SPMB icon

SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

150 hedge funds and large institutions have $3.97B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 45 increasing their positions, 54 reducing their positions, and 18 closing their positions.

Holders
150
Holders Change
+18
Holders Change %
+13.64%
% of All Funds
2.32%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
38
Increased
45
Reduced
54
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.97B
2
CI
2
CX Institutional
Indiana
$11.8M
3
ZIG
3
Zurich Insurance Group
Switzerland
$37.6M
4
DJSG
4
D.J. St. Germain
Massachusetts
$10.2M
5
CFIA
5
Cantor Fitzgerald Investment Advisors
New York
$9.38M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$0
3
MWM
3
Modera Wealth Management
New Jersey
$179M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$148K
5
Barclays
5
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Chesapeake Wealth Management
Virginia
$7.79M -$57.9K -2,282 -0.7%
LFPWM
27
Leicht Financial Planning & Wealth Management
New Jersey
$7.48M +$910K +35,841 +14%
Wells Fargo
28
Wells Fargo
California
$7.47M -$1.77M -69,858 -19%
KWM
29
Kingsview Wealth Management
Oregon
$6.23M +$33.1K +1,306 +0.5%
CA
30
CGN Advisors
Kansas
$6.06M +$330K +13,022 +6%
IA
31
IndexIQ Advisors
New York
$5.79M +$5.12M +201,584 +761%
SMM
32
Stadion Money Management
Georgia
$5.78M -$901K -35,500 -13%
AF
33
Allworth Financial
California
$5.35M +$5.33M +209,985 +32,810%
Morgan Stanley
34
Morgan Stanley
New York
$5.17M -$1.52M -59,774 -23%
VFA
35
Values First Advisors
Tennessee
$5.03M +$799K +31,493 +19%
Mariner
36
Mariner
Kansas
$4.28M -$634K -24,995 -13%
CCA
37
Checchi Capital Advisers
California
$4.05M -$788K -31,051 -16%
WI
38
WBI Investments
New Jersey
$3.98M +$610K +24,438 +18%
TC
39
Telemus Capital
Michigan
$3.95M +$3.95M +155,552 New
CAC
40
Certified Advisory Corp
Florida
$3.83M -$238K -9,376 -6%
IWC
41
Integrated Wealth Concepts
Massachusetts
$3.36M -$100K -3,952 -3%
SIM
42
Stratos Investment Management
Ohio
$3.2M +$416K +16,399 +15%
PWMG
43
Pinnacle Wealth Management Group
Michigan
$3.09M -$300K -11,826 -9%
WCWM
44
Willow Creek Wealth Management
California
$3.08M -$1.78M -70,145 -37%
ECM
45
Exchange Capital Management
Michigan
$3.04M -$81.3K -3,203 -3%
BCA
46
Biltmore Capital Advisors
New Jersey
$2.65M +$2.65M +104,201 New
ASN
47
Advisory Services Network
Georgia
$2.53M -$1.69M -66,552 -40%
PIM
48
Penobscot Investment Management
Massachusetts
$2.49M -$658K -25,910 -21%
FWP
49
FAS Wealth Partners
Kansas
$2.46M -$344K -13,549 -12%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$2.44M -$66.1K -2,606 -3%
1
2
3 4 5