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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

131 hedge funds and large institutions have $3.59B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+11
Holders Change %
+9.17%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
23
Increased
49
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.73B
2
MWM
2
Modera Wealth Management
New Jersey
$182M
3
TC
3
TownSquare Capital
Utah
$82.6M
4
ZIG
4
Zurich Insurance Group
Switzerland
$21.6M
5
AssetMark Inc
5
AssetMark Inc
California
$9.97M

Top Sellers

1
Jane Street
1
Jane Street
New York
$12.5M
2
Citigroup
2
Citigroup
New York
$624K
3
Morgan Stanley
3
Morgan Stanley
New York
$8.11M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.8M
5
IAIM
5
International Assets Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$6.8M -$16M -618,207 -70%
SWP
27
Stratos Wealth Partners
Ohio
$6.77M -$21.8K -842 -0.3%
LFPWM
28
Leicht Financial Planning & Wealth Management
New Jersey
$6.61M -$1.38M -53,167 -17%
IWC
29
Integrated Wealth Concepts
Massachusetts
$5.42M +$5.42M +209,719 New
CA
30
CGN Advisors
Kansas
$5.29M +$220K +8,520 +4%
CCA
31
Checchi Capital Advisers
California
$4.94M -$71.2K -2,755 -1%
MWPCG
32
Measured Wealth Private Client Group
New Hampshire
$4.47M +$319K +12,356 +8%
ASN
33
Advisory Services Network
Georgia
$4.4M +$191K +7,372 +5%
VFA
34
Values First Advisors
Tennessee
$3.88M +$228K +8,820 +6%
CAC
35
Certified Advisory Corp
Florida
$3.75M +$222K +8,584 +6%
WCWM
36
Willow Creek Wealth Management
California
$3.42M +$449K +17,348 +15%
PIM
37
Penobscot Investment Management
Massachusetts
$3.4M +$925K +35,770 +37%
PWMG
38
Pinnacle Wealth Management Group
Michigan
$3.18M +$3.18M +122,969 New
WI
39
WBI Investments
New Jersey
$3.17M +$3.17M +122,464 New
ACG
40
Allen Capital Group
Nebraska
$3.15M -$1.17M -45,371 -27%
VWA
41
Visionary Wealth Advisors
Illinois
$3.11M +$603K +23,313 +24%
FWP
42
FAS Wealth Partners
Kansas
$2.87M -$65.2K -2,521 -2%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$2.36M -$683K -26,409 -22%
ECM
44
Exchange Capital Management
Michigan
$2.18M +$313K +12,092 +17%
Osaic Holdings
45
Osaic Holdings
Arizona
$2.09M -$686K -26,509 -25%
GVAG
46
Great Valley Advisor Group
Delaware
$1.96M -$101K -3,902 -5%
CWA
47
Centennial Wealth Advisory
Michigan
$1.92M +$631K +24,377 +49%
BCM
48
Boltwood Capital Management
California
$1.92M +$1.92M +74,100 New
ARC
49
Advisor Resource Council
Texas
$1.88M +$1.88M +72,657 New
AF
50
Advisornet Financial
Minnesota
$1.86M -$285K -11,004 -13%
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