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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

163 hedge funds and large institutions have $3.68B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 28 closing their positions.

Holders
163
Holders Change
+8
Holders Change %
+5.16%
% of All Funds
2.63%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
41
Increased
51
Reduced
56
Closed
28
Calls
$24K
Puts
–
Net Calls
+$24K
Net Calls Change
+$24K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.87B
2
CIM
2
Confluence Investment Management
Missouri
$54.2M
3
Ameriprise
3
Ameriprise
Minnesota
$37.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$21.6M
5
SFO
5
Stokes Family Office
Louisiana
$18.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
KW
2
KWB Wealth
California
$15.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$122M
4
AssetMark Inc
4
AssetMark Inc
California
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
51
Bell Investment Advisors
California
$1.34M -$39.3K -1,810 -3%
DI
52
DFPG Investments
Utah
$1.3M +$1.3M +58,161 New
GWSG
53
GPS Wealth Strategies Group
Colorado
$1.29M +$229K +10,559 +22%
VFA
54
Values First Advisors
Tennessee
$1.14M -$1.1M -50,869 -49%
CWA
55
Centennial Wealth Advisory
Michigan
$1.13M -$166K -7,634 -13%
Citadel Advisors
56
Citadel Advisors
Florida
$1.12M -$6.37M -293,667 -85%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$1.12M +$224K +10,303 +25%
MFG
58
Merit Financial Group
Georgia
$1.1M +$720K +33,200 +187%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$1.05M +$1.05M +48,368 New
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$1.04M -$74.9K -3,429 -7%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$1.04M +$233K +10,758 +29%
FFG
62
Ford Financial Group
California
$989K +$1.24K +57 +0.1%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$960K +$244K +11,250 +34%
SB
64
Strategic Blueprint
Georgia
$946K +$946K +43,594 New
VPP
65
Vertex Planning Partners
Illinois
$937K +$937K +43,183 New
VT
66
Vise Technologies
New York
$889K +$63.1K +2,909 +8%
CA
67
CGN Advisors
Kansas
$853K -$4.23M -195,030 -83%
TC
68
Trilogy Capital
California
$845K -$74.2K -3,420 -8%
MML Investors Services
69
MML Investors Services
Massachusetts
$822K +$167K +7,698 +26%
WI
70
WBI Investments
New Jersey
$819K +$156K +7,183 +24%
DA
71
Detalus Advisors
Missouri
$718K +$718K +33,089 New
FW
72
FirstPurpose Wealth
Utah
$717K -$84.4K -3,888 -11%
AWAU
73
Alliance Wealth Advisors (Utah)
Utah
$715K +$715K +32,964 New
CWM
74
Congress Wealth Management
Massachusetts
$705K -$140K -6,447 -17%
AWS
75
Atria Wealth Solutions
New York
$703K -$2.1M -96,585 -75%
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