We are live on ! Find out more
SPMB icon

State Street SPDR Portfolio Mortgage Backed Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$4.05B +$18.8M +864,292 +0.5%
LPL Financial
2
LPL Financial
California
$340M +$46.8M +2,152,458 +16%
Stifel Financial
3
Stifel Financial
Missouri
$136M +$14.2M +651,668 +12%
TC
4
TownSquare Capital
Utah
$124M +$2.8M +128,886 +2%
BEI
5
Benjamin Edwards Inc
Missouri
$110M +$13.7M +629,073 +14%
CIM
6
Confluence Investment Management
Missouri
$91.8M +$5.1M +234,676 +6%
State Street
7
State Street
Massachusetts
$88.5M -$8.82M -405,580 -9%
Ameriprise
8
Ameriprise
Minnesota
$58.5M +$4.94M +227,244 +9%
Bank of America
9
Bank of America
North Carolina
$47.9M +$389K +17,875 +0.8%
AA
10
Advisory Alpha
Michigan
$43.6M +$43M +1,978,820 New
CI
11
CX Institutional
Indiana
$40.2M -$3.12M -143,715 -7%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$37.7M +$591K +27,159 +2%
CFG
13
Compton Financial Group
Maryland
$35.7M +$35.2M +1,621,007 New
AssetMark Inc
14
AssetMark Inc
California
$33.4M +$1.4M +64,477 +4%
ZIG
15
Zurich Insurance Group
Switzerland
$32.7M
Morgan Stanley
16
Morgan Stanley
New York
$31.6M -$659K -30,308 -2%
JP Morgan Chase
17
JP Morgan Chase
New York
$27.5M -$3.3M -151,979 -11%
HCC
18
Hirtle Callaghan & Co
Pennsylvania
$27M
Wells Fargo
19
Wells Fargo
California
$26.4M -$205K -9,426 -0.8%
SA
20
Sanctuary Advisors
Indiana
$20.1M -$3.1M -142,685 -14%
LFPWM
21
Leicht Financial Planning & Wealth Management
New Jersey
$17.4M +$874K +40,180 +5%
LJAC
22
L.J. Altfest & Co
New York
$17.3M +$874K +40,202 +5%
FLA
23
Financial Life Advisors
Texas
$17.3M +$878K +40,394 +5%
PAG
24
Private Advisor Group
New Jersey
$16.2M +$724K +33,275 +5%
DJSG
25
D.J. St. Germain
Massachusetts
$13.9M -$115K -5,269 -0.8%