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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

222 hedge funds and large institutions have $5.6B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
222
Holders Change
+14
Holders Change %
+6.73%
% of All Funds
2.96%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
38
Increased
103
Reduced
55
Closed
18
Calls
$119K
Puts
–
Net Calls
+$119K
Net Calls Change
+$119K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.94B
2
Stifel Financial
2
Stifel Financial
Missouri
$119M
3
BEI
3
Benjamin Edwards Inc
Missouri
$94.1M
4
LPL Financial
4
LPL Financial
California
$286M
5
CIM
5
Confluence Investment Management
Missouri
$84.6M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$27.8M
2
State Street
2
State Street
Massachusetts
$95.2M
3
PAG
3
Private Advisor Group
New Jersey
$15.1M
4
KW
4
KWB Wealth
California
$13M
5
AWM
5
AE Wealth Management
Kansas
$874K
Name Market Value Shares Shares
Change 		Shares
Change %
MA
51
Mutual Advisors
Nebraska
$4.66M 216,744 -39,073 -15%
USCWA
52
U.S. Capital Wealth Advisors
Texas
$4.59M 212,851 +7,221 +4%
PWG
53
Portside Wealth Group
Utah
$4.53M 210,000 +12,553 +6%
DA
54
Detalus Advisors
Missouri
$4.52M 209,554 +1,119 +0.5%
KAS
55
Kestra Advisory Services
Texas
$4.15M 192,720 +17,931 +10%
SHJ
56
Sharkey, Howes & Javer
Colorado
$3.99M 185,337 +25,160 +16%
Fisher Asset Management
57
Fisher Asset Management
Washington
$3.71M 172,112 +23,728 +16%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$3.61M 167,374 +49,554 +42%
WWG
59
West Wealth Group
California
$3.51M 162,659 +14,302 +10%
KIM
60
Kestra Investment Management
Texas
$3.26M 151,390 +6,895 +5%
WA
61
Waverly Advisors
Alabama
$3.12M 144,687 +11,831 +9%
SWM
62
Seed Wealth Management
Illinois
$3.08M 142,720 +7,870 +6%
GLA
63
Good Life Advisors
Pennsylvania
$3.07M 142,242 +97,820 +220%
VPP
64
Vertex Planning Partners
Illinois
$3.02M 140,335 +3,134 +2%
EB
65
Eastern Bank
Massachusetts
$2.95M 136,983 – –
Raymond James Financial
66
Raymond James Financial
Florida
$2.94M 136,510 +136,510 New
KFGK
67
Keystone Financial Group (Kentucky)
Kentucky
$2.76M 128,102 +10,731 +9%
RFN
68
Redwood Financial Network
Ohio
$2.66M 123,612 -26,623 -18%
WWM
69
Western Wealth Management
Colorado
$2.63M 121,950 +30,254 +33%
EFG
70
Ehrlich Financial Group
California
$2.6M 120,488 +120,488 New
VWA
71
Visionary Wealth Advisors
Illinois
$2.57M 119,396 +92,316 +341%
HBS
72
Howard Bailey Securities
Indiana
$2.56M 118,696 +11,516 +11%
IWC
73
Integrated Wealth Concepts
Massachusetts
$2.54M 117,859 +2,276 +2%
SIM
74
Synergy Investment Management
Florida
$2.54M 117,682 +117,682 New
UCFA
75
United Capital Financial Advisors
Texas
$2.53M 117,467 -6,579 -5%
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