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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

178 hedge funds and large institutions have $4.22B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+11
Holders Change %
+6.59%
% of All Funds
2.81%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
32
Increased
72
Reduced
53
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.29B
2
LPL Financial
2
LPL Financial
California
$150M
3
State Street
3
State Street
Massachusetts
$52M
4
RCS
4
Retirement Capital Strategies
California
$10.3M
5
PAG
5
Private Advisor Group
New Jersey
$18.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.57M
2
GI
2
Gradient Investments
Minnesota
$198K
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$620K
4
UBS Group
4
UBS Group
Switzerland
$796K
5
M1FG
5
Mach-1 Financial Group
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
76
Trilogy Capital
California
$1.12M +$249K +11,418 +29%
SWA
77
Stratos Wealth Advisors
Ohio
$1.11M +$1.11M +50,762 New
FW
78
FirstPurpose Wealth
Utah
$1.03M -$23.1K -1,054 -2%
BTWM
79
Baker Tilly Wealth Management
Wisconsin
$883K +$72.7K +3,318 +9%
CWM
80
Collaborative Wealth Management
Florida
$830K +$68.7K +3,137 +9%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$823K -$65.4K -2,997 -7%
MFG
82
Merit Financial Group
Georgia
$813K +$362K +16,513 +80%
FAIM
83
Financial Advocates Investment Management
Washington
$813K +$606K +27,664 +293%
UBS Group
84
UBS Group
Switzerland
$796K -$3M -136,748 -79%
SB
85
Strategic Blueprint
Georgia
$768K -$197K -8,986 -20%
WWM
86
Western Wealth Management
Colorado
$739K +$180K +8,206 +32%
DLHL
87
Donald L. Hagan LLC
Florida
$733K +$213K +9,699 +41%
VT
88
Vise Technologies
New York
$698K +$49.5K +2,258 +8%
SS
89
Simplicity Solutions
Minnesota
$693K +$693K +31,639 New
SW
90
Simplicity Wealth
New Jersey
$693K +$693K +31,639 New
AWAU
91
Alliance Wealth Advisors (Utah)
Utah
$691K -$1.91K -87 -0.3%
CWM
92
Congress Wealth Management
Massachusetts
$664K -$5.3K -242 -0.8%
FFN
93
Focus Financial Network
Minnesota
$652K +$105K +4,789 +19%
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$620K -$12.3M -559,584 -95%
MWPCG
95
Measured Wealth Private Client Group
New Hampshire
$560K -$4.62K -211 -0.8%
VA
96
Valmark Advisers
Ohio
$535K -$63.6K -2,902 -11%
TC
97
Telemus Capital
Michigan
$535K -$353K -16,089 -40%
FM
98
Foster & Motley
Ohio
$505K -$144K -6,573 -22%
GRP
99
Global Retirement Partners
California
$501K -$19.1K -870 -4%
CAN
100
Cetera Advisor Networks
California
$500K -$1.21M -55,067 -71%
2 3
4
5 6