Who owns SPDR Barclays Capital Mortgage Back ETF?
- Ticker: SPMB
- CUSIP Number: 78464A383
Tip: Access positions for across all investors
Analyze quarterly positions in SPDR Barclays Capital Mortgage Back ETF with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of SPDR Barclays Capital Mortgage Back ETF stock
Who bought or sold SPDR Barclays Capital Mortgage Back ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C | 176M | $4.0B | 100% | Sep 2024 |
|
| LPL Financial | 12M | $272M | 14% | Sep 2024 |
|
| Townsquare Capital | 5.3M | $119M | 100% | Sep 2024 |
|
| State Street Corporation | 5.1M | $114M | 39% | Sep 2024 |
|
| Confluence Investment Management | 3.9M | $85M | 42% | Dec 2024 |
|
| Stifel Financial | 2.8M | $62M | -10% | Sep 2024 |
|
| Bank of America Corporation | 2.1M | $48M | 3% | Sep 2024 |
|
| Benjamin Edwards | 2.1M | $47M | 661% | Sep 2024 |
|
| Ameriprise Financial | 2.0M | $45M | 0% | Sep 2024 |
|
| CX Institutional | 2.0M | $42M | 48% | Dec 2024 |
|
| CWM | 1.8M | $40M | 2% | Sep 2024 |
|
| Hirtle Callaghan & Co | 1.5M | $34M | 1% | Sep 2024 |
|
| Zurich Insurance Group Ltd/FI | 1.5M | $33M | 0% | Sep 2024 |
|
| Assetmark | 1.5M | $33M | 0% | Sep 2024 |
|
| Jpmorgan Chase & Co | 1.4M | $32M | -18% | Sep 2024 |
|
| Sanctuary Advisors | 1.1M | $24M | -8% | Sep 2024 |
|
| Private Advisor | 1.1M | $24M | 3% | Sep 2024 |
|
| BlackRock | 756k | $17M | 100% | Sep 2024 |
|
| Leicht Financial Planning & Wealth Management | 740k | $17M | -2% | Sep 2024 |
|
| Financial Life Advisors | 724k | $16M | 7% | Sep 2024 |
|
| Altfest L J & Co | 650k | $15M | 100% | Sep 2024 |
|
| D. J. St. Germain | 637k | $14M | -1% | Dec 2024 |
|
| Bsc Private Wealth Management | 613k | $14M | -4% | Sep 2024 |
|
| KWB Wealth | 578k | $13M | -29% | Dec 2024 |
|
| Krasney Financial | 533k | $12M | 3% | Dec 2024 |
|
| Advisor Group Holdings | 532k | $12M | 100% | Sep 2024 |
|
| Tidemark | 431k | $9.7M | 8% | Sep 2024 |
|
| Mariner Wealth Advisors | 418k | $9.4M | -1% | Sep 2024 |
|
| Stokes Family Office | 406k | $9.1M | 6% | Sep 2024 |
|
| Equitable Holdings | 404k | $9.1M | 2% | Sep 2024 |
|
| Flagship Harbor Advisors | 383k | $8.3M | -2% | Dec 2024 |
|
| Kingsview Wealth Management | 361k | $8.1M | 26% | Sep 2024 |
|
| Stratos Wealth Partners | 348k | $7.5M | 4% | Dec 2024 |
|
| Checchi Capital Advisers | 346k | $7.8M | 15% | Sep 2024 |
|
| Certified Advisory Corp | 345k | $7.4M | 4% | Dec 2024 |
|
| Leslie Global Wealth | 344k | $7.7M | 6% | Sep 2024 |
|
| Collaborative Wealth Managment | 307k | $6.9M | 5% | Sep 2024 |
|
| Baird Financial | 288k | $6.5M | 17% | Sep 2024 |
|
| Chesapeake Wealth Management | 271k | $5.8M | 3% | Dec 2024 |
|
| Envestnet Asset Management | 239k | $5.4M | 7% | Sep 2024 |
|
| Cantor Fitzgerald Investment Adviser | 238k | $5.4M | 2% | Sep 2024 |
|
| TSFG | 236k | $5.1M | 9% | Dec 2024 |
|
| We Are One Seven | 232k | $5.2M | 496% | Sep 2024 |
|
| Mutual Advisors | 217k | $4.7M | -15% | Dec 2024 |
|
| U.S. Capital Wealth Advisors | 213k | $4.6M | 4% | Dec 2024 |
|
| Detalus Advisors | 208k | $4.7M | 5% | Sep 2024 |
|
| Cary Street Partners Asset Management | 204k | $4.6M | 2% | Sep 2024 |
|
| Portside Wealth Group | 195k | $4.4M | -1% | Dec 2024 |
|
| Kestra Advisory Services | 175k | $3.9M | -10% | Sep 2024 |
|
| West Wealth Group | 163k | $3.5M | 10% | Dec 2024 |
|
| Sharkey, Howes & Javer | 160k | $3.6M | 4% | Sep 2024 |
|
