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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

178 hedge funds and large institutions have $4.22B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+11
Holders Change %
+6.59%
% of All Funds
2.81%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
32
Increased
72
Reduced
53
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.29B
2
LPL Financial
2
LPL Financial
California
$150M
3
State Street
3
State Street
Massachusetts
$52M
4
RCS
4
Retirement Capital Strategies
California
$10.3M
5
PAG
5
Private Advisor Group
New Jersey
$18.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.57M
2
GI
2
Gradient Investments
Minnesota
$198K
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$620K
4
UBS Group
4
UBS Group
Switzerland
$796K
5
M1FG
5
Mach-1 Financial Group
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$7.82M +$7.82M +356,887 New
AWM
27
AE Wealth Management
Kansas
$7.44M +$360K +16,417 +5%
TAIM
28
TD Ameritrade Investment Management
Nebraska
$7.25M -$499K -22,754 -6%
FHA
29
Flagship Harbor Advisors
Massachusetts
$7.16M +$2.19M +100,029 +44%
CWM
30
Chesapeake Wealth Management
Virginia
$6.59M +$259K +11,814 +4%
CFG
31
Carr Financial Group
Massachusetts
$6.35M -$93.8K -4,283 -1%
CWM
32
Comprehensive Wealth Management
Washington
$6.21M -$247K -11,254 -4%
CAC
33
Certified Advisory Corp
Florida
$6.08M +$766K +34,984 +14%
SWM
34
Scissortail Wealth Management
Oklahoma
$5.96M +$5.96M +271,188 New
AF
35
Allworth Financial
California
$5.75M +$103K +4,715 +2%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$5.62M +$5.62M +256,408 New
Jane Street
37
Jane Street
New York
$5.57M -$39.2M -1,788,005 -88%
Stifel Financial
38
Stifel Financial
Missouri
$5.38M -$191K -8,705 -3%
BlackRock
39
BlackRock
New York
$5.3M +$5.3M +241,741 New
KWM
40
Kingsview Wealth Management
Oregon
$5.24M +$66K +3,013 +1%
IWC
41
Integrated Wealth Concepts
Massachusetts
$4.1M -$338K -15,426 -8%
RFN
42
Redwood Financial Network
Ohio
$4.07M -$143K -6,545 -3%
PWG
43
Portside Wealth Group
Utah
$3.99M +$3.99M +182,183 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$3.65M +$2.66M +121,275 +267%
CWP
45
Concord Wealth Partners
Virginia
$3.24M +$5.81K +265 +0.2%
SFM
46
Signet Financial Management
New Jersey
$3.23M +$1.3M +59,530 +68%
WI
47
WBI Investments
New Jersey
$3.12M +$1.01M +46,315 +48%
GWSG
48
GPS Wealth Strategies Group
Colorado
$3.03M +$898K +40,987 +42%
SHJ
49
Sharkey, Howes & Javer
Colorado
$2.88M +$2.11M +96,334 +275%
WCWM
50
Willow Creek Wealth Management
California
$2.85M +$12.4K +565 +0.4%
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