SPMB icon

SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

194 hedge funds and large institutions have $4.67B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+23
Holders Change %
+13.45%
% of All Funds
2.84%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
46
Increased
69
Reduced
67
Closed
22
Calls
$620K
Puts
$2K
Net Calls
+$618K
Net Calls Change
+$308K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.55B
2
Morgan Stanley
2
Morgan Stanley
New York
$69.2M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$30.6M
4
TC
4
TownSquare Capital
Utah
$105M
5
LPL Financial
5
LPL Financial
California
$194M

Top Sellers

1
CA
1
CGN Advisors
Kansas
$862K
2
UCFA
2
United Capital Financial Advisors
Texas
$5.91M
3
CF
3
Cantor Fitzgerald
New York
$0
4
HWP
4
Hibernia Wealth Partners
Louisiana
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$8.64M +$1.32M +60,600 +18%
FHA
27
Flagship Harbor Advisors
Massachusetts
$8.35M +$970K +43,971 +13%
SFM
28
Signet Financial Management
New Jersey
$8.23M +$1.61M +73,096 +24%
SFO
29
Stokes Family Office
Louisiana
$7.99M -$71.2K -3,224 -0.9%
CCA
30
Checchi Capital Advisers
California
$7.33M +$2.21M +99,938 +43%
TNA
31
True North Advisors
Texas
$7.27M +$6.93M +313,817 +2,003%
APA
32
Astoria Portfolio Advisors
New York
$7.06M +$7.06M +324,031 New
Stifel Financial
33
Stifel Financial
Missouri
$6.92M +$1.32M +59,998 +24%
CWM
34
Comprehensive Wealth Management
Washington
$6.43M +$372K +16,840 +6%
CAC
35
Certified Advisory Corp
Florida
$6.26M -$276K -12,521 -4%
KWM
36
Kingsview Wealth Management
Oregon
$6.21M +$24K +1,089 +0.4%
UCFA
37
United Capital Financial Advisors
Texas
$5.91M -$13.6M -615,118 -70%
AF
38
Allworth Financial
California
$5.89M -$170K -7,710 -3%
CWM
39
Chesapeake Wealth Management
Virginia
$5.87M -$436K -19,749 -7%
CFIA
40
Cantor Fitzgerald Investment Advisors
New York
$5.66M +$5.66M +256,232 New
Charles Schwab
41
Charles Schwab
California
$5.58M -$995K -45,085 -15%
MA
42
Mutual Advisors
Nebraska
$5.1M +$5.1M +231,037 New
Baird Financial Group
43
Baird Financial Group
Wisconsin
$4.52M +$4.52M +204,693 New
PWG
44
Portside Wealth Group
Utah
$4.38M +$254K +11,507 +6%
CSPAM
45
Cary Street Partners Asset Management
Virginia
$4.02M -$67.8K -3,072 -2%
RFN
46
Redwood Financial Network
Ohio
$3.8M -$110K -4,986 -3%
IWC
47
Integrated Wealth Concepts
Massachusetts
$3.44M -$478K -21,673 -12%
WI
48
WBI Investments
New Jersey
$3.4M -$177K -8,008 -5%
USCWA
49
U.S. Capital Wealth Advisors
Texas
$3.26M +$1.02M +46,304 +46%
T
50
Tidemark
California
$3.22M +$3.22M +146,100 New
1
2
3 4 5