Who owns SPDR Barclays Capital Mortgage Back ETF?

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 189M $4.2B 1% Dec 2025
 View chart
LPL Financial 23M $525M 16% Mar 2026
 View chart
Stifel Financial 7.9M $176M 3% Mar 2026
 View chart
Benjamin Edwards 6.4M $144M 5% Mar 2026
 View chart
State Street Corporation 5.0M $113M 70% Dec 2025
 View chart
Confluence Investment Management 3.9M $86M -10% Mar 2026
 View chart
Ameriprise Financial 3.5M $78M 2% Mar 2026
 View chart
CX Institutional 2.7M $60M 1% Mar 2026
 View chart
CWM 2.3M $52M 5% Dec 2025
 View chart
Bank of America Corporation 2.2M $49M 100% Mar 2026
 View chart
Advisory Alpha 2.2M $49M -4% Mar 2026
 View chart
Morgan Stanley 1.9M $42M 6% Mar 2026
 View chart
Assetmark 1.8M $41M 4% Mar 2026
 View chart
Compton Financial Group 1.8M $40M -16% Mar 2026
 View chart
Independent Advisor Alliance 1.6M $35M 3143% Mar 2026
 View chart
Zurich Insurance Group Ltd/FI 1.5M $33M 0% Mar 2026
 View chart
Hirtle Callaghan & Co 1.4M $31M 0% Mar 2026
 View chart
Financial Plan 1.3M $29M 23% Mar 2026
 View chart
Financial Life Advisors 1.0M $23M 9% Mar 2026
 View chart
Baird Financial 1.0M $23M 3% Dec 2025
 View chart
Sanctuary Advisors 1.0M $22M 3% Mar 2026
 View chart
Leicht Financial Planning & Wealth Management 916k $21M 0% Mar 2026
 View chart
Altfest L J & Co 863k $19M 1% Mar 2026
 View chart
Gibbs Wealth Management 843k $19M 85% Mar 2026
 View chart
Gladstone Institutional Advisory 822k $18M 444% Mar 2026
 View chart
93 Financial Group 780k $18M 3% Mar 2026
 View chart
Cetera Investment Advisers 768k $17M 39% Mar 2026
 View chart
D. J. St. Germain 686k $15M 5% Mar 2026
 View chart
Krasney Financial 675k $15M 0% Mar 2026
 View chart
Summit Financial 673k $15M 100% Mar 2026
 View chart
Collier Financial 628k $14M 1% Mar 2026
 View chart
Stokes Family Office 603k $14M -4% Mar 2026
 View chart
Private Advisory 587k $13M 100% Mar 2026
 View chart
Tidemark 582k $13M 9% Mar 2026
 View chart
Private Advisor 553k $12M -6% Mar 2026
 View chart
Mariner Wealth Advisors 463k $10M -2% Mar 2026
 View chart
Equitable Holdings 437k $9.8M 2% Mar 2026
 View chart
Stratos Wealth Partners 423k $9.5M -45% Mar 2026
 View chart
Certified Advisory Corp 416k $9.3M 4% Mar 2026
 View chart
Flagship Harbor Advisors 391k $8.7M -16% Mar 2026
 View chart
Chesapeake Wealth Management 317k $7.1M 3% Mar 2026
 View chart
Envestnet Asset Management 306k $6.8M -5% Mar 2026
 View chart
Cantor Fitzgerald Investment Adviser 305k $6.8M 26% Mar 2026
 View chart
Detalus Advisors 280k $6.3M 8% Mar 2026
 View chart
Portside Wealth Group 268k $6.0M 4% Mar 2026
 View chart
Abound Financial 267k $6.0M -5% Mar 2026
 View chart
Retirement Capital Strategies 251k $5.6M 1315% Dec 2025
 View chart
TSFG 248k $5.5M 1% Mar 2026
 View chart
Bsc Private Wealth Management 236k $5.3M -29% Mar 2026
 View chart
Checchi Capital Advisers 223k $5.0M -24% Mar 2026
 View chart
Mutual Advisors 217k $4.9M 23% Mar 2026
 View chart
Midwest Capital Advisors 211k $4.7M 19% Mar 2026
 View chart
Horizon Financial Services 210k $4.7M -1% Mar 2026
 View chart
Integrated Wealth Concepts 206k $4.6M 24% Mar 2026
 View chart
Drucker Wealth 3.0 205k $4.6M 2% Mar 2026
 View chart
