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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

99 hedge funds and large institutions have $1.75B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+11
Holders Change %
+12.5%
% of All Funds
2.03%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
26
Increased
34
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$23.8M
2
LFPWM
2
Leicht Financial Planning & Wealth Management
New Jersey
$11.6M
3
UCFA
3
United Capital Financial Advisors
Texas
$10.6M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$49M
5
SWP
5
Stratos Wealth Partners
Ohio
$5.71M

Top Sellers

1
Jane Street
1
Jane Street
New York
$20.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.81M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.37B
4
Morgan Stanley
4
Morgan Stanley
New York
$5.93M
5
Bank of America
5
Bank of America
North Carolina
$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
76
TD Ameritrade Investment Management
Nebraska
$138K -$27.2K -1,019 -16%
CAN
77
Cetera Advisor Networks
California
$105K +$105K +3,934 New
PCIA
78
Prime Capital Investment Advisors
Kansas
$89K +$15.1K +565 +20%
IA
79
IFP Advisors
Florida
$76K +$76K +2,861 New
AAM
80
Advisors Asset Management
Colorado
$51K – – –
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$49K – – –
Citigroup
82
Citigroup
New York
$47K – – –
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$45K -$617 -23 -1%
RIM
84
Rockbridge Investment Management
New York
$34K +$34K +1,261 New
SIM
85
Sonora Investment Management
Arizona
$31K +$31K +1,157 New
SFS
86
Sowell Financial Services
Arkansas
$26K -$31.3K -1,166 -55%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$23K -$427 -16 -2%
LAS
88
Lloyd Advisory Services
Georgia
$19K +$184 +7 +1%
TFGT
89
TS Financial Group (TSFG)
Illinois
$19K +$19K +721 New
TIM
90
Tortoise Investment Management
New York
$14K +$14K +516 New
TRCT
91
Tower Research Capital (TRC)
New York
$12K – – –
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$10K – – –
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$7K – – –
CAAS
94
Capital Asset Advisory Services
Michigan
$5K – – –
CWM
95
Cedar Wealth Management
California
$1K -$275K -11,557 -100%
FEG
96
Financial Enhancement Group
Indiana
$1K -$2K -90 -67%
FFN
97
Focus Financial Network
Minnesota
– -$1.82M -68,289 Closed
SA
98
Stewardship Advisors
Pennsylvania
– -$1.6M -60,112 Closed
OC
99
Oppenheimer & Co
New York
– -$1.08M -40,312 Closed
Stifel Financial
100
Stifel Financial
Missouri
– -$508K -19,048 Closed
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4
5