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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

171 hedge funds and large institutions have $4.22B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-7
Holders Change %
-3.93%
% of All Funds
2.73%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
23
Increased
70
Reduced
56
Closed
30
Calls
$447K
Puts
$137K
Net Calls
+$310K
Net Calls Change
+$310K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.29B
2
LPL Financial
2
LPL Financial
California
$168M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$22.4M
4
Charles Schwab
4
Charles Schwab
California
$6.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.12M

Top Sellers

1
GVAG
1
Great Valley Advisor Group
Delaware
$0
2
RCS
2
Retirement Capital Strategies
California
$0
3
Bank of America
3
Bank of America
North Carolina
$31M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.23M
5
SWM
5
Scissortail Wealth Management
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACG
51
Allen Capital Group
Nebraska
$2.33M -$182K -8,852 -7%
SHJ
52
Sharkey, Howes & Javer
Colorado
$2.21M -$527K -25,341 -19%
USCWA
53
U.S. Capital Wealth Advisors
Texas
$2.11M +$1.73M +83,356 +459%
CWP
54
Concord Wealth Partners
Virginia
$2.01M -$1.07M -51,283 -35%
KFGK
55
Keystone Financial Group (Kentucky)
Kentucky
$2.01M +$1.76M +84,561 +707%
AT
56
Arden Trust
Delaware
$2.01M +$756K +36,328 +60%
VWA
57
Visionary Wealth Advisors
Illinois
$1.84M +$34.4K +1,654 +2%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$1.84M +$460K +22,113 +33%
AA
59
Alesco Advisors
New York
$1.83M +$54K +2,595 +3%
GC
60
Guidance Capital
Kentucky
$1.83M +$41.6K +2,054 +2%
PIA
61
Perennial Investment Advisors
California
$1.73M +$12.1K +581 +0.7%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$1.71M +$79.6K +3,827 +5%
VPP
63
Vertex Planning Partners
Illinois
$1.69M -$248K -11,939 -13%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$1.44M +$855K +41,116 +145%
NCM
65
Northwest Capital Management
Oregon
$1.38M +$7.26K +349 +0.5%
LEFP
66
Leading Edge Financial Planning
Tennessee
$1.34M -$273K -13,146 -17%
ECM
67
Exchange Capital Management
Michigan
$1.33M -$79.7K -3,830 -6%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$1.28M -$2.19M -105,349 -63%
CWA
69
Centennial Wealth Advisory
Michigan
$1.26M +$38.5K +1,849 +3%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$1.23M -$6.19M -297,884 -83%
BIA
71
Bell Investment Advisors
California
$1.18M -$46.8K -2,252 -4%
CWM
72
Collaborative Wealth Management
Florida
$1.18M +$390K +18,771 +50%
SIM
73
Stratos Investment Management
Ohio
$1.14M +$840K +40,372 +276%
CAMV
74
Concord Asset Management (Virginia)
Virginia
$1.1M -$595K -28,623 -35%
TC
75
Trilogy Capital
California
$1.09M +$24.8K +1,191 +2%
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