Northwestern Mutual Wealth Management Company 204k $4.6M 14% Mar 2026
 View chart
Boltwood Capital Management 202k $4.5M 10% Mar 2026
 View chart
Warren Averett Asset Management 199k $4.5M 11% Dec 2025
 View chart
Western Wealth Management 189k $4.2M -2% Mar 2026
 View chart
ValMark Advisers 174k $3.9M 13% Mar 2026
 View chart
Keystone Financial Group 172k $3.8M 7% Mar 2026
 View chart
Visionary Wealth Advisors 164k $3.7M 3% Mar 2026
 View chart
West Wealth Group 159k $3.6M 7% Mar 2026
 View chart
Advisor Group Holdings 138k $3.1M -47% Dec 2025
 View chart
Vise Technologies 133k $3.0M 0% Mar 2026
 View chart
Ehrlich Financial Group 132k $2.9M 3% Mar 2026
 View chart
Farther Finance Advisors 130k $2.9M 6% Mar 2026
 View chart
Raymond James Financial 130k $2.9M 15% Dec 2025
 View chart
Spectrum Planning & Advisory Services 128k $2.9M 4% Mar 2026
 View chart
Vertex Planning Partners 126k $2.8M 4% Dec 2025
 View chart
Goldman Sachs Group 123k $2.7M 100% Mar 2026
 View chart
Dynamic Advisors Solutions 123k $2.7M 1% Mar 2026
 View chart
Kingsview Wealth Management 119k $2.7M -5% Mar 2026
 View chart
Seed Wealth Management 119k $2.7M -4% Mar 2026
 View chart
Apollon Financial 115k $2.6M 100% Mar 2026
 View chart
CacheTech 107k $2.4M 29% Mar 2026
 View chart
Diversify Wealth Management 100k $2.2M 368% Mar 2026
 View chart
Kestra Advisory Services 98k $2.2M -50% Mar 2026
 View chart
Alesco Advisors 96k $2.2M 0% Mar 2026
 View chart
Adams Wealth Management 96k $2.2M 33% Mar 2026
 View chart
Captrust Financial Advisors 95k $2.1M 100% Dec 2025
 View chart
Commonwealth Equity Services 95k $2.1M -2% Mar 2026
 View chart
Redwood Financial Network Corp 93k $2.1M -8% Dec 2025
 View chart
Forefront Wealth Partners 89k $2.0M 10% Mar 2026
 View chart
Archer Investment Management 87k $2.0M 365% Mar 2026
 View chart
Mercer Global Advisors 87k $1.9M 100% Mar 2026
 View chart
Wells Fargo & Company 86k $1.9M 6% Mar 2026
 View chart
Private Trust Co Na 86k $1.9M 9% Mar 2026
 View chart
Ewa 82k $1.8M 27% Mar 2026
 View chart
Marks Group Wealth Management 77k $1.7M 100% Mar 2026
 View chart
Collaborative Wealth Managment 75k $1.7M -61% Mar 2026
 View chart
Amundi 74k $1.7M 100% Mar 2026
 View chart
Evergreen Wealth Solutions 68k $1.5M 100% Mar 2026
 View chart
Royal Bank of Canada 60k $1.3M 4% Mar 2026
 View chart
Fort Point Capital Partners 58k $1.3M 11% Dec 2025
 View chart
Fifth Third Bancorp 57k $1.3M 100% Mar 2026
 View chart
JPL Wealth Management 57k $1.3M 48% Mar 2026
 View chart
Brian McDonald 55k $1.2M -5% Dec 2025
 View chart
Strategic Blueprint 55k $1.2M 0% Mar 2026
 View chart
RFG Advisory 53k $1.2M -50% Mar 2026
 View chart
Idaho Trust Bank 51k $1.1M -10% Mar 2026
 View chart
Center For Asset Management 51k $1.1M 10% Mar 2026
 View chart
Brookstone Capital Management 48k $1.1M -3% Mar 2026
 View chart
Integrated Advisors Network 48k $1.1M 142% Mar 2026
 View chart
Belpointe Asset Management 47k $1.0M 31% Mar 2026
 View chart
TMB Capital Partners 45k $1.0M 5% Mar 2026
 View chart
Ashton Thomas Private Wealth 45k $1000k -14% Mar 2026
 View chart
Bell Investment Advisors 40k $903k -6% Mar 2026
 View chart
Trilogy Capital 40k $898k -49% Mar 2026
 View chart
Wiregrass Investment Management 40k $894k 100% Mar 2026
