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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

120 hedge funds and large institutions have $3.2B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 12 closing their positions.

Holders
120
Holders Change
+7
Holders Change %
+6.19%
% of All Funds
2.11%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
20
Increased
47
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.34B
2
MWM
2
Modera Wealth Management
New Jersey
$139M
3
Jane Street
3
Jane Street
New York
$78.3M
4
TC
4
TownSquare Capital
Utah
$46.1M
5
GLA
5
Good Life Advisors
Pennsylvania
$15.8M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$15M
2
Citadel Advisors
2
Citadel Advisors
Florida
$22.8M
3
Wells Fargo
3
Wells Fargo
California
$15.8M
4
FAIM
4
Financial Advocates Investment Management
Washington
$463K
5
CCC
5
Crescent Capital Consulting
Louisiana
$8.95M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$6.65M 256,588 +173,617 +209%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$6.34M 244,604 +112,259 +85%
AWM
28
AE Wealth Management
Kansas
$6.05M 233,235 +60,472 +35%
CA
29
CGN Advisors
Kansas
$5.08M 195,961 +58,371 +42%
CCA
30
Checchi Capital Advisers
California
$5.02M 193,754 -10,624 -5%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$4.34M 167,303 +167,303 New
ACG
32
Allen Capital Group
Nebraska
$4.33M 167,126 -43,471 -21%
ASN
33
Advisory Services Network
Georgia
$4.22M 162,756 +10,125 +7%
MWPCG
34
Measured Wealth Private Client Group
New Hampshire
$4.16M 160,436 +18,669 +13%
VFA
35
Values First Advisors
Tennessee
$3.67M 141,385 +11,724 +9%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$3.57M 137,817 -14,268 -9%
CAC
37
Certified Advisory Corp
Florida
$3.53M 136,257 +136,257 New
MMA
38
Miracle Mile Advisors
California
$3.48M 134,192 -35,515 -21%
RIM
39
Redwood Investment Management
Arizona
$3.13M 120,603 -1,271 -1%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$3.06M 117,824 +72,539 +160%
WCWM
41
Willow Creek Wealth Management
California
$2.98M 114,946 +38,843 +51%
FWP
42
FAS Wealth Partners
Kansas
$2.94M 113,486 -4,740 -4%
Osaic Holdings
43
Osaic Holdings
Arizona
$2.78M 107,113 +23,004 +27%
VWA
44
Visionary Wealth Advisors
Illinois
$2.51M 96,877 +45,922 +90%
PIM
45
Penobscot Investment Management
Massachusetts
$2.48M 95,610 +95,610 New
AF
46
Advisornet Financial
Minnesota
$2.15M 83,027 -2,523 -3%
GVAG
47
Great Valley Advisor Group
Delaware
$2.07M 79,668 -93,324 -54%
ECM
48
Exchange Capital Management
Michigan
$1.87M 72,243 +3,851 +6%
PAG
49
Pinnacle Advisory Group
Maryland
$1.69M 65,166 +21,566 +49%
CWM
50
Cornerstone Wealth Management
Missouri
$1.63M 62,729 +37,744 +151%
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