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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

205 hedge funds and large institutions have $5.06B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-2
Holders Change %
-0.97%
% of All Funds
2.98%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
26
Increased
74
Reduced
76
Closed
23
Calls
–
Puts
$265K
Net Calls
-$265K
Net Calls Change
+$617K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.73B
2
Stifel Financial
2
Stifel Financial
Missouri
$66.4M
3
LPL Financial
3
LPL Financial
California
$228M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$40.9M
5
State Street
5
State Street
Massachusetts
$78.6M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$31.9M
2
BlackRock
2
BlackRock
New York
$9.47M
3
FFM
3
Forum Financial Management
Illinois
$0
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$1.98M
5
TC
5
TownSquare Capital
Utah
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
51
Detalus Advisors
Missouri
$4.27M +$228K +10,575 +6%
KAS
52
Kestra Advisory Services
Texas
$4.19M +$988K +45,807 +31%
PWG
53
Portside Wealth Group
Utah
$3.82M -$627K -29,089 -14%
WWM
54
Western Wealth Management
Colorado
$3.8M +$712K +33,015 +23%
RFN
55
Redwood Financial Network
Ohio
$3.43M -$25K -1,160 -0.7%
Fisher Asset Management
56
Fisher Asset Management
Washington
$3.38M +$3.13M +145,066 +1,262%
CICC
57
Capital Investment Counsel (Colorado)
Colorado
$3.37M -$80.2K -3,718 -2%
SHJ
58
Sharkey, Howes & Javer
Colorado
$3.33M +$385K +17,839 +13%
EB
59
Eastern Bank
Massachusetts
$2.99M -$15.1K -701 -0.5%
VPP
60
Vertex Planning Partners
Illinois
$2.99M +$1.06M +49,332 +55%
UCFA
61
United Capital Financial Advisors
Texas
$2.94M -$311K -14,432 -10%
SWM
62
Seed Wealth Management
Illinois
$2.91M +$426K +19,730 +17%
DAS
63
Dynamic Advisor Solutions
Arizona
$2.72M -$125K -5,806 -4%
GC
64
Guidance Capital
Kentucky
$2.36M +$129K +5,864 +6%
IWC
65
Integrated Wealth Concepts
Massachusetts
$2.29M -$105K -4,866 -4%
VWWMG
66
Vermillion & White Wealth Management Group
Pennsylvania
$2.25M +$152K +7,026 +7%
BCM
67
Boltwood Capital Management
California
$2.13M +$280K +12,961 +15%
WA
68
Waverly Advisors
Alabama
$2.05M +$2.05M +94,898 New
MWM
69
Meridian Wealth Management
Kentucky
$2.02M +$2.02M +93,753 New
WCWM
70
Willow Creek Wealth Management
California
$2M -$326K -15,107 -14%
OMC
71
Old Mission Capital
Illinois
$1.99M -$495K -22,955 -20%
PCIA
72
Prime Capital Investment Advisors
Kansas
$1.98M -$6.87M -318,507 -78%
AA
73
Alesco Advisors
New York
$1.98M +$38.4K +1,780 +2%
GWSG
74
GPS Wealth Strategies Group
Colorado
$1.92M -$153K -7,102 -7%
AT
75
Arden Trust
Delaware
$1.82M +$11.7K +541 +0.6%
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3
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