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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

205 hedge funds and large institutions have $5.06B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-2
Holders Change %
-0.97%
% of All Funds
2.98%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
26
Increased
74
Reduced
76
Closed
23
Calls
–
Puts
$265K
Net Calls
-$265K
Net Calls Change
+$617K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.73B
2
Stifel Financial
2
Stifel Financial
Missouri
$66.4M
3
LPL Financial
3
LPL Financial
California
$228M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$40.9M
5
State Street
5
State Street
Massachusetts
$78.6M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$31.9M
2
BlackRock
2
BlackRock
New York
$9.47M
3
FFM
3
Forum Financial Management
Illinois
$0
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$1.98M
5
TC
5
TownSquare Capital
Utah
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
26
Carr Financial Group
Massachusetts
$9.63M -$594K -27,526 -6%
BlackRock
27
BlackRock
New York
$9.47M -$13.7M -636,431 -59%
Mariner
28
Mariner
Kansas
$9.11M -$2.52M -116,960 -22%
T
29
Tidemark
California
$8.61M +$4.28M +198,362 +99%
EH
30
Equitable Holdings
New York
$8.52M -$3.77M -174,774 -31%
AWM
31
AE Wealth Management
Kansas
$8.3M +$552K +25,598 +7%
SFO
32
Stokes Family Office
Louisiana
$8.29M -$94.9K -4,400 -1%
APA
33
Astoria Portfolio Advisors
New York
$8.17M +$497K +23,037 +6%
LGW
34
Leslie Global Wealth
Illinois
$6.98M +$6.98M +323,743 New
CAC
35
Certified Advisory Corp
Florida
$6.88M +$225K +10,433 +3%
SWP
36
Stratos Wealth Partners
Ohio
$6.66M +$80.9K +3,749 +1%
CCA
37
Checchi Capital Advisers
California
$6.49M -$756K -35,034 -10%
CWM
38
Collaborative Wealth Management
Florida
$6.32M +$3.98M +184,327 +170%
KWM
39
Kingsview Wealth Management
Oregon
$6.16M +$84.2K +3,903 +1%
BEI
40
Benjamin Edwards Inc
Missouri
$5.9M +$2.6M +120,705 +79%
CWM
41
Chesapeake Wealth Management
Virginia
$5.68M -$182K -8,442 -3%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$5.31M +$69.2K +3,210 +1%
MA
43
Mutual Advisors
Nebraska
$5.11M -$137K -6,252 -3%
CFIA
44
Cantor Fitzgerald Investment Advisors
New York
$5.03M -$580K -26,897 -10%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$4.81M +$865K +40,086 +22%
Charles Schwab
46
Charles Schwab
California
$4.77M -$264K -12,226 -5%
HGA
47
Hobbs Group Advisors
South Carolina
$4.57M +$4.57M +211,877 New
TFGT
48
TS Financial Group (TSFG)
Illinois
$4.52M +$380K +17,595 +9%
USCWA
49
U.S. Capital Wealth Advisors
Texas
$4.42M +$232K +10,752 +6%
CSPAM
50
Cary Street Partners Asset Management
Virginia
$4.32M +$224K +10,368 +5%
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