| AE Wealth Management | 156k | $3.5M | -59% | Sep 2024 |
|
| Redwood Financial Network Corp | 150k | $3.4M | -5% | Sep 2024 |
|
| Fisher Investments | 148k | $3.3M | -5% | Sep 2024 |
|
| Kestra Investment Management | 145k | $3.3M | 100% | Sep 2024 |
|
| Seed Wealth Management | 143k | $3.1M | 6% | Dec 2024 |
|
| Vertex Planning Partners | 137k | $3.1M | -1% | Sep 2024 |
|
| Eastern Bank | 137k | $3.0M | 0% | Dec 2024 |
|
| Warren Averett Asset Management | 133k | $3.0M | 40% | Sep 2024 |
|
| Hobbs Group Advisors | 130k | $2.9M | -39% | Sep 2024 |
|
| United Capital Financial Advisers | 124k | $2.8M | -9% | Sep 2024 |
|
| Ehrlich Financial Group | 121k | $2.6M | 100% | Dec 2024 |
|
| Citadel Advisors | 118k | $2.7M | 192% | Sep 2024 |
|
| Northwestern Mutual Wealth Management Company | 118k | $2.7M | 1697% | Sep 2024 |
|
| Integrated Wealth Concepts | 116k | $2.6M | 9% | Sep 2024 |
|
| Dynamic Advisors Solutions | 114k | $2.5M | -3% | Dec 2024 |
|
| Howard Bailey Securities | 107k | $2.4M | 100% | Sep 2024 |
|
| Boltwood Capital Management | 99k | $2.1M | 0% | Dec 2024 |
|
| Alesco Advisors | 92k | $2.1M | 100% | Sep 2024 |
|
| Western Wealth Management | 92k | $2.1M | -48% | Sep 2024 |
|
| GPS Wealth Strategies Group | 83k | $1.8M | -5% | Dec 2024 |
|
| Wells Fargo & Company | 81k | $1.8M | 48% | Sep 2024 |
|
| Commonwealth Equity Services | 79k | $1.8M | -5% | Sep 2024 |
|
| Cetera Investment Advisers | 79k | $1.8M | 6% | Sep 2024 |
|
| Merit Financial Group | 77k | $1.7M | -10% | Dec 2024 |
|
| Cobblestone Capital Advisors | 76k | $1.7M | -3% | Sep 2024 |
|
| Meridian Wealth Management | 76k | $1.7M | -19% | Sep 2024 |
|
| OmniStar Financial Group | 75k | $1.7M | 24% | Sep 2024 |
|
| Diversify Advisory Services | 72k | $1.5M | -4% | Dec 2024 |
|
| Gladstone Institutional Advisory | 68k | $1.5M | 12% | Sep 2024 |
|
| Prime Capital Investment Advisors | 67k | $1.5M | -27% | Sep 2024 |
|
| Retirement Capital Strategies | 66k | $1.5M | 100% | Sep 2024 |
|
| Old Mission Capital | 65k | $1.5M | -29% | Sep 2024 |
|
| Jane Street | 63k | $1.4M | 9% | Sep 2024 |
|
| Guidance Capital | 61k | $1.3M | -50% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 59k | $1.3M | 20% | Sep 2024 |
|
| Goldstone Financial Group | 58k | $1.3M | 81% | Dec 2024 |
|
| Royal Bank of Canada | 58k | $1.4M | -11% | Sep 2024 |
|
| Strategic Blueprint | 56k | $1.2M | 90% | Dec 2024 |
|
| Global Retirement Partners | 54k | $1.2M | 10% | Sep 2024 |
|
| Exchange Capital Management | 53k | $1.2M | -15% | Sep 2024 |
|
| Bell Investment Advisors | 53k | $1.2M | 100% | Sep 2024 |
|
| Capital Investment Counsel | 52k | $1.1M | -35% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 52k | $1.2M | 24% | Dec 2024 |
|
| Alliance Wealth Advisors | 50k | $1.1M | 8% | Dec 2024 |
|
| SWMG | 49k | $1.1M | -4% | Dec 2024 |
|
| ValMark Advisers | 49k | $1.1M | -2% | Sep 2024 |
|
| Ewa | 49k | $1.1M | 100% | Sep 2024 |
|
| Trilogy Capital | 46k | $989k | 0% | Dec 2024 |
|
| Good Life Advisors | 44k | $1.0M | 94% | Sep 2024 |
|
| Donald L. Hagan | 43k | $932k | 2% | Dec 2024 |
|
| Financial Advocates Investment Management | 43k | $923k | 1% | Dec 2024 |
|
| Financial Network Wealth Advisors | 43k | $964k | -4% | Sep 2024 |
|
| Astoria Portfolio Advisors | 42k | $897k | 100% | Dec 2024 |
|
| Columbus Macro | 41k | $885k | 1% | Dec 2024 |
|
| Fort Point Capital Partners | 39k | $882k | -19% | Sep 2024 |
|
