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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

194 hedge funds and large institutions have $4.67B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+23
Holders Change %
+13.45%
% of All Funds
2.84%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
46
Increased
69
Reduced
67
Closed
22
Calls
$620K
Puts
$2K
Net Calls
+$618K
Net Calls Change
+$308K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.55B
2
Morgan Stanley
2
Morgan Stanley
New York
$69.2M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$30.6M
4
TC
4
TownSquare Capital
Utah
$105M
5
LPL Financial
5
LPL Financial
California
$194M

Top Sellers

1
CA
1
CGN Advisors
Kansas
$862K
2
UCFA
2
United Capital Financial Advisors
Texas
$5.91M
3
CF
3
Cantor Fitzgerald
New York
$0
4
HWP
4
Hibernia Wealth Partners
Louisiana
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
76
Baker Tilly Wealth Management
Wisconsin
$1.48M +$742K +33,629 +101%
NCM
77
Northwest Capital Management
Oregon
$1.42M -$43.3K -1,963 -3%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$1.42M +$113K +5,116 +9%
ECM
79
Exchange Capital Management
Michigan
$1.39M -$22.8K -1,035 -2%
DAM
80
Derbend Asset Management
Georgia
$1.37M +$516K +23,399 +61%
BIA
81
Bell Investment Advisors
California
$1.23M -$21.5K -976 -2%
TC
82
Trilogy Capital
California
$1.21M +$48.9K +2,214 +4%
FAIM
83
Financial Advocates Investment Management
Washington
$1.18M +$82.3K +3,446 +8%
FNWA
84
Financial Network Wealth Advisors
Utah
$1.16M +$1.16M +52,605 New
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$1.14M -$391K -17,696 -25%
JWM
86
JPL Wealth Management
Colorado
$1.13M +$1.13M +51,057 New
FPCP
87
Fort Point Capital Partners
California
$1.12M +$1.12M +50,665 New
SB
88
Strategic Blueprint
Georgia
$1.11M +$389K +17,620 +54%
KAS
89
Kestra Advisory Services
Texas
$1.1M +$569K +25,776 +106%
FW
90
FirstPurpose Wealth
Utah
$1.05M -$60.1K -2,725 -5%
VA
91
Valmark Advisers
Ohio
$1.05M +$489K +22,142 +87%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$1.02M +$1.02M +46,002 New
CWA
93
Centennial Wealth Advisory
Michigan
$998K -$335K -15,178 -25%
DI
94
DFPG Investments
Utah
$975K -$98.7K -4,491 -9%
AWAU
95
Alliance Wealth Advisors (Utah)
Utah
$970K +$230K +10,412 +31%
VT
96
Vise Technologies
New York
$921K +$222K +10,053 +32%
CM
97
Columbus Macro
Pennsylvania
$882K +$882K +40,002 New
VWA
98
Visionary Wealth Advisors
Illinois
$875K -$1.08M -49,034 -55%
CA
99
CGN Advisors
Kansas
$862K -$23.8M -1,077,399 -97%
WA
100
WBH Advisory
Maryland
$806K -$145K -6,554 -15%
2 3
4
5 6