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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

167 hedge funds and large institutions have $4.05B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 24 closing their positions.

Holders
167
Holders Change
+4
Holders Change %
+2.45%
% of All Funds
2.67%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.18%
New
30
Increased
57
Reduced
59
Closed
24
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$22K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.17B
2
Jane Street
2
Jane Street
New York
$45.3M
3
LPL Financial
3
LPL Financial
California
$118M
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$26.5M
5
CA
5
CGN Advisors
Kansas
$22M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$13M
2
Stifel Financial
2
Stifel Financial
Missouri
$5.64M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$358K
4
Ameriprise
4
Ameriprise
Minnesota
$30.4M
5
GLA
5
Good Life Advisors
Pennsylvania
$257K
Name Market Value Shares Shares
Change 		Shares
Change %
AA
51
Alesco Advisors
New York
$1.9M 85,550 – –
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$1.88M 84,845 -73,118 -46%
CAMV
53
Concord Asset Management (Virginia)
Virginia
$1.86M 83,667 -9,246 -10%
CAN
54
Cetera Advisor Networks
California
$1.73M 77,876 +2,288 +3%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$1.67M 75,368 +75,368 New
PIA
56
Perennial Investment Advisors
California
$1.66M 75,020 +75,020 New
LEFP
57
Leading Edge Financial Planning
Tennessee
$1.66M 74,629 +9,584 +15%
RT
58
Rockland Trust
Massachusetts
$1.62M 72,847 -28,675 -28%
ECM
59
Exchange Capital Management
Michigan
$1.55M 70,092 -8,210 -10%
DI
60
DFPG Investments
Utah
$1.4M 63,009 +4,848 +8%
BIA
61
Bell Investment Advisors
California
$1.32M 59,314 -2,432 -4%
CWA
62
Centennial Wealth Advisory
Michigan
$1.31M 59,266 +7,066 +14%
WA
63
WBH Advisory
Maryland
$1.25M 56,544 +56,544 New
NCM
64
Northwest Capital Management
Oregon
$1.25M 56,294 +30,615 +119%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$1.18M 52,991 +1,583 +3%
FW
66
FirstPurpose Wealth
Utah
$1.06M 47,997 +14,969 +45%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$1.01M 45,491 +1,252 +3%
SB
68
Strategic Blueprint
Georgia
$977K 44,054 +460 +1%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$901K 40,737 -7,080 -15%
TC
70
Telemus Capital
Michigan
$898K 40,485 -34,843 -46%
TC
71
Trilogy Capital
California
$886K 39,959 +1,000 +3%
MML Investors Services
72
MML Investors Services
Massachusetts
$823K 37,092 -792 -2%
BTWM
73
Baker Tilly Wealth Management
Wisconsin
$821K 37,000 +5,710 +18%
SHJ
74
Sharkey, Howes & Javer
Colorado
$778K 35,088 +35,088 New
CWM
75
Collaborative Wealth Management
Florida
$771K 34,744 +3,092 +10%
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3
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