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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

207 hedge funds and large institutions have $4.89B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 86 increasing their positions, 58 reducing their positions, and 24 closing their positions.

Holders
207
Holders Change
+13
Holders Change %
+6.7%
% of All Funds
3%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
39
Increased
86
Reduced
58
Closed
24
Calls
$630K
Puts
$1.51M
Net Calls
-$882K
Net Calls Change
-$1.5M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.63B
2
Stifel Financial
2
Stifel Financial
Missouri
$39.7M
3
AssetMark Inc
3
AssetMark Inc
California
$30.9M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$20.3M
5
LPL Financial
5
LPL Financial
California
$208M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.2M
2
HCC
2
Hirtle Callaghan & Co
Pennsylvania
$32.7M
3
RCS
3
Retirement Capital Strategies
California
$3.08M
4
Wells Fargo
4
Wells Fargo
California
$1.37M
5
TNA
5
True North Advisors
Texas
$340K
Name Market Value Shares Shares
Change 		Shares
Change %
DA
51
Detalus Advisors
Missouri
$4.07M 187,297 +66,631 +55%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$3.98M 183,039 +92,127 +101%
CICC
53
Capital Investment Counsel (Colorado)
Colorado
$3.48M 160,102 +80,700 +102%
RFN
54
Redwood Financial Network
Ohio
$3.48M 160,074 -12,318 -7%
BEI
55
Benjamin Edwards Inc
Missouri
$3.32M 152,804 +150,158 +5,675%
UCFA
56
United Capital Financial Advisors
Texas
$3.27M 150,671 -117,210 -44%
KAS
57
Kestra Advisory Services
Texas
$3.22M 148,396 +98,400 +197%
WWM
58
Western Wealth Management
Colorado
$3.11M 143,217 +12,039 +9%
RCS
59
Retirement Capital Strategies
California
$3.08M 141,939 -466,781 -77%
EB
60
Eastern Bank
Massachusetts
$3.03M 139,528 – –
SHJ
61
Sharkey, Howes & Javer
Colorado
$2.96M 136,498 +32,621 +31%
DAS
62
Dynamic Advisor Solutions
Arizona
$2.86M 131,702 +589 +0.4%
KFGK
63
Keystone Financial Group (Kentucky)
Kentucky
$2.57M 118,137 +17,382 +17%
OMC
64
Old Mission Capital
Illinois
$2.5M 114,982 +114,982 New
SWM
65
Seed Wealth Management
Illinois
$2.48M 115,120 +24,190 +27%
IWC
66
Integrated Wealth Concepts
Massachusetts
$2.41M 111,162 -44,579 -29%
CWM
67
Collaborative Wealth Management
Florida
$2.36M 108,544 +20,493 +23%
WCWM
68
Willow Creek Wealth Management
California
$2.35M 107,994 – –
GC
69
Guidance Capital
Kentucky
$2.13M 100,993 +31,040 +44%
VWWMG
70
Vermillion & White Wealth Management Group
Pennsylvania
$2.11M 97,268 +97,268 New
GWSG
71
GPS Wealth Strategies Group
Colorado
$2.09M 96,022 -290 -0.3%
AA
72
Alesco Advisors
New York
$1.95M 90,005 – –
VPP
73
Vertex Planning Partners
Illinois
$1.94M 89,400 -931 -1%
BCM
74
Boltwood Capital Management
California
$1.86M 85,725 – –
AT
75
Arden Trust
Delaware
$1.82M 83,781 -27,450 -25%
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