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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

171 hedge funds and large institutions have $4.22B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-7
Holders Change %
-3.93%
% of All Funds
2.73%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
23
Increased
70
Reduced
56
Closed
30
Calls
$447K
Puts
$137K
Net Calls
+$310K
Net Calls Change
+$310K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.29B
2
LPL Financial
2
LPL Financial
California
$168M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$22.4M
4
Charles Schwab
4
Charles Schwab
California
$6.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.12M

Top Sellers

1
GVAG
1
Great Valley Advisor Group
Delaware
$0
2
RCS
2
Retirement Capital Strategies
California
$0
3
Bank of America
3
Bank of America
North Carolina
$31M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.23M
5
SWM
5
Scissortail Wealth Management
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
26
Carr Financial Group
Massachusetts
$8.16M +$2.13M +102,538 +35%
SFO
27
Stokes Family Office
Louisiana
$7.6M -$4.94M -237,416 -39%
BlackRock
28
BlackRock
New York
$7.36M +$2.33M +111,910 +46%
AWM
29
AE Wealth Management
Kansas
$7M -$69.6K -3,347 -1%
FHA
30
Flagship Harbor Advisors
Massachusetts
$6.96M +$156K +7,505 +2%
SFM
31
Signet Financial Management
New Jersey
$6.23M +$3.17M +152,196 +103%
Charles Schwab
32
Charles Schwab
California
$6.2M +$6.2M +298,005 New
Citadel Advisors
33
Citadel Advisors
Florida
$6.12M +$6.12M +294,257 New
CWM
34
Chesapeake Wealth Management
Virginia
$5.95M -$315K -15,147 -5%
KWM
35
Kingsview Wealth Management
Oregon
$5.83M +$858K +41,247 +17%
CWM
36
Comprehensive Wealth Management
Washington
$5.71M -$177K -8,511 -3%
AF
37
Allworth Financial
California
$5.71M +$255K +12,244 +5%
CAC
38
Certified Advisory Corp
Florida
$5.67M +$355K +18,501 +7%
Stifel Financial
39
Stifel Financial
Missouri
$5.27M +$159K +7,646 +3%
CCA
40
Checchi Capital Advisers
California
$4.83M +$4.83M +232,029 New
PWG
41
Portside Wealth Group
Utah
$3.89M +$97.9K +4,710 +3%
CSPAM
42
Cary Street Partners Asset Management
Virginia
$3.85M +$3.85M +185,134 New
IWC
43
Integrated Wealth Concepts
Massachusetts
$3.69M -$199K -9,580 -5%
RFN
44
Redwood Financial Network
Ohio
$3.69M -$178K -8,565 -5%
WI
45
WBI Investments
New Jersey
$3.37M +$401K +19,296 +14%
GWSG
46
GPS Wealth Strategies Group
Colorado
$3.3M +$423K +20,343 +15%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$2.62M -$2.71M -130,336 -51%
OMC
48
Old Mission Capital
Illinois
$2.51M +$2.51M +120,830 New
WCWM
49
Willow Creek Wealth Management
California
$2.42M -$277K -13,341 -10%
DA
50
Detalus Advisors
Missouri
$2.39M +$127K +6,128 +6%
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