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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

194 hedge funds and large institutions have $4.67B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+23
Holders Change %
+13.45%
% of All Funds
2.84%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
46
Increased
69
Reduced
67
Closed
22
Calls
$620K
Puts
$2K
Net Calls
+$618K
Net Calls Change
+$308K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.55B
2
Morgan Stanley
2
Morgan Stanley
New York
$69.2M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$30.6M
4
TC
4
TownSquare Capital
Utah
$105M
5
LPL Financial
5
LPL Financial
California
$194M

Top Sellers

1
CA
1
CGN Advisors
Kansas
$862K
2
UCFA
2
United Capital Financial Advisors
Texas
$5.91M
3
CF
3
Cantor Fitzgerald
New York
$0
4
HWP
4
Hibernia Wealth Partners
Louisiana
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$3.14M +$359K +16,252 +13%
MWM
52
Meridian Wealth Management
Kentucky
$3.12M +$3.12M +141,311 New
EB
53
Eastern Bank
Massachusetts
$3.08M +$3.08M +139,528 New
ACG
54
Allen Capital Group
Nebraska
$2.94M +$441K +19,978 +18%
WWM
55
Western Wealth Management
Colorado
$2.9M +$1.97M +89,151 +212%
DAS
56
Dynamic Advisor Solutions
Arizona
$2.86M +$2.86M +131,113 New
DA
57
Detalus Advisors
Missouri
$2.66M +$131K +5,937 +5%
AT
58
Arden Trust
Delaware
$2.45M +$326K +14,785 +15%
JIP
59
Jaffetilchin Investment Partners
Florida
$2.45M +$2.45M +110,953 New
WCWM
60
Willow Creek Wealth Management
California
$2.38M -$190K -8,587 -7%
SHJ
61
Sharkey, Howes & Javer
Colorado
$2.29M -$48.6K -2,204 -2%
KFGK
62
Keystone Financial Group (Kentucky)
Kentucky
$2.22M +$93.6K +4,240 +4%
GWSG
63
GPS Wealth Strategies Group
Colorado
$2.13M -$1.37M -62,112 -39%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$2.01M +$651K +29,495 +48%
SWM
65
Seed Wealth Management
Illinois
$2M +$2M +90,930 New
VPP
66
Vertex Planning Partners
Illinois
$1.99M +$204K +9,224 +11%
AA
67
Alesco Advisors
New York
$1.99M +$41.1K +1,860 +2%
CWM
68
Collaborative Wealth Management
Florida
$1.94M +$693K +31,399 +55%
BCM
69
Boltwood Capital Management
California
$1.89M +$985K +44,650 +109%
MFG
70
Merit Financial Group
Georgia
$1.88M +$934K +42,302 +98%
ARC
71
Advisor Resource Council
Texas
$1.88M +$1.88M +84,963 New
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$1.8M -$14.1K -641 -0.8%
CICC
73
Capital Investment Counsel (Colorado)
Colorado
$1.75M +$1.75M +79,402 New
CWP
74
Concord Wealth Partners
Virginia
$1.59M -$536K -24,299 -25%
GC
75
Guidance Capital
Kentucky
$1.53M -$448K -20,419 -23%
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