 View chart
Strategic Investment Advisors / MI 40k $883k 7% Mar 2026
 View chart
Bank of New York Mellon 38k $852k 0% Mar 2026
 View chart
Atria Investments 38k $842k 1% Mar 2026
 View chart
Alliance Wealth Advisors 37k $833k -24% Mar 2026
 View chart
Advisory Services Network 37k $834k 0% Dec 2025
 View chart
Journey Retirement Planning & Investment Management 37k $826k 100% Dec 2025
 View chart
Global Retirement Partners 36k $804k 13% Dec 2025
 View chart
Hanson McClain Advisors 35k $790k -14% Dec 2025
 View chart
AE Wealth Management 35k $787k -11% Mar 2026
 View chart
Kestra Investment Management 35k $776k -79% Mar 2026
 View chart
Norden Group 32k $719k 1% Mar 2026
 View chart
Capital Investment Counsel 32k $718k -8% Mar 2026
 View chart
Gateway Wealth Partners 31k $687k 171% Mar 2026
 View chart
United Capital Financial Advisers 30k $670k -24% Mar 2026
 View chart
Golden State Wealth Management 30k $662k -12% Mar 2026
 View chart
Wiley Bros.-aintree Capital 30k $661k 8% Dec 2025
 View chart
Mml Investors Services 29k $648k 14% Mar 2026
 View chart
CMC Financial Group 28k $632k 100% Mar 2026
 View chart
Wealthcare Advisory Partners 28k $625k 2% Mar 2026
 View chart
Lido Advisors 27k $608k -88% Mar 2026
 View chart
Hobbs Group Advisors 27k $608k 0% Mar 2026
 View chart
Cambridge Investment Research Advisors 27k $597k 8% Mar 2026
 View chart
Wagner Bowman Management 26k $589k 0% Mar 2026
 View chart
Thrivent Financial for Lutherans 25k $559k 0% Mar 2026
 View chart
Prime Capital Investment Advisors 25k $557k 3% Mar 2026
 View chart
Acute Investment Advisory 25k $549k 100% Mar 2026
 View chart
Bragg Financial Advisors 24k $533k 11% Mar 2026
 View chart
Financial Network Wealth Advisors 24k $532k 8% Dec 2025
 View chart
PFG Advisors 24k $526k -15% Mar 2026
 View chart
We Are One Seven 23k $516k -3% Dec 2025
 View chart
Sharkey, Howes & Javer 23k $504k -27% Mar 2026
 View chart
VisionPoint Advisory Group 22k $500k 42% Mar 2026
 View chart
Quantinno Capital Management 21k $469k 0% Mar 2026
 View chart
Third View Private Wealth 21k $460k -10% Mar 2026
 View chart
U.S. Capital Wealth Advisors 20k $438k -34% Mar 2026
 View chart
Ausdal Financial Partners 20k $438k -4% Mar 2026
 View chart
Howard Bailey Securities 18k $404k -90% Mar 2026
 View chart
True Blue Financial 18k $399k 100% Mar 2026
 View chart
IFP Advisors 17k $377k -28% Mar 2026
 View chart
Wallace Advisory Group 17k $374k -8% Mar 2026
 View chart
Northbridge Financial Group 17k $371k -2% Mar 2026
 View chart
Hrt Financial 12k $275k -27% Mar 2026
 View chart
Susquehanna International 10k $230k -84% Dec 2025
 View chart
GPS Wealth Strategies Group 2.2k $49k -96% Dec 2025
 View chart
Northwest Capital Management 975.00 $22k -96% Dec 2025
 View chart

Who sold out of SPDR Barclays Capital Mortgage Back ETF?

Fund or Company Name Date Sold Shares Held Valued At
Jpmorgan Chase & Co Sep 2025 1.2M $27M
Jane Street Dec 2025 151k $3.4M
Q3 Asset Management Dec 2025 129k $2.9M
Diversify Advisory Services Dec 2025 79k $1.8M
SFG Wealth Management Dec 2025 73k $1.6M
Wealth Enhancement Advisory Services Dec 2025 60k $1.4M
Guidance Capital Dec 2025 46k $1.0M
True North Advisors Dec 2025 25k $553k
HPM Partners Dec 2025 22k $483k