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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

113 hedge funds and large institutions have $2.62B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
113
Holders Change
+14
Holders Change %
+14.14%
% of All Funds
2%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
25
Increased
49
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.03B
2
LPL Financial
2
LPL Financial
California
$75.1M
3
Citigroup
3
Citigroup
New York
$23.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$47.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$18.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.11M
2
OMC
2
Old Mission Capital
Illinois
$5.91M
3
MMA
3
Miracle Mile Advisors
California
$4.48M
4
VFA
4
Voya Financial Advisors
Connecticut
$0
5
RJA
5
Raymond James & Associates
Florida
$617K
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
76
WealthSource Partners
California
$367K +$107K +4,042 +41%
AAS
77
Avantax Advisory Services
Texas
$348K +$15.5K +592 +5%
FHA
78
Flagship Harbor Advisors
Massachusetts
$304K +$17.1K +645 +6%
MWC
79
MBM Wealth Consultants
Missouri
$298K +$298K +11,294 New
IWM
80
IHT Wealth Management
Illinois
$287K -$6.2K -235 -2%
DLHL
81
Donald L. Hagan LLC
Florida
$275K +$275K +10,413 New
DI
82
Diligent Investors
California
$266K – – –
MSFS
83
Main Street Financial Solutions
Pennsylvania
$251K +$251K +9,512 New
CIAS
84
CFS Investment Advisory Services
New Jersey
$240K +$240K +9,100 New
EB
85
Eastern Bank
Massachusetts
$225K -$263K -9,946 -54%
BS
86
Boenning & Scattergood
Pennsylvania
$223K – – –
BTWM
87
Baker Tilly Wealth Management
Wisconsin
$222K +$222K +8,394 New
CAN
88
Cetera Advisor Networks
California
$200K +$200K +7,582 New
TAIM
89
TD Ameritrade Investment Management
Nebraska
$123K +$211 +8 +0.2%
AAM
90
Advisors Asset Management
Colorado
$104K +$13.6K +514 +15%
IA
91
IFP Advisors
Florida
$76K +$238 +9 +0.3%
CFGS
92
Concourse Financial Group Securities
Alabama
$72K -$20.2K -761 -22%
CWP
93
Concord Wealth Partners
Virginia
$68K +$68K +2,560 New
COCM
94
Charter Oak Capital Management
New Hampshire
$58K +$58K +2,212 New
TAM
95
Tucker Asset Management
Colorado
$54.8K +$54.8K +2,075 New
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$49K – – –
BWM
97
Baystate Wealth Management
Massachusetts
$46K +$46K +1,742 New
TFGT
98
TS Financial Group (TSFG)
Illinois
$35K – – –
RIM
99
Rockbridge Investment Management
New York
$33K – – –
LAS
100
Lloyd Advisory Services
Georgia
$25K +$5.24K +199 +26%
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4
5