| Atria Investments | 39k | $869k | -9% | Sep 2024 |
|
| Strategic Investment Advisors / MI | 37k | $798k | 5% | Dec 2024 |
|
| Hanson McClain Advisors | 36k | $810k | -5% | Sep 2024 |
|
| Norden Group | 32k | $720k | -4% | Sep 2024 |
|
| Bank of New York Mellon | 32k | $719k | 212% | Sep 2024 |
|
| Acute Investment Advisory | 32k | $688k | -42% | Dec 2024 |
|
| Diversify Wealth Management | 31k | $656k | -11% | Dec 2024 |
|
| Northwest Capital Management | 30k | $680k | -22% | Sep 2024 |
|
| Brookstone Capital Management | 30k | $647k | -10% | Dec 2024 |
|
| Raymond James & Associates | 30k | $676k | 151% | Sep 2024 |
|
| Independent Advisor Alliance | 29k | $654k | 1% | Sep 2024 |
|
| Wagner Bowman Management | 27k | $611k | 0% | Sep 2024 |
|
| Visionary Wealth Advisors | 27k | $610k | -7% | Sep 2024 |
|
| Center For Asset Management | 26k | $563k | -2% | Dec 2024 |
|
| Carr Financial Group Corp | 25k | $540k | -67% | Dec 2024 |
|
| UBS Group | 24k | $549k | -14% | Sep 2024 |
|
| Vise Technologies | 23k | $516k | -3% | Sep 2024 |
|
| Baker Tilly Financial | 23k | $494k | -10% | Dec 2024 |
|
| Ascent Group | 23k | $512k | -2% | Sep 2024 |
|
| Private Trust Co Na | 22k | $506k | 29% | Sep 2024 |
|
| Thrivent Financial for Lutherans | 22k | $498k | 100% | Sep 2024 |
|
| Actinver Wealth Management | 22k | $475k | 139% | Dec 2024 |
|
| Apollon Wealth Management | 21k | $472k | -7% | Sep 2024 |
|
| PFG Advisors | 21k | $468k | 100% | Sep 2024 |
|
| Wallace Advisory Group | 19k | $433k | -3% | Dec 2024 |
|
| Congress Wealth Management LLC / DE / | 19k | $420k | 100% | Sep 2024 |
|
| Atria Wealth Solutions | 19k | $419k | 35% | Sep 2024 |
|
| Perennial Investment Advisors | 17k | $377k | 28% | Sep 2024 |
|
| Stratos Wealth Advisors | 16k | $345k | -85% | Dec 2024 |
|
| Modera Wealth Management | 15k | $338k | 100% | Sep 2024 |
|
| Foster & Motley | 15k | $321k | 0% | Dec 2024 |
|
| Wealthcare Advisory Partners | 15k | $312k | 4% | Dec 2024 |
|
| Concord Wealth Partners | 14k | $297k | -38% | Dec 2024 |
|
| Acropolis Investment Management | 14k | $295k | 6% | Dec 2024 |
|
| Goss Wealth Management | 13k | $302k | -6% | Sep 2024 |
|
| Lincoln Capital | 13k | $283k | 22% | Dec 2024 |
|
| Level Four Advisory Services | 12k | $267k | 3% | Sep 2024 |
|
| Lowe, Brockenbrough & Company | 12k | $270k | 0% | Sep 2024 |
|
| True North Advisors | 12k | $248k | 100% | Dec 2024 |
|
| Capital Investment Advisors | 11k | $243k | 3% | Dec 2024 |
|
| Foundations Investment Advisors | 11k | $233k | 100% | Dec 2024 |
|
| Renaissance Technologies | 11k | $237k | 100% | Sep 2024 |
|
| One Wealth Capital Management | 11k | $226k | 100% | Dec 2024 |
|
| Householder Group Estate & Retirement Specialist | 6.3k | $136k | -84% | Dec 2024 |
|
| Spire Wealth Management | 5.1k | $110k | -67% | Dec 2024 |
|
Who sold out of SPDR Barclays Capital Mortgage Back ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Charles Schwab Investment Management | Jun 2024 | 221k | $4.8M |
| Vermillion & White Wealth Management Group | Jun 2024 | 104k | $2.2M |
| Fundamentun | Sep 2024 | 70k | $1.6M |
| One Capital Management | Jun 2024 | 25k | $543k |
| Simplex Trading | Jun 2024 | 24k | $520k |
| Latitude Advisors | Jun 2024 | 15k | $316k |
| Next Capital Management | Jun 2024 | 15k | $314k |
| Kingswood Wealth Advisors | Sep 2024 | 12k | $263k |
| Arjuna Capital | Jun 2024 | 11k | $244k |
| Creative Planning | Jun 2024 | 11k | $231k |