SPDR SER TR

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SPMB·78464A383·US·ETF

SPMB (SPDR SER TR) is held by 63 institutional investors as of Q2 2026. Largest holders: Financial Engines Advisors L.L.C. ($4.4B), LPL Financial LLC ($500.2M), STIFEL FINANCIAL CORP ($131.5M). Net institutional sentiment: Mixed.

63

Holders

(10 Elite)

$5.6B

Total Value

65% (60)

Consensus

39 buying - 21 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)68

Insider (Form 4)72

Activist (13D/13G)32

Congressional (STOCK Act)44

Holder Quality

87

★★★★★

Elite

55

★★★★

Strong

15

★★★

Solid

53

★★

Below

40

★

Weak

Held by 63 funds

10 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SPMB.

Top Holders

Top Holders (63)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Financial Engines Advisors L.L.C.	Increased	196.9M(+4.5%)	$4.4B	7.8%	+2.77%	65
LPL Financial LLC	Decreased	22.4M(-4.3%)	$500.2M	0.1%	+3.36%	0
STIFEL FINANCIAL CORP	Decreased	5.9M(-25.1%)	$131.5M	0.1%	+5.28%	0
BENJAMIN EDWARDS INC	Decreased	4.8M(-25.1%)	$107.4M	1.0%	+3.32%	0
AMERIPRISE FINANCIAL INC	Increased	3.6M(+2.9%)	$79.8M	0.0%	+5.67%	31
BANK OF AMERICA CORP /DE/	Increased	2.2M(+2.9%)	$50.1M	0.0%	+9.11%	30
ASSETMARK, INC	Increased	2M(+8.2%)	$43.8M	0.1%	+6.14%	32
GOLDMAN SACHS GROUP INC	Increased	1.9M(+1484.3%)	$43.3M	0.0%	-2.82%	47
MORGAN STANLEY	Increased	1.9M(+0.8%)	$42.5M	0.0%	+5.59%	29
JPMORGAN CHASE & CO	Increased	1.5M(+11.8%)	$33.8M	0.0%	+1.74%	32
Zurich Insurance Group Ltd/FI	Unchanged	1.5M	$33.1M	0.2%	-1.02%	0
CITADEL ADVISORS LLC	New	1.4M	$32.1M	0.0%	-2.85%	40
Sanctuary Advisors, LLC	Increased	1.1M(+8.8%)	$24.3M	0.1%	+6.82%	37
Baird Financial Group, Inc.	Increased	1.1M(+0.3%)	$24.1M	0.0%	+1.42%	29
Cetera Investment Advisers	Increased	782,706(+1.9%)	$17.5M	0.0%	+2.68%	29
Private Advisor Group, LLC	Increased	713,679(+29.0%)	$15.9M	0.1%	+3.89%	35
Equitable Holdings, Inc.	Increased	581,145(+33.1%)	$13M	0.1%	+5.37%	36
Mariner, LLC	Decreased	394,180(-14.8%)	$8.8M	0.0%	+7.38%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	293,896(-3.8%)	$6.6M	0.0%	+7.20%	0
WAWaverly Advisors, LLC	Increased	286,215(+35.9%)	$6.4M	0.0%	+2.20%	35

Showing 1-20 of 65

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SPMBSPDR SER TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer