SPMB icon

SPDR Portfolio Mortgage Backed Bond ETF

161 hedge funds and large institutions have $4.08B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 59 reducing their positions, and 18 closing their positions.

Holders
161
Holders Change
+11
Holders Change %
+7.33%
% of All Funds
2.55%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
33
Increased
54
Reduced
59
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VWA
51
Visionary Wealth Advisors
Illinois
$1.99M 82,910 +1,204 +1%
FWP
52
FAS Wealth Partners
Kansas
$1.8M 74,962 -21,789 -23%
SWA
53
Stratos Wealth Advisors
Ohio
$1.64M 68,266 +50,134 +276%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$1.63M 67,892 -28,184 -29%
CWA
55
Centennial Wealth Advisory
Michigan
$1.6M 66,629 +9,864 +17%
MIAN
56
Mariner Independent Advisor Network
Kansas
$1.59M 66,289 +24,377 +58%
VT
57
Vise Technologies
New York
$1.54M 64,048 +64,048 New
AA
58
Alesco Advisors
New York
$1.42M 59,360 +460 +0.8%
SIM
59
Stratos Investment Management
Ohio
$1.4M 58,616 -67,352 -53%
SAM
60
Strategy Asset Managers
California
$1.33M 55,509
C
61
CEDRUS
Colorado
$1.26M 52,399 +22,111 +73%
Osaic Holdings
62
Osaic Holdings
Arizona
$1.13M 38,602 -5,234 -12%
Verition Fund Management
63
Verition Fund Management
Connecticut
$1.09M 45,645
PIM
64
Penobscot Investment Management
Massachusetts
$1.09M 45,320 -52,790 -54%
DLHL
65
Donald L. Hagan LLC
Florida
$1.08M 45,087 -26,015 -37%
MWPCG
66
Measured Wealth Private Client Group
New Hampshire
$976K 40,722 -8,311 -17%
FIM
67
Freedom Investment Management
Connecticut
$951K 39,697 -1,542 -4%
CWM
68
Congress Wealth Management
Massachusetts
$891K 37,191 -20,363 -35%
TC
69
Trilogy Capital
California
$862K 35,968 +35,968 New
LA
70
LexAurum Advisors
Kansas
$861K 35,937 -2,156 -6%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$856K 35,706 +15,362 +76%
RJA
72
Raymond James & Associates
Florida
$840K 35,059 +3,020 +9%
WA
73
WBH Advisory
Maryland
$806K 34,785 +7,910 +29%
FW
74
FirstPurpose Wealth
Utah
$801K 33,429 -5,689 -15%
PCIA
75
Prime Capital Investment Advisors
Kansas
$724K 28,526