Public ownership evidence

State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) Ownership Disclosures

Read SPMB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

State Street SPDR Portfolio Mortgage Backed Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Advisors Asset Management, Inc.
Report period
2021-12-31
Available
2026-08-28
Reported shares
15,813
Value (USD)
$401,334
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001999371-26-018946
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SPMB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SPMB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Advisors Asset Management, Inc.2021-12-312026-08-2815,813$401,334None
Advisors Asset Management, Inc.2022-12-312026-08-287,783$168,891None
Advisors Asset Management, Inc.2020-06-302026-08-281,904$51,008None
Advisors Asset Management, Inc.2022-06-302026-08-2811,713$268,000None
Advisors Asset Management, Inc.2021-09-302026-08-2814,350$369,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28107$2,387None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28107$2,396None
Advisors Asset Management, Inc.2024-03-312026-08-2713,658$296,652None
Advisors Asset Management, Inc.2022-09-302026-08-2711,519$247,000None
Advisors Asset Management, Inc.2020-12-312026-08-273,932$104,000None
Advisors Asset Management, Inc.2022-03-312026-08-2716,671$399,437None
Advisors Asset Management, Inc.2023-06-302026-08-278,040$176,156None
Advisors Asset Management, Inc.2023-09-302026-08-2713,664$284,211None
Advisors Asset Management, Inc.2023-03-312026-08-277,775$172,450None
Advisors Asset Management, Inc.2021-03-312026-08-279,763$253,155None
Advisors Asset Management, Inc.2021-06-302026-08-2711,331$293,000None
Advisors Asset Management, Inc.2020-09-302026-08-273,418$91,056None
Advisors Asset Management, Inc.2023-12-312026-08-2714,352$316,749None
Advisors Asset Management, Inc.2019-12-312026-08-262,106$54,988None
Advisors Asset Management, Inc.2024-09-302026-08-224,954$111,614None
Advisors Asset Management, Inc.2024-06-302026-08-229,444$203,707None
Advisors Asset Management, Inc.2020-03-312026-08-221,904$50,818None
Forefront Wealth Partners, LLC2026-06-302026-08-21162,919$3,634,717None
Kingsview Wealth Management, LLC2026-06-302026-08-20118,481$2,643,321None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2065,030$1,450,817None
Advisors Asset Management, Inc.2019-09-302026-08-191,625$42,689None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1824,986$557,148None
Equitable Holdings, Inc.2026-06-302026-08-18581,145$12,965,344None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-151,348$30,074None
Financial Plan, Inc.2026-06-302026-08-151,354,741$30,224,271None
JPL Wealth Management, LLC2026-06-302026-08-15166,364$3,711,579None
Mutual Advisors, LLC2026-06-302026-08-15119,069$2,656,420None
Lifeworks Advisors, LLC2026-06-302026-08-1510,321$230,262None
Vertex Planning Partners, LLC2026-06-302026-08-15197,532$4,406,941None
Perennial Investment Advisors, LLC2026-06-302026-08-1512,460$277,975None
Ameritas Advisory Services, LLC2026-06-302026-08-15869$19,387None
Western Wealth Management, LLC2026-06-302026-08-15183,412$4,091,909None
Strategic Investment Advisors / MI2026-06-302026-08-1539,487$880,946None
Foundations Investment Advisors, LLC2026-06-302026-08-1510,366$231,274None
Q3 Asset Management2026-06-302026-08-1524,564$570,000None
Qube Research & Technologies Ltd2026-06-302026-08-1512,741$284,252None
IFG Advisory, LLC2026-06-302026-08-154,261$95,055None
OSAIC HOLDINGS, INC.2026-06-302026-08-1513,932$310,823None
OSAIC HOLDINGS, INC.2026-06-302026-08-1519,276$430,054None
OSAIC HOLDINGS, INC.2026-06-302026-08-15135,609$3,025,395None
Fort Point Capital Partners LLC2026-06-302026-08-1593,143$2,078,020None
HRT FINANCIAL LP2026-06-302026-08-1534,845$777,000None
Ancora Advisors LLC2026-06-302026-08-15861$19,209None
ABOUND FINANCIAL, LLC2026-06-302026-08-15265,292$5,918,665None
Waverly Advisors, LLC2026-06-302026-08-15286,215$6,385,453None

90-day public filing window, up to 50 source positions.

Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.