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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

171 hedge funds and large institutions have $4.22B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-7
Holders Change %
-3.93%
% of All Funds
2.73%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
23
Increased
70
Reduced
56
Closed
30
Calls
$447K
Puts
$137K
Net Calls
+$310K
Net Calls Change
+$310K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.29B
2
LPL Financial
2
LPL Financial
California
$168M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$22.4M
4
Charles Schwab
4
Charles Schwab
California
$6.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.12M

Top Sellers

1
GVAG
1
Great Valley Advisor Group
Delaware
$0
2
RCS
2
Retirement Capital Strategies
California
$0
3
Bank of America
3
Bank of America
North Carolina
$31M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.23M
5
SWM
5
Scissortail Wealth Management
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FW
76
FirstPurpose Wealth
Utah
$1.05M +$70.3K +3,381 +7%
DI
77
DFPG Investments
Utah
$1.01M -$297K -14,340 -23%
FAIM
78
Financial Advocates Investment Management
Washington
$968K +$184K +8,726 +24%
WA
79
WBH Advisory
Maryland
$895K -$198K -9,529 -18%
MFG
80
Merit Financial Group
Georgia
$893K +$121K +5,832 +16%
WWM
81
Western Wealth Management
Colorado
$874K +$173K +8,318 +25%
MML Investors Services
82
MML Investors Services
Massachusetts
$855K -$332K -15,942 -28%
BCM
83
Boltwood Capital Management
California
$854K +$387K +18,610 +83%
UBS Group
84
UBS Group
Switzerland
$817K +$60.8K +2,925 +8%
DAM
85
Derbend Asset Management
Georgia
$800K +$800K +38,450 New
RT
86
Rockland Trust
Massachusetts
$702K -$587K -28,205 -46%
AWAU
87
Alliance Wealth Advisors (Utah)
Utah
$698K +$41.6K +1,999 +6%
BTWM
88
Baker Tilly Wealth Management
Wisconsin
$696K -$143K -6,864 -17%
SB
89
Strategic Blueprint
Georgia
$683K -$46.1K -2,215 -6%
VT
90
Vise Technologies
New York
$659K -$3.45K -166 -0.5%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$658K -$128K -6,145 -16%
CWM
92
Congress Wealth Management
Massachusetts
$629K -$2.06K -99 -0.3%
GRP
93
Global Retirement Partners
California
$624K +$156K +7,634 +33%
FFN
94
Focus Financial Network
Minnesota
$615K -$3.83K -184 -0.6%
DLHL
95
Donald L. Hagan LLC
Florida
$608K -$87.5K -4,207 -13%
MWPCG
96
Measured Wealth Private Client Group
New Hampshire
$585K +$53.1K +2,553 +10%
HGERS
97
Householder Group Estate & Retirement Specialist
Arizona
$585K +$585K +28,106 New
VA
98
Valmark Advisers
Ohio
$528K +$19.9K +959 +4%
KAS
99
Kestra Advisory Services
Texas
$504K +$312K +15,014 +163%
BFEC
100
Benjamin F. Edwards & Company
Missouri
$441K +$81.3K +3,904 +23%
2 3
4
5 6