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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

132 hedge funds and large institutions have $3.71B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
132
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
2.32%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
18
Increased
62
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.77B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$115M
3
LPL Financial
3
LPL Financial
California
$102M
4
MWM
4
Modera Wealth Management
New Jersey
$190M
5
Citadel Advisors
5
Citadel Advisors
Florida
$15.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
CCC
2
Crescent Capital Consulting
Louisiana
$91K
3
CWP
3
Concord Wealth Partners
Virginia
$15.5M
4
MWPCG
4
Measured Wealth Private Client Group
New Hampshire
$1.45M
5
Ameriprise
5
Ameriprise
Minnesota
$8.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
51
Centennial Wealth Advisory
Michigan
$1.89M -$25K -973 -1%
CWM
52
Cornerstone Wealth Management
Missouri
$1.76M +$63.9K +2,483 +4%
Osaic Holdings
53
Osaic Holdings
Arizona
$1.62M -$450K -17,504 -22%
MWPCG
54
Measured Wealth Private Client Group
New Hampshire
$1.45M -$3M -116,616 -67%
BCM
55
Boltwood Capital Management
California
$1.35M -$552K -21,450 -29%
Verition Fund Management
56
Verition Fund Management
Connecticut
$1.17M -$1.6K -62 -0.1%
LA
57
LexAurum Advisors
Kansas
$979K +$5.45K +212 +0.6%
FIM
58
Freedom Investment Management
Connecticut
$956K -$110K -4,261 -10%
Renaissance Technologies
59
Renaissance Technologies
New York
$892K +$892K +34,689 New
GL
60
Graypoint LLC
New York
$855K – – –
MML Investors Services
61
MML Investors Services
Massachusetts
$785K +$16.2K +629 +2%
BTWM
62
Baker Tilly Wealth Management
Wisconsin
$756K +$108K +4,182 +17%
UBS Group
63
UBS Group
Switzerland
$734K +$2.91K +113 +0.4%
ACM
64
Ategra Capital Management
Virginia
$733K – – –
MIAN
65
Mariner Independent Advisor Network
Kansas
$709K -$39.8K -1,548 -5%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$684K -$340K -13,194 -33%
IA
67
IndexIQ Advisors
New York
$680K +$323K +12,561 +90%
ATPW
68
Ashton Thomas Private Wealth
Arizona
$643K +$89.6K +3,482 +16%
RJA
69
Raymond James & Associates
Florida
$643K +$29K +1,129 +5%
VRM
70
Vectors Research Management
New York
$622K -$40.1K -1,558 -6%
HC
71
HNP Capital
New York
$622K -$40.1K -1,558 -6%
WA
72
WBH Advisory
Maryland
$620K +$6.15K +239 +1%
CA
73
Cetera Advisors
Colorado
$558K +$48.5K +1,884 +10%
TSA
74
Tri-Star Advisors
Texas
$533K – – –
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$502K +$502K +19,556 New
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3
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