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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

150 hedge funds and large institutions have $3.97B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 45 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+18
Holders Change %
+13.64%
% of All Funds
2.32%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
38
Increased
45
Reduced
54
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.97B
2
CI
2
CX Institutional
Indiana
$11.8M
3
ZIG
3
Zurich Insurance Group
Switzerland
$37.6M
4
DJSG
4
D.J. St. Germain
Massachusetts
$10.2M
5
CFIA
5
Cantor Fitzgerald Investment Advisors
New York
$9.38M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$0
3
MWM
3
Modera Wealth Management
New Jersey
$179M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$148K
5
Barclays
5
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
51
Great Valley Advisor Group
Delaware
$2.28M -$144K -5,655 -6%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$2.24M -$268K -10,553 -11%
ACG
53
Allen Capital Group
Nebraska
$2.1M -$112K -4,429 -5%
VWA
54
Visionary Wealth Advisors
Illinois
$2.07M -$440K -17,340 -18%
BIA
55
Bell Investment Advisors
California
$2.04M -$647K -25,514 -24%
ARC
56
Advisor Resource Council
Texas
$1.91M +$1.91M +75,123 New
DLHL
57
Donald L. Hagan LLC
Florida
$1.81M +$1.48M +58,187 +451%
MF
58
Meridian Financial
Massachusetts
$1.77M +$1.77M +69,935 New
CWM
59
Cornerstone Wealth Management
Missouri
$1.75M +$2.7K +106 +0.2%
AA
60
Alesco Advisors
New York
$1.5M +$1.5M +58,900 New
Jane Street
61
Jane Street
New York
$1.49M +$1.49M +58,855 New
CWM
62
Congress Wealth Management
Massachusetts
$1.46M +$1.46M +57,554 New
FHA
63
Flagship Harbor Advisors
Massachusetts
$1.45M +$1.45M +57,294 New
CWA
64
Centennial Wealth Advisory
Michigan
$1.44M -$422K -16,607 -23%
SAM
65
Strategy Asset Managers
California
$1.41M +$1.41M +55,509 New
MWPCG
66
Measured Wealth Private Client Group
New Hampshire
$1.24M -$181K -7,143 -13%
OMC
67
Old Mission Capital
Illinois
$1.18M +$949K +37,393 +411%
Verition Fund Management
68
Verition Fund Management
Connecticut
$1.16M – – –
Osaic Holdings
69
Osaic Holdings
Arizona
$1.11M -$489K -19,264 -31%
MIAN
70
Mariner Independent Advisor Network
Kansas
$1.06M +$363K +14,329 +52%
FIM
71
Freedom Investment Management
Connecticut
$1.05M +$104K +4,086 +11%
CWM
72
Collaborative Wealth Management
Florida
$1.04M +$1.04M +40,927 New
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$998K +$998K +39,321 New
FW
74
FirstPurpose Wealth
Utah
$993K +$993K +39,118 New
LA
75
LexAurum Advisors
Kansas
$967K +$279 +11 +0%
1 2
3
4 5