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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

208 hedge funds and large institutions have $5.45B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 65 reducing their positions, and 27 closing their positions.

Holders
208
Holders Change
+3
Holders Change %
+1.46%
% of All Funds
3.01%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
32
Increased
88
Reduced
65
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.97B
2
BEI
2
Benjamin Edwards Inc
Missouri
$46.9M
3
LPL Financial
3
LPL Financial
California
$272M
4
State Street
4
State Street
Massachusetts
$114M
5
LJAC
5
L.J. Altfest & Co
New York
$14.6M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$33.5M
2
CFG
2
Carr Financial Group
Massachusetts
$1.73M
3
APA
3
Astoria Portfolio Advisors
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$31.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$62.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$12M 531,659 -49,182 -8%
SFM
27
Signet Financial Management
New Jersey
$11.7M 519,993 +45,490 +10%
T
28
Tidemark
California
$9.7M 430,682 +31,571 +8%
Mariner
29
Mariner
Kansas
$9.41M 417,568 -4,633 -1%
SFO
30
Stokes Family Office
Louisiana
$9.15M 405,917 +21,375 +6%
EH
31
Equitable Holdings
New York
$9.1M 403,931 +8,987 +2%
FHA
32
Flagship Harbor Advisors
Massachusetts
$8.79M 390,108 +390,108 New
KWM
33
Kingsview Wealth Management
Oregon
$8.13M 361,046 +75,622 +26%
CCA
34
Checchi Capital Advisers
California
$7.79M 345,876 +45,169 +15%
LGW
35
Leslie Global Wealth
Illinois
$7.75M 343,949 +20,206 +6%
SWP
36
Stratos Wealth Partners
Ohio
$7.54M 334,714 +25,887 +8%
CAC
37
Certified Advisory Corp
Florida
$7.48M 331,977 +13,036 +4%
CWM
38
Collaborative Wealth Management
Florida
$6.92M 307,054 +14,183 +5%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$6.48M 287,781 +41,445 +17%
CWM
40
Chesapeake Wealth Management
Virginia
$5.93M 263,403 +26 +0%
MA
41
Mutual Advisors
Nebraska
$5.61M 255,817 +22,818 +10%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$5.39M 239,207 +16,082 +7%
CFIA
43
Cantor Fitzgerald Investment Advisors
New York
$5.36M 237,710 +4,635 +2%
MOS
44
MGO One Seven
Ohio
$5.21M 231,466 +192,614 +496%
TFGT
45
TS Financial Group (TSFG)
Illinois
$4.88M 216,645 +6,997 +3%
DA
46
Detalus Advisors
Missouri
$4.7M 208,435 +10,563 +5%
USCWA
47
U.S. Capital Wealth Advisors
Texas
$4.63M 205,630 +801 +0.4%
CSPAM
48
Cary Street Partners Asset Management
Virginia
$4.6M 204,102 +3,765 +2%
PWG
49
Portside Wealth Group
Utah
$4.45M 197,447 +20,192 +11%
KAS
50
Kestra Advisory Services
Texas
$3.94M 174,789 -19,414 -10%
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