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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

99 hedge funds and large institutions have $2.31B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
–
Holders Change %
0%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
10
Increased
47
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.87B
2
Citadel Advisors
2
Citadel Advisors
Florida
$28.9M
3
LPL Financial
3
LPL Financial
California
$38.8M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$60.4M
5
MMA
5
Miracle Mile Advisors
California
$7.65M

Top Sellers

1
Jane Street
1
Jane Street
New York
$9.97M
2
Bank of America
2
Bank of America
North Carolina
$21.1M
3
FI
3
FormulaFolio Investments
Michigan
$4.55M
4
VWA
4
Visionary Wealth Advisors
Illinois
$787K
5
LFAS
5
Level Four Advisory Services
Texas
$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
GL
76
Graypoint LLC
New York
$230K – – –
BS
77
Boenning & Scattergood
Pennsylvania
$224K +$665 +25 +0.3%
TAIM
78
TD Ameritrade Investment Management
Nebraska
$124K -$13.6K -511 -10%
CFGS
79
Concourse Financial Group Securities
Alabama
$93K -$406K -15,166 -81%
AAM
80
Advisors Asset Management
Colorado
$91K +$40.3K +1,514 +80%
IA
81
IFP Advisors
Florida
$76K +$212 +8 +0.3%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$49K – – –
Citigroup
83
Citigroup
New York
$47K – – –
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$45K +$27 +1 +0.1%
TFGT
85
TS Financial Group (TSFG)
Illinois
$35K +$15.9K +603 +84%
RIM
86
Rockbridge Investment Management
New York
$34K – – –
SFS
87
Sowell Financial Services
Arkansas
$26K – – –
LAS
88
Lloyd Advisory Services
Georgia
$20K +$799 +30 +4%
SIM
89
Sonora Investment Management
Arizona
$17K -$14.6K -534 -46%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$17K +$10.1K +375 +147%
TIM
91
Tortoise Investment Management
New York
$14K – – –
Fidelity Investments
92
Fidelity Investments
Massachusetts
$13K -$9.61K -366 -43%
TRCT
93
Tower Research Capital (TRC)
New York
$12K – – –
CAL
94
Capital Analysts LLC
Pennsylvania
$12K +$12K +447 New
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$9K – – –
PFA
96
Professional Financial Advisors
Nebraska
$9K +$9K +340 New
CAAS
97
Capital Asset Advisory Services
Michigan
$5K – – –
FEG
98
Financial Enhancement Group
Indiana
$1K – – –
GIA
99
Gladstone Institutional Advisory
Florida
– -$1.71M -63,863 Closed
AFP
100
Ausdal Financial Partners
Iowa
– -$338K -12,626 Closed
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4
5