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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

167 hedge funds and large institutions have $4.05B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 24 closing their positions.

Holders
167
Holders Change
+4
Holders Change %
+2.45%
% of All Funds
2.67%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.18%
New
30
Increased
57
Reduced
59
Closed
24
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$22K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.17B
2
Jane Street
2
Jane Street
New York
$45.3M
3
LPL Financial
3
LPL Financial
California
$118M
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$26.5M
5
CA
5
CGN Advisors
Kansas
$22M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$13M
2
Stifel Financial
2
Stifel Financial
Missouri
$5.64M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$358K
4
Ameriprise
4
Ameriprise
Minnesota
$30.4M
5
GLA
5
Good Life Advisors
Pennsylvania
$257K
Name Market Value Shares Shares
Change 		Shares
Change %
MCC
76
Money Concepts Capital
Florida
$738K 104,130 +23,222 +29%
AWAU
77
Alliance Wealth Advisors (Utah)
Utah
$702K 31,645 -1,319 -4%
CWM
78
Congress Wealth Management
Massachusetts
$678K 30,562 -1,948 -6%
FM
79
Foster & Motley
Ohio
$657K 29,629 +2,133 +8%
VT
80
Vise Technologies
New York
$656K 29,587 -11,391 -28%
AWS
81
Atria Wealth Solutions
New York
$633K 28,532 -3,869 -12%
VA
82
Valmark Advisers
Ohio
$606K 27,324 +89 +0.3%
FIM
83
Freedom Investment Management
Connecticut
$572K 25,803 -6,159 -19%
MWPCG
84
Measured Wealth Private Client Group
New Hampshire
$572K 25,780 -1,592 -6%
WWM
85
Western Wealth Management
Colorado
$566K 25,503 +12,266 +93%
FFN
86
Focus Financial Network
Minnesota
$554K 24,956 +24,956 New
AT
87
Arden Trust
Delaware
$533K 24,010 +24,010 New
T
88
TCWP
Ohio
$531K 23,962 +3,541 +17%
GRP
89
Global Retirement Partners
California
$530K 23,737 +1,618 +7%
DLHL
90
Donald L. Hagan LLC
Florida
$527K 23,739 +12,222 +106%
RJA
91
Raymond James & Associates
Florida
$520K 23,467 -4,888 -17%
MWM
92
Modera Wealth Management
New Jersey
$498K 22,462 +1,203 +6%
HC
93
HNP Capital
New York
$479K 21,612 -411 -2%
VRM
94
Vectors Research Management
New York
$479K 21,612 -411 -2%
TSA
95
Tri-Star Advisors
Texas
$462K 20,809 +20,809 New
MFG
96
Merit Financial Group
Georgia
$457K 20,604 -30,311 -60%
NCM
97
Northland Capital Management
Minnesota
$455K 20,500 +20,500 New
AWM
98
Apollon Wealth Management
South Carolina
$418K 18,863 -666 -3%
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
$407K 18,342 -2,088 -10%
CA
100
Cetera Advisors
Colorado
$405K 18,271 +67 +0.4%
2 3
4
5 6