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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

178 hedge funds and large institutions have $4.22B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+11
Holders Change %
+6.59%
% of All Funds
2.81%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
32
Increased
72
Reduced
53
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.29B
2
LPL Financial
2
LPL Financial
California
$150M
3
State Street
3
State Street
Massachusetts
$52M
4
RCS
4
Retirement Capital Strategies
California
$10.3M
5
PAG
5
Private Advisor Group
New Jersey
$18.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.57M
2
GI
2
Gradient Investments
Minnesota
$198K
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$620K
4
UBS Group
4
UBS Group
Switzerland
$796K
5
M1FG
5
Mach-1 Financial Group
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$2.76M +$2.14M +97,590 +342%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$2.75M +$2.55M +116,395 +1,247%
ACG
53
Allen Capital Group
Nebraska
$2.68M -$31.1K -1,420 -1%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$2.52M +$2.52M +115,184 New
DA
55
Detalus Advisors
Missouri
$2.38M +$166K +7,584 +8%
VPP
56
Vertex Planning Partners
Illinois
$2.04M +$129K +5,876 +7%
VWA
57
Visionary Wealth Advisors
Illinois
$1.91M -$53.6K -2,447 -3%
PCIA
58
Prime Capital Investment Advisors
Kansas
$1.89M +$1.89M +86,292 New
GC
59
Guidance Capital
Kentucky
$1.89M +$1.89M +88,318 New
AA
60
Alesco Advisors
New York
$1.87M – – –
PIA
61
Perennial Investment Advisors
California
$1.81M +$162K +7,406 +10%
CAMV
62
Concord Asset Management (Virginia)
Virginia
$1.78M -$49.7K -2,270 -3%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$1.72M -$141K -6,436 -8%
LEFP
64
Leading Edge Financial Planning
Tennessee
$1.7M +$64.2K +2,931 +4%
IWM
65
IHT Wealth Management
Illinois
$1.5M +$1.5M +68,598 New
ECM
66
Exchange Capital Management
Michigan
$1.48M -$50.7K -2,315 -3%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$1.45M +$1.45M +66,129 +64,832%
NCM
68
Northwest Capital Management
Oregon
$1.45M +$215K +9,835 +17%
DI
69
DFPG Investments
Utah
$1.39M +$4.88K +222 +0.4%
RT
70
Rockland Trust
Massachusetts
$1.36M -$238K -10,883 -15%
AT
71
Arden Trust
Delaware
$1.32M +$791K +36,108 +150%
BIA
72
Bell Investment Advisors
California
$1.3M -$3.09K -141 -0.2%
CWA
73
Centennial Wealth Advisory
Michigan
$1.28M -$15.8K -721 -1%
MML Investors Services
74
MML Investors Services
Massachusetts
$1.25M +$437K +19,948 +54%
WA
75
WBH Advisory
Maryland
$1.15M -$86.8K -3,963 -7%
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3
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