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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

154 hedge funds and large institutions have $3.71B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 69 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-7
Holders Change %
-4.35%
% of All Funds
2.6%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
23
Increased
42
Reduced
69
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$26M
2
Bank of America
2
Bank of America
North Carolina
$25.8M
3
CF
3
Cantor Fitzgerald
New York
$15.9M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$123M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.2M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.9B
2
Jane Street
2
Jane Street
New York
$27.4M
3
MWM
3
Modera Wealth Management
New Jersey
$1.83M
4
CWM
4
Comprehensive Wealth Management
Washington
$7.25M
5
AWS
5
Atria Wealth Solutions
New York
$4.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Modera Wealth Management
New Jersey
$1.83M -$13.6M -596,660 -88%
SWA
52
Stratos Wealth Advisors
Ohio
$1.66M +$99.4K +4,349 +6%
FHA
53
Flagship Harbor Advisors
Massachusetts
$1.63M -$1.28M -56,057 -44%
BIA
54
Bell Investment Advisors
California
$1.57M +$1.57M +68,879 New
AA
55
Alesco Advisors
New York
$1.44M +$83.2K +3,640 +6%
CWA
56
Centennial Wealth Advisory
Michigan
$1.41M -$112K -4,892 -7%
AWS
57
AJ Wealth Strategies
New York
$1.41M +$1.41M +61,543 New
SWP
58
Stratos Wealth Partners
Ohio
$1.34M -$5.54M -242,327 -80%
SAM
59
Strategy Asset Managers
California
$1.27M – – –
FWP
60
FAS Wealth Partners
Kansas
$1.12M -$596K -26,108 -35%
Renaissance Technologies
61
Renaissance Technologies
New York
$1.03M +$796K +34,800 +338%
FFG
62
Ford Financial Group
California
$967K +$647K +28,316 +202%
BA
63
Bridge Advisory
California
$965K +$343K +14,997 +55%
CWM
64
Congress Wealth Management
Massachusetts
$897K +$47.3K +2,071 +6%
MIAN
65
Mariner Independent Advisor Network
Kansas
$894K -$620K -27,140 -41%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$884K +$68.3K +2,989 +8%
CWM
67
Collaborative Wealth Management
Florida
$880K +$880K +38,508 New
FIM
68
Freedom Investment Management
Connecticut
$856K -$51.5K -2,253 -6%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$825K -$726K -31,785 -47%
Citadel Advisors
70
Citadel Advisors
Florida
$823K +$319K +13,964 +63%
ACK
71
Andrew C. Karlinski
$814K +$174K +7,616 +27%
FW
72
FirstPurpose Wealth
Utah
$801K +$37.2K +1,627 +5%
MWPCG
73
Measured Wealth Private Client Group
New Hampshire
$728K -$203K -8,879 -22%
RJA
74
Raymond James & Associates
Florida
$721K -$79.6K -3,487 -10%
TC
75
Trilogy Capital
California
$712K -$110K -4,825 -13%
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