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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

167 hedge funds and large institutions have $4.05B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 24 closing their positions.

Holders
167
Holders Change
+4
Holders Change %
+2.45%
% of All Funds
2.67%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.18%
New
30
Increased
57
Reduced
59
Closed
24
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$22K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.17B
2
Jane Street
2
Jane Street
New York
$45.3M
3
LPL Financial
3
LPL Financial
California
$118M
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$26.5M
5
CA
5
CGN Advisors
Kansas
$22M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$13M
2
Stifel Financial
2
Stifel Financial
Missouri
$5.64M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$358K
4
Ameriprise
4
Ameriprise
Minnesota
$30.4M
5
GLA
5
Good Life Advisors
Pennsylvania
$257K
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$8.32M 375,198 +40,951 +12%
TAIM
27
TD Ameritrade Investment Management
Nebraska
$7.84M 353,659 -12,389 -3%
AWM
28
AE Wealth Management
Kansas
$7.17M 323,253 +21,213 +7%
CWM
29
Comprehensive Wealth Management
Washington
$6.53M 294,492 -2,123 -0.7%
CFG
30
Carr Financial Group
Massachusetts
$6.52M 293,917 +275,286 +1,478%
CWM
31
Chesapeake Wealth Management
Virginia
$6.41M 289,161 +10,386 +4%
AF
32
Allworth Financial
California
$5.72M 257,755 -12,285 -5%
Stifel Financial
33
Stifel Financial
Missouri
$5.64M 254,435 -741,352 -74%
CAC
34
Certified Advisory Corp
Florida
$5.38M 242,476 +106,818 +79%
KWM
35
Kingsview Wealth Management
Oregon
$5.23M 235,954 -6,734 -3%
FHA
36
Flagship Harbor Advisors
Massachusetts
$5.03M 226,978 +115,155 +103%
IWC
37
Integrated Wealth Concepts
Massachusetts
$4.49M 202,420 +84,313 +71%
RFN
38
Redwood Financial Network
Ohio
$4.27M 192,488 -2,307 -1%
UBS Group
39
UBS Group
Switzerland
$3.84M 173,082 +17,100 +11%
CWP
40
Concord Wealth Partners
Virginia
$3.27M 147,562 -93,918 -39%
WCWM
41
Willow Creek Wealth Management
California
$2.87M 129,357 -2,131 -2%
ACG
42
Allen Capital Group
Nebraska
$2.74M 123,719 +123,719 New
DA
43
Detalus Advisors
Missouri
$2.24M 101,017 +67,928 +205%
M1FG
44
Mach-1 Financial Group
Arkansas
$2.22M 100 +100 New
GWSG
45
GPS Wealth Strategies Group
Colorado
$2.15M 97,094 +37,673 +63%
WI
46
WBI Investments
New Jersey
$2.14M 96,281 +58,547 +155%
Citadel Advisors
47
Citadel Advisors
Florida
$2M 90,077 +38,480 +75%
VWA
48
Visionary Wealth Advisors
Illinois
$1.98M 89,494 -1,025 -1%
SFM
49
Signet Financial Management
New Jersey
$1.95M 87,884 +87,884 New
VPP
50
Vertex Planning Partners
Illinois
$1.93M 87,170 +43,987 +102%
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