Who Owns SPDR SERIES TRUST (SPMB)? -- Institutional Holders (2026-06-30)
279 institutions reported holding $6.30B of SPDR SERIES TRUST (SPMB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Financial Engines Advisors L.L.C. ($4.39B), LPL Financial LLC ($500.2M), STIFEL FINANCIAL CORP ($131.5M), BENJAMIN EDWARDS INC ($107.4M), AMERIPRISE FINANCIAL INC ($79.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Financial Engines Advisors L.L.C. | $4.39B | 196.9M | Added |
| 2 | LPL Financial LLC | $500.2M | 22.4M | Trimmed |
| 3 | STIFEL FINANCIAL CORP | $131.5M | 5.9M | Trimmed |
| 4 | BENJAMIN EDWARDS INC | $107.4M | 4.8M | Trimmed |
| 5 | AMERIPRISE FINANCIAL INC | $79.8M | 3.6M | Added |
| 6 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $75.2M | 3.4M | Trimmed |
| 7 | CX Institutional | $61.0M | 2.7M | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $50.1M | 2.2M | Added |
| 9 | Advisory Alpha, LLC | $49.8M | 2.2M | Added |
| 10 | ASSETMARK, INC | $43.8M | 2.0M | Added |
| 11 | GOLDMAN SACHS GROUP INC | $43.3M | 1.9M | Added |
| 12 | MORGAN STANLEY | $42.5M | 1.9M | Added |
| 13 | JPMORGAN CHASE & CO | $33.8M | 1.5M | Added |
| 14 | Zurich Insurance Group Ltd/FI | $33.1M | 1.5M | Hold |
| 15 | CITADEL ADVISORS LLC | $32.1M | 1.4M | New |
| 16 | Financial Plan, Inc. | $30.2M | 1.4M | Added |
| 17 | FINANCIAL LIFE ADVISORS | $29.0M | 1.3M | Added |
| 18 | Sanctuary Advisors, LLC | $24.3M | 1.1M | Added |
| 19 | Baird Financial Group, Inc. | $24.1M | 1.1M | Added |
| 20 | ALTFEST L J & CO INC | $19.8M | 885,863 | Added |
| 21 | Gladstone Institutional Advisory LLC | $19.7M | 885,033 | Added |
| 22 | Compton Financial Group, LLC | $19.4M | 870,078 | Trimmed |
| 23 | 93 Financial Group, LLC | $17.9M | 801,374 | Added |
| 24 | Cetera Investment Advisers | $17.5M | 782,706 | Added |
| 25 | Private Advisor Group, LLC | $15.9M | 713,679 | Added |
Source: SEC Form 13F filings · as of 2026-06-30