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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

163 hedge funds and large institutions have $3.68B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 28 closing their positions.

Holders
163
Holders Change
+8
Holders Change %
+5.16%
% of All Funds
2.63%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
41
Increased
51
Reduced
56
Closed
28
Calls
$24K
Puts
–
Net Calls
+$24K
Net Calls Change
+$24K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.87B
2
CIM
2
Confluence Investment Management
Missouri
$54.2M
3
Ameriprise
3
Ameriprise
Minnesota
$37.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$21.6M
5
SFO
5
Stokes Family Office
Louisiana
$18.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
KW
2
KWB Wealth
California
$15.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$122M
4
AssetMark Inc
4
AssetMark Inc
California
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
26
Allworth Financial
California
$5.86M +$192K +8,834 +3%
LFPWM
27
Leicht Financial Planning & Wealth Management
New Jersey
$5.31M -$47.3K -2,178 -0.9%
KWM
28
Kingsview Wealth Management
Oregon
$5.27M +$122K +5,641 +2%
CWP
29
Concord Wealth Partners
Virginia
$5.24M -$7.24M -333,795 -58%
RFN
30
Redwood Financial Network
Ohio
$4.23M -$282K -12,999 -6%
Mariner
31
Mariner
Kansas
$4.14M +$907K +41,808 +28%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$3.43M +$1.52M +70,025 +80%
UBS Group
33
UBS Group
Switzerland
$3.38M +$119K +5,505 +4%
GIM
34
Goelzer Investment Management
Indiana
$3.05M +$3.05M +140,529 New
CAC
35
Certified Advisory Corp
Florida
$2.94M +$966K +44,499 +49%
WCWM
36
Willow Creek Wealth Management
California
$2.85M +$1.02M +47,080 +56%
IWC
37
Integrated Wealth Concepts
Massachusetts
$2.56M +$868 +40 +0%
FHA
38
Flagship Harbor Advisors
Massachusetts
$2.43M +$842K +38,815 +53%
BEI
39
Benjamin Edwards Inc
Missouri
$2.25M +$2.25M +103,744 New
RT
40
Rockland Trust
Massachusetts
$2.2M -$868K -39,980 -28%
CAMV
41
Concord Asset Management (Virginia)
Virginia
$2.02M -$4.47M -205,805 -69%
VWA
42
Visionary Wealth Advisors
Illinois
$1.96M +$130K +5,986 +7%
HCC
43
Hirtle Callaghan & Co
Pennsylvania
$1.9M – – –
AA
44
Alesco Advisors
New York
$1.86M +$72.7K +3,350 +4%
MCC
45
Money Concepts Capital
Florida
$1.76M -$4.21M -193,945 -71%
ECM
46
Exchange Capital Management
Michigan
$1.7M -$201K -9,272 -11%
TC
47
Telemus Capital
Michigan
$1.67M +$1.38M +62,223 +475%
CAN
48
Cetera Advisor Networks
California
$1.64M +$1.21M +55,579 +278%
SMF
49
Sterling Manor Financial
New York
$1.58M +$304K +14,018 +24%
LEFP
50
Leading Edge Financial Planning
Tennessee
$1.41M +$1.41M +65,045 New
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