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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

155 hedge funds and large institutions have $3.52B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.68%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
22
Increased
48
Reduced
61
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$50.9M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$2.74B
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$126M
4
CI
4
CX Institutional
Indiana
$20.3M
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$8.46M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$74.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
LPL Financial
3
LPL Financial
California
$72.1M
4
CCA
4
Checchi Capital Advisers
California
$281K
5
CF
5
Cantor Fitzgerald
New York
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAMV
26
Concord Asset Management (Virginia)
Virginia
$6.41M -$711K -33,168 -10%
GLA
27
Good Life Advisors
Pennsylvania
$6.28M -$24.5K -1,144 -0.4%
CWM
28
Chesapeake Wealth Management
Virginia
$6.22M -$99K -4,614 -2%
MCC
29
Money Concepts Capital
Florida
$5.9M -$539K -25,120 -8%
AF
30
Allworth Financial
California
$5.6M +$768K +35,796 +16%
LFPWM
31
Leicht Financial Planning & Wealth Management
New Jersey
$5.3M -$139K -6,485 -3%
PAG
32
Private Advisor Group
New Jersey
$5.29M -$1.15M -53,768 -18%
KWM
33
Kingsview Wealth Management
Oregon
$5.09M -$4.93K -230 -0.1%
CA
34
CGN Advisors
Kansas
$5.03M +$1.19M +55,555 +31%
RFN
35
Redwood Financial Network
Ohio
$4.46M +$36.7K +1,711 +0.8%
UBS Group
36
UBS Group
Switzerland
$3.23M -$151K -7,026 -4%
Mariner
37
Mariner
Kansas
$3.19M -$50.5K -2,354 -2%
RT
38
Rockland Trust
Massachusetts
$3.04M +$119K +5,564 +4%
AWS
39
Atria Wealth Solutions
New York
$2.77M -$1.11M -51,542 -29%
IWC
40
Integrated Wealth Concepts
Massachusetts
$2.53M -$162K -7,566 -6%
ACG
41
Allen Capital Group
Nebraska
$2.27M -$1.31M -60,984 -37%
VFA
42
Values First Advisors
Tennessee
$2.22M +$67.3K +3,138 +3%
CAC
43
Certified Advisory Corp
Florida
$1.96M +$1.61M +74,893 +460%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.89M -$54.1K -2,524 -3%
HCC
45
Hirtle Callaghan & Co
Pennsylvania
$1.88M – – –
ECM
46
Exchange Capital Management
Michigan
$1.88M -$68.5K -3,195 -4%
VWA
47
Visionary Wealth Advisors
Illinois
$1.81M +$34.2K +1,593 +2%
WCWM
48
Willow Creek Wealth Management
California
$1.81M -$768K -35,788 -30%
AA
49
Alesco Advisors
New York
$1.76M +$412K +19,200 +30%
FHA
50
Flagship Harbor Advisors
Massachusetts
$1.57M +$35.1K +1,635 +2%
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