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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

132 hedge funds and large institutions have $3.71B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
132
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
2.32%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
18
Increased
62
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.77B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$115M
3
LPL Financial
3
LPL Financial
California
$102M
4
MWM
4
Modera Wealth Management
New Jersey
$190M
5
Citadel Advisors
5
Citadel Advisors
Florida
$15.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
CCC
2
Crescent Capital Consulting
Louisiana
$91K
3
CWP
3
Concord Wealth Partners
Virginia
$15.5M
4
MWPCG
4
Measured Wealth Private Client Group
New Hampshire
$1.45M
5
Ameriprise
5
Ameriprise
Minnesota
$8.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFPWM
26
Leicht Financial Planning & Wealth Management
New Jersey
$6.68M +$94.5K +3,669 +1%
KWM
27
Kingsview Wealth Management
Oregon
$6.28M +$5.05M +196,205 +408%
CA
28
CGN Advisors
Kansas
$5.81M +$547K +21,269 +10%
Mariner
29
Mariner
Kansas
$4.98M +$4.98M +193,708 New
WCWM
30
Willow Creek Wealth Management
California
$4.93M +$1.53M +59,301 +45%
CCA
31
Checchi Capital Advisers
California
$4.9M -$9.34K -363 -0.2%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$4.37M +$2.95M +114,661 +207%
VFA
33
Values First Advisors
Tennessee
$4.29M +$428K +16,624 +11%
ASN
34
Advisory Services Network
Georgia
$4.28M -$96.9K -3,769 -2%
CAC
35
Certified Advisory Corp
Florida
$4.12M +$392K +15,244 +11%
IWC
36
Integrated Wealth Concepts
Massachusetts
$3.51M -$1.89M -73,457 -35%
PWMG
37
Pinnacle Wealth Management Group
Michigan
$3.44M +$272K +10,589 +9%
WI
38
WBI Investments
New Jersey
$3.42M +$318K +12,557 +10%
PIM
39
Penobscot Investment Management
Massachusetts
$3.19M -$189K -7,360 -6%
ECM
40
Exchange Capital Management
Michigan
$3.17M +$997K +38,749 +46%
Barclays
41
Barclays
United Kingdom
$2.9M +$1.97M +76,699 +214%
FWP
42
FAS Wealth Partners
Kansas
$2.84M -$17.1K -665 -0.6%
SIM
43
Stratos Investment Management
Ohio
$2.82M +$2.82M +109,569 New
BIA
44
Bell Investment Advisors
California
$2.72M +$2.72M +105,907 New
VWA
45
Visionary Wealth Advisors
Illinois
$2.55M -$544K -21,144 -18%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$2.54M +$187K +7,290 +8%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$2.54M +$940K +36,539 +59%
GVAG
48
Great Valley Advisor Group
Delaware
$2.45M +$498K +19,354 +26%
ACG
49
Allen Capital Group
Nebraska
$2.24M -$890K -34,585 -28%
MMA
50
Miracle Mile Advisors
California
$1.94M +$1M +39,070 +107%
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