SPMB icon

SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

205 hedge funds and large institutions have $5.06B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-2
Holders Change %
-0.97%
% of All Funds
2.98%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
26
Increased
74
Reduced
76
Closed
23
Calls
–
Puts
$265K
Net Calls
-$265K
Net Calls Change
+$617K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.73B
2
Stifel Financial
2
Stifel Financial
Missouri
$66.4M
3
LPL Financial
3
LPL Financial
California
$228M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$40.9M
5
State Street
5
State Street
Massachusetts
$78.6M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$31.9M
2
BlackRock
2
BlackRock
New York
$9.47M
3
FFM
3
Forum Financial Management
Illinois
$0
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$1.98M
5
TC
5
TownSquare Capital
Utah
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$1.79M +$198K +9,168 +12%
MFG
77
Merit Financial Group
Georgia
$1.71M +$123K +5,706 +8%
CCA
78
Cobblestone Capital Advisors
New York
$1.68M +$1.68M +77,910 New
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$1.61M -$20.9K -969 -1%
RCS
80
Retirement Capital Strategies
California
$1.43M -$1.63M -75,718 -53%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$1.39M -$262K -12,131 -16%
ECM
82
Exchange Capital Management
Michigan
$1.34M -$10.8K -500 -0.8%
GIA
83
Gladstone Institutional Advisory
Florida
$1.31M +$845K +39,195 +183%
CWA
84
Centennial Wealth Advisory
Michigan
$1.29M +$34.8K +1,612 +3%
OFG
85
OmniStar Financial Group
North Carolina
$1.29M +$19.7K +912 +2%
Jane Street
86
Jane Street
New York
$1.25M -$261K -12,099 -17%
DAS
87
Diversify Advisory Services
Utah
$1.22M -$293K -13,500 -19%
Wells Fargo
88
Wells Fargo
California
$1.18M -$180K -8,344 -13%
BIA
89
Bell Investment Advisors
California
$1.16M -$6.41K -297 -0.6%
VA
90
Valmark Advisers
Ohio
$1.08M -$7.64K -354 -0.7%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$1.06M +$106K +4,900 +11%
GRP
92
Global Retirement Partners
California
$1.05M +$261K +12,118 +33%
FPCP
93
Fort Point Capital Partners
California
$1.05M +$83.4K +3,867 +9%
TC
94
Trilogy Capital
California
$995K -$112K -5,195 -10%
AWAU
95
Alliance Wealth Advisors (Utah)
Utah
$969K -$34.9K -1,618 -3%
FNWA
96
Financial Network Wealth Advisors
Utah
$962K -$177K -8,195 -16%
AI
97
Atria Investments
North Carolina
$911K +$911K +42,252 New
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$907K +$202K +9,359 +29%
DWM
99
Diversify Wealth Management
Utah
$881K +$881K +39,492 New
CM
100
Columbus Macro
Pennsylvania
$860K -$7.11K -328 -0.8%
2 3
4
5 6