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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

207 hedge funds and large institutions have $4.89B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 86 increasing their positions, 58 reducing their positions, and 24 closing their positions.

Holders
207
Holders Change
+13
Holders Change %
+6.7%
% of All Funds
3%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
39
Increased
86
Reduced
58
Closed
24
Calls
$630K
Puts
$1.51M
Net Calls
-$882K
Net Calls Change
-$1.5M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.63B
2
Stifel Financial
2
Stifel Financial
Missouri
$39.7M
3
AssetMark Inc
3
AssetMark Inc
California
$30.9M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$20.3M
5
LPL Financial
5
LPL Financial
California
$208M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.2M
2
HCC
2
Hirtle Callaghan & Co
Pennsylvania
$32.7M
3
RCS
3
Retirement Capital Strategies
California
$3.08M
4
Wells Fargo
4
Wells Fargo
California
$1.37M
5
TNA
5
True North Advisors
Texas
$340K
Name Market Value Shares Shares
Change 		Shares
Change %
DAM
76
Derbend Asset Management
Georgia
$1.8M 82,986 +21,137 +34%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$1.67M 76,791 -4,804 -6%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$1.64M 75,521 +29,519 +64%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$1.6M 73,627 +9,508 +15%
MFG
80
Merit Financial Group
Georgia
$1.57M 73,594 -11,657 -14%
Jane Street
81
Jane Street
New York
$1.52M 70,108 +70,108 New
DAS
82
Diversify Advisory Services
Utah
$1.5M 69,588 +69,588 New
NCM
83
Northwest Capital Management
Oregon
$1.4M 64,523 +8 +0%
SAG
84
SageView Advisory Group
California
$1.39M 45,071 +45,071 New
Wells Fargo
85
Wells Fargo
California
$1.37M 63,249 -448,789 -88%
ECM
86
Exchange Capital Management
Michigan
$1.36M 62,747 -165 -0.3%
OFG
87
OmniStar Financial Group
North Carolina
$1.28M 58,994 +58,994 New
CWA
88
Centennial Wealth Advisory
Michigan
$1.27M 58,415 +13,199 +29%
BIA
89
Bell Investment Advisors
California
$1.17M 53,854 -2,091 -4%
NG
90
Norden Group
Utah
$1.16M 53,404 +53,404 New
CWP
91
Concord Wealth Partners
Virginia
$1.15M 53,064 -19,181 -27%
FNWA
92
Financial Network Wealth Advisors
Utah
$1.14M 52,711 +106 +0.2%
TC
93
Trilogy Capital
California
$1.11M 51,310 -3,472 -6%
SB
94
Strategic Blueprint
Georgia
$1.11M 50,965 +492 +1%
VA
95
Valmark Advisers
Ohio
$1.09M 50,299 +2,776 +6%
AWAU
96
Alliance Wealth Advisors (Utah)
Utah
$1.01M 46,536 +2,567 +6%
FW
97
FirstPurpose Wealth
Utah
$990K 46,785 -814 -2%
JWM
98
JPL Wealth Management
Colorado
$990K 45,584 -5,473 -11%
FPCP
99
Fort Point Capital Partners
California
$968K 44,580 -6,085 -12%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$965K 44,448 -97,876 -69%
2 3
4
5 6