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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

154 hedge funds and large institutions have $3.71B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 69 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-7
Holders Change %
-4.35%
% of All Funds
2.6%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
23
Increased
42
Reduced
69
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$26M
2
Bank of America
2
Bank of America
North Carolina
$25.8M
3
CF
3
Cantor Fitzgerald
New York
$15.9M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$123M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.2M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.9B
2
Jane Street
2
Jane Street
New York
$27.4M
3
MWM
3
Modera Wealth Management
New Jersey
$1.83M
4
CWM
4
Comprehensive Wealth Management
Washington
$7.25M
5
AWS
5
Atria Wealth Solutions
New York
$4.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$6.86M -$1.73M -75,611 -20%
CWM
27
Chesapeake Wealth Management
Virginia
$6.73M -$318K -13,925 -5%
GLA
28
Good Life Advisors
Pennsylvania
$6.72M -$702K -30,709 -9%
LFPWM
29
Leicht Financial Planning & Wealth Management
New Jersey
$5.79M -$89.9K -3,934 -2%
KWM
30
Kingsview Wealth Management
Oregon
$5.42M -$42.7K -1,870 -0.8%
AF
31
Allworth Financial
California
$5.15M -$80.3K -3,513 -2%
TAIM
32
TD Ameritrade Investment Management
Nebraska
$5.06M -$3.34M -146,390 -40%
RFN
33
Redwood Financial Network
Ohio
$4.71M +$447K +19,560 +10%
SMM
34
Stadion Money Management
Georgia
$4.54M -$199K -8,700 -4%
AWS
35
Atria Wealth Solutions
New York
$4.13M -$7.75M -339,333 -65%
CA
36
CGN Advisors
Kansas
$4.09M -$1.44M -63,169 -26%
ACG
37
Allen Capital Group
Nebraska
$3.81M +$28.3K +1,237 +0.7%
UBS Group
38
UBS Group
Switzerland
$3.6M +$3.21M +140,449 +824%
Mariner
39
Mariner
Kansas
$3.46M -$3.59M -156,898 -51%
TC
40
Telemus Capital
Michigan
$3.25M +$1.18M +51,839 +57%
RT
41
Rockland Trust
Massachusetts
$3.11M +$3.11M +135,938 New
FTUS
42
Flow Traders U.S.
New York
$2.93M -$143K -6,249 -5%
IWC
43
Integrated Wealth Concepts
Massachusetts
$2.87M -$2.04M -89,118 -41%
WCWM
44
Willow Creek Wealth Management
California
$2.75M +$162K +7,112 +6%
VFA
45
Values First Advisors
Tennessee
$2.3M -$2.55M -111,531 -53%
ARC
46
Advisor Resource Council
Texas
$2.16M +$2.16M +94,650 New
ECM
47
Exchange Capital Management
Michigan
$2.07M -$409K -17,905 -16%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$2.07M -$93K -4,070 -4%
HCC
49
Hirtle Callaghan & Co
Pennsylvania
$2.01M +$2.01M +87,779 New
VWA
50
Visionary Wealth Advisors
Illinois
$1.9M +$685 +30 +0%
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