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State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Financial Engines Advisors
1
Financial Engines Advisors
California
USD 4392 M +USD 191 M +8,570,436 +5%
LPL Financial
2
LPL Financial
California
USD 500 M -USD 22.5 M -1,007,916 -4%
Stifel Financial
3
Stifel Financial
Missouri
USD 131 M -USD 43.9 M -1,969,438 -25%
Benjamin Edwards Inc
4
Benjamin Edwards Inc
Missouri
USD 107 M -USD 36 M -1,612,924 -25%
Ameriprise
5
Ameriprise
Minnesota
USD 79.8 M +USD 2.25 M +100,885 +3%
Confluence Investment Management
6
Confluence Investment Management
Missouri
USD 75.2 M -USD 10.8 M -482,992 -13%
CX Institutional
7
CX Institutional
Indiana
USD 61 M +USD 1.4 M +62,874 +2%
Bank of America
8
Bank of America
North Carolina
USD 50.1 M +USD 1.39 M +62,377 +3%
Advisory Alpha
9
Advisory Alpha
Michigan
USD 49.8 M +USD 1.42 M +63,560 +3%
AssetMark Inc
10
AssetMark Inc
California
USD 43.8 M +USD 3.32 M +148,901 +8%
Goldman Sachs
11
Goldman Sachs
New York
USD 43.3 M +USD 40.6 M +1,819,895 +1,484%
Morgan Stanley
12
Morgan Stanley
New York
USD 42.5 M +USD 340 k +15,229 +0.8%
JP Morgan Chase
13
JP Morgan Chase
New York
USD 33.8 M +USD 3.56 M +159,517 +12%
Zurich Insurance Group
14
Zurich Insurance Group
Switzerland
USD 33.1 M – – –
Citadel Advisors
15
Citadel Advisors
Florida
USD 32.1 M +USD 32.1 M +1,438,482 Nuevas
Financial Plan Inc
16
Financial Plan Inc
Washington
USD 30.2 M +USD 1.85 M +83,119 +7%
FLA
17
Financial Life Advisors
Texas
USD 29 M +USD 5.79 M +259,619 +25%
Sanctuary Advisors
18
Sanctuary Advisors
Indiana
USD 24.3 M +USD 1.97 M +88,457 +9%
Baird Financial Group
19
Baird Financial Group
Wisconsin
USD 24.1 M +USD 73 k +3,273 +0.3%
L.J. Altfest & Co
20
L.J. Altfest & Co
New York
USD 19.8 M +USD 519 k +23,269 +3%
Gladstone Institutional Advisory
21
Gladstone Institutional Advisory
Florida
USD 19.7 M +USD 1.4 M +63,008 +8%
CFG
22
Compton Financial Group
Maryland
USD 19.4 M -USD 19.9 M -891,992 -51%
9FG
23
93 Financial Group
Massachusetts
USD 17.9 M +USD 484 k +21,700 +3%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
USD 17.5 M +USD 324 k +14,511 +2%
Private Advisor Group
25
Private Advisor Group
New Jersey
USD 15.9 M +USD 3.58 M +160,544 +29%
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