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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

120 hedge funds and large institutions have $3.2B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 12 closing their positions.

Holders
120
Holders Change
+7
Holders Change %
+6.19%
% of All Funds
2.11%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
20
Increased
47
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.34B
2
MWM
2
Modera Wealth Management
New Jersey
$139M
3
Jane Street
3
Jane Street
New York
$78.3M
4
TC
4
TownSquare Capital
Utah
$46.1M
5
GLA
5
Good Life Advisors
Pennsylvania
$15.8M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$15M
2
Citadel Advisors
2
Citadel Advisors
Florida
$22.8M
3
Wells Fargo
3
Wells Fargo
California
$15.8M
4
FAIM
4
Financial Advocates Investment Management
Washington
$463K
5
CCC
5
Crescent Capital Consulting
Louisiana
$8.95M
Name Market Value Shares Shares
Change 		Shares
Change %
FAIM
76
Financial Advocates Investment Management
Washington
$463K 17,854 -364,628 -95%
WIC
77
Woodmont Investment Counsel
Tennessee
$395K 15,246 +15,246 New
MWC
78
MBM Wealth Consultants
Missouri
$390K 15,055 +3,761 +33%
WA
79
WBH Advisory
Maryland
$379K 14,611 +14,611 New
AAS
80
Avantax Advisory Services
Texas
$295K 11,403 -1,859 -14%
GIA
81
Gladstone Institutional Advisory
Florida
$294K 11,332 +11,332 New
DLHL
82
Donald L. Hagan LLC
Florida
$289K 11,131 +718 +7%
IWM
83
IHT Wealth Management
Illinois
$287K 11,086 +214 +2%
DI
84
Diligent Investors
California
$261K 10,053 – –
AAM
85
Advisors Asset Management
Colorado
$253K 9,763 +5,831 +148%
MSFS
86
Main Street Financial Solutions
Pennsylvania
$247K 9,522 +10 +0.1%
CW
87
CreativeOne Wealth
Kansas
$246K 9,491 -6,262 -40%
WWM
88
Western Wealth Management
Colorado
$244K 9,410 -4,966 -35%
FHA
89
Flagship Harbor Advisors
Massachusetts
$225K 8,660 -2,835 -25%
BS
90
Boenning & Scattergood
Pennsylvania
$203K 7,825 -600 -7%
TAIM
91
TD Ameritrade Investment Management
Nebraska
$123K 4,664 – –
CFGS
92
Concourse Financial Group Securities
Alabama
$105K 4,042 +1,330 +49%
FRA
93
Front Row Advisors
California
$104K 4,000 +4,000 New
SPIA
94
Steward Partners Investment Advisory
New York
$77.7K 2,997 +2,597 +649%
PP
95
Pacifica Partners
Canada
$64K 2,484 +2,484 New
EW
96
Element Wealth
Mississippi
$58K 2,239 +2,239 New
COCM
97
Charter Oak Capital Management
New Hampshire
$57K 2,212 – –
IA
98
IFP Advisors
Florida
$49K 1,886 -992 -34%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$49K 1,901 – –
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$48K 1,832 -12,318 -87%
2 3
4
5 6