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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

207 hedge funds and large institutions have $4.89B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 86 increasing their positions, 58 reducing their positions, and 24 closing their positions.

Holders
207
Holders Change
+13
Holders Change %
+6.7%
% of All Funds
3%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
39
Increased
86
Reduced
58
Closed
24
Calls
$630K
Puts
$1.51M
Net Calls
-$882K
Net Calls Change
-$1.5M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.63B
2
Stifel Financial
2
Stifel Financial
Missouri
$39.7M
3
AssetMark Inc
3
AssetMark Inc
California
$30.9M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$20.3M
5
LPL Financial
5
LPL Financial
California
$208M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.2M
2
HCC
2
Hirtle Callaghan & Co
Pennsylvania
$32.7M
3
RCS
3
Retirement Capital Strategies
California
$3.08M
4
Wells Fargo
4
Wells Fargo
California
$1.37M
5
TNA
5
True North Advisors
Texas
$340K
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$11.7M 539,161 -43,223 -7%
CFG
27
Carr Financial Group
Massachusetts
$10.3M 473,767 -10,916 -2%
SFM
28
Signet Financial Management
New Jersey
$9.9M 455,899 +83,193 +22%
PCIA
29
Prime Capital Investment Advisors
Kansas
$8.91M 410,341 +394,016 +2,414%
SFO
30
Stokes Family Office
Louisiana
$8.45M 388,942 +26,997 +7%
FHA
31
Flagship Harbor Advisors
Massachusetts
$8.22M 378,540 +57 +0%
FFM
32
Forum Financial Management
Illinois
$7.81M 359,515 +359,515 New
AWM
33
AE Wealth Management
Kansas
$7.8M 358,987 -37,936 -10%
APA
34
Astoria Portfolio Advisors
New York
$7.49M 355,674 +31,643 +10%
CCA
35
Checchi Capital Advisers
California
$7.29M 335,741 +3,774 +1%
CAC
36
Certified Advisory Corp
Florida
$6.7M 308,508 +25,068 +9%
SWP
37
Stratos Wealth Partners
Ohio
$6.63M 305,078 +294,898 +2,897%
KWM
38
Kingsview Wealth Management
Oregon
$6.11M 281,521 +218 +0.1%
MOS
39
MGO One Seven
Ohio
$5.96M 274,211 +274,211 New
CWM
40
Chesapeake Wealth Management
Virginia
$5.9M 271,819 +5,740 +2%
CFIA
41
Cantor Fitzgerald Investment Advisors
New York
$5.65M 259,972 +3,740 +1%
AF
42
Allworth Financial
California
$5.61M 258,079 -8,925 -3%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$5.28M 243,126 +38,433 +19%
MA
44
Mutual Advisors
Nebraska
$5.2M 239,251 +8,214 +4%
Charles Schwab
45
Charles Schwab
California
$5.07M 233,214 -19,706 -8%
PWG
46
Portside Wealth Group
Utah
$4.48M 206,344 +7,944 +4%
T
47
Tidemark
California
$4.36M 200,749 +54,649 +37%
USCWA
48
U.S. Capital Wealth Advisors
Texas
$4.22M 194,077 +46,275 +31%
TFGT
49
TS Financial Group (TSFG)
Illinois
$4.17M 192,053 +184,137 +2,326%
CSPAM
50
Cary Street Partners Asset Management
Virginia
$4.13M 189,969 +7,907 +4%
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