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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

208 hedge funds and large institutions have $5.45B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 65 reducing their positions, and 27 closing their positions.

Holders
208
Holders Change
+3
Holders Change %
+1.46%
% of All Funds
3.01%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
32
Increased
88
Reduced
65
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.97B
2
BEI
2
Benjamin Edwards Inc
Missouri
$46.9M
3
LPL Financial
3
LPL Financial
California
$272M
4
State Street
4
State Street
Massachusetts
$114M
5
LJAC
5
L.J. Altfest & Co
New York
$14.6M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$33.5M
2
CFG
2
Carr Financial Group
Massachusetts
$1.73M
3
APA
3
Astoria Portfolio Advisors
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$31.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$62.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SHJ
51
Sharkey, Howes & Javer
Colorado
$3.61M 160,177 +5,840 +4%
AWM
52
AE Wealth Management
Kansas
$3.51M 156,007 -228,578 -59%
RFN
53
Redwood Financial Network
Ohio
$3.38M 150,235 -8,679 -5%
Fisher Asset Management
54
Fisher Asset Management
Washington
$3.34M 148,384 -8,181 -5%
WWG
55
West Wealth Group
California
$3.34M 148,357 +148,357 New
KIM
56
Kestra Investment Management
Texas
$3.26M 144,495 +144,495 New
VPP
57
Vertex Planning Partners
Illinois
$3.09M 137,201 -1,531 -1%
EB
58
Eastern Bank
Massachusetts
$3.09M 136,983 -1,844 -1%
SWM
59
Seed Wealth Management
Illinois
$3.04M 134,850 – –
WA
60
Waverly Advisors
Alabama
$2.99M 132,856 +37,958 +40%
HGA
61
Hobbs Group Advisors
South Carolina
$2.92M 129,520 -82,357 -39%
UCFA
62
United Capital Financial Advisors
Texas
$2.79M 124,046 -12,193 -9%
GC
63
Guidance Capital
Kentucky
$2.68M 120,882 +14,025 +13%
Citadel Advisors
64
Citadel Advisors
Florida
$2.66M 118,182 +89,948 +319%
DAS
65
Dynamic Advisor Solutions
Arizona
$2.66M 117,994 -7,902 -6%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$2.65M 117,820 +111,262 +1,697%
KFGK
67
Keystone Financial Group (Kentucky)
Kentucky
$2.64M 117,371 +117,371 New
IWC
68
Integrated Wealth Concepts
Massachusetts
$2.6M 115,583 +9,287 +9%
HBS
69
Howard Bailey Securities
Indiana
$2.41M 107,180 +107,180 New
SWA
70
Stratos Wealth Advisors
Ohio
$2.34M 104,011 +93,222 +864%
BCM
71
Boltwood Capital Management
California
$2.22M 98,688 +2 +0%
WCWM
72
Willow Creek Wealth Management
California
$2.09M 92,652 -235 -0.3%
AA
73
Alesco Advisors
New York
$2.07M 91,785 – –
WWM
74
Western Wealth Management
Colorado
$2.07M 91,696 -84,536 -48%
GWSG
75
GPS Wealth Strategies Group
Colorado
$1.95M 86,718 -2,202 -2%
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3
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