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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

132 hedge funds and large institutions have $3.71B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
132
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
2.32%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
18
Increased
62
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.77B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$115M
3
LPL Financial
3
LPL Financial
California
$102M
4
MWM
4
Modera Wealth Management
New Jersey
$190M
5
Citadel Advisors
5
Citadel Advisors
Florida
$15.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
CCC
2
Crescent Capital Consulting
Louisiana
$91K
3
CWP
3
Concord Wealth Partners
Virginia
$15.5M
4
MWPCG
4
Measured Wealth Private Client Group
New Hampshire
$1.45M
5
Ameriprise
5
Ameriprise
Minnesota
$8.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
76
Stratos Wealth Advisors
Ohio
$476K -$176K -6,819 -27%
MC
77
Matisse Capital
Oregon
$448K +$448K +17,408 New
HH
78
Hilltop Holdings
Texas
$427K -$81.6K -3,173 -16%
MWC
79
MBM Wealth Consultants
Missouri
$392K +$16.5K +642 +4%
VAG
80
VisionPoint Advisory Group
Texas
$386K +$386K +15,060 New
AAM
81
Advisors Asset Management
Colorado
$369K +$77.6K +3,019 +27%
CW
82
CreativeOne Wealth
Kansas
$355K +$131K +5,119 +59%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$333K +$333K +12,939 New
DLHL
84
Donald L. Hagan LLC
Florida
$332K +$19.5K +758 +6%
ACM
85
Advisors Capital Management
New Jersey
$316K +$316K +12,277 New
IWM
86
IHT Wealth Management
Illinois
$294K +$7.94K +309 +3%
RC
87
RegentAtlantic Capital
New Jersey
$277K – – –
DI
88
Diligent Investors
California
$260K – – –
AAS
89
Avantax Advisory Services
Texas
$253K -$698K -28,133 -73%
MSFS
90
Main Street Financial Solutions
Pennsylvania
$248K +$1.52K +59 +0.6%
OMC
91
Old Mission Capital
Illinois
$234K -$365K -14,200 -61%
CIAS
92
CFS Investment Advisory Services
New Jersey
$228K +$228K +8,855 New
NCM
93
Next Capital Management
New York
$227K +$227K +8,820 New
PA
94
PSI Advisors
Florida
$215K +$215K +8,345 New
FRA
95
Front Row Advisors
California
$206K – – –
BS
96
Boenning & Scattergood
Pennsylvania
$200K -$26.3K -1,025 -12%
JCM
97
Jacobi Capital Management
Pennsylvania
$167K +$167K +6,481 New
TFGT
98
TS Financial Group (TSFG)
Illinois
$154K +$95.6K +3,727 +164%
CFGS
99
Concourse Financial Group Securities
Alabama
$146K +$33.3K +1,300 +30%
APA
100
American Portfolios Advisors
New York
$129K +$43.5K +1,693 +51%
2 3
4
5 6