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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

163 hedge funds and large institutions have $3.68B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+8
Holders Change %
+5.16%
% of All Funds
2.63%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
41
Increased
51
Reduced
56
Closed
28
Calls
$24K
Puts
–
Net Calls
+$24K
Net Calls Change
+$24K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.87B
2
CIM
2
Confluence Investment Management
Missouri
$54.2M
3
Ameriprise
3
Ameriprise
Minnesota
$37.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$21.6M
5
SFO
5
Stokes Family Office
Louisiana
$18.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
KW
2
KWB Wealth
California
$15.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$122M
4
AssetMark Inc
4
AssetMark Inc
California
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
76
Freedom Investment Management
Connecticut
$694K -$10.6K -487 -2%
CWM
77
Collaborative Wealth Management
Florida
$687K -$1.32K -61 -0.2%
BTWM
78
Baker Tilly Wealth Management
Wisconsin
$679K +$62.5K +2,880 +10%
SIM
79
Stratos Investment Management
Ohio
$659K +$659K +30,360 New
RJA
80
Raymond James & Associates
Florida
$615K -$63.7K -2,935 -9%
FM
81
Foster & Motley
Ohio
$597K +$205K +9,426 +52%
MWPCG
82
Measured Wealth Private Client Group
New Hampshire
$594K -$9.42K -434 -2%
VA
83
Valmark Advisers
Ohio
$591K +$591K +27,235 New
NCM
84
Northwest Capital Management
Oregon
$557K +$557K +25,679 New
GRP
85
Global Retirement Partners
California
$480K +$121K +5,593 +34%
VRM
86
Vectors Research Management
New York
$478K -$4.45K -205 -0.9%
HC
87
HNP Capital
New York
$478K -$4.45K -205 -0.9%
MWM
88
Modera Wealth Management
New Jersey
$461K -$628K -28,939 -58%
T
89
TCWP
Ohio
$443K +$55.1K +2,541 +14%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$443K -$22.3K -1,028 -5%
SWM
91
Sugarloaf Wealth Management
Georgia
$435K +$435K +20,039 New
ATPW
92
Ashton Thomas Private Wealth
Arizona
$434K -$78.9K -3,635 -15%
AWM
93
Apollon Wealth Management
South Carolina
$424K +$424K +19,529 New
BA
94
Bridge Advisory
California
$413K -$502K -23,135 -55%
DI
95
Disciplined Investments
Oklahoma
$405K +$2.82K +130 +0.7%
CFG
96
Carr Financial Group
Massachusetts
$404K +$404K +18,631 New
CA
97
Cetera Advisors
Colorado
$395K -$62.6K -2,885 -14%
Osaic Holdings
98
Osaic Holdings
Arizona
$393K +$40.8K +1,878 +12%
KAS
99
Kestra Advisory Services
Texas
$389K +$389K +17,945 New
LFAS
100
Level Four Advisory Services
Texas
$365K +$365K +16,833 New
2 3
4
5 6