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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

208 hedge funds and large institutions have $5.45B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 65 reducing their positions, and 27 closing their positions.

Holders
208
Holders Change
+3
Holders Change %
+1.46%
% of All Funds
3.01%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
32
Increased
88
Reduced
65
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.97B
2
BEI
2
Benjamin Edwards Inc
Missouri
$46.9M
3
LPL Financial
3
LPL Financial
California
$272M
4
State Street
4
State Street
Massachusetts
$114M
5
LJAC
5
L.J. Altfest & Co
New York
$14.6M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$33.5M
2
CFG
2
Carr Financial Group
Massachusetts
$1.73M
3
APA
3
Astoria Portfolio Advisors
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$31.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$62.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
76
Merit Financial Group
Georgia
$1.92M 85,333 +6,033 +8%
Wells Fargo
77
Wells Fargo
California
$1.83M 81,221 +26,316 +48%
CICC
78
Capital Investment Counsel (Colorado)
Colorado
$1.82M 80,647 -75,737 -48%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$1.78M 78,869 -3,926 -5%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$1.78M 78,847 +4,295 +6%
CFG
81
Carr Financial Group
Massachusetts
$1.73M 76,632 -369,609 -83%
CCA
82
Cobblestone Capital Advisors
New York
$1.7M 75,665 -2,245 -3%
MWM
83
Meridian Wealth Management
Kentucky
$1.7M 75,650 -18,103 -19%
OFG
84
OmniStar Financial Group
North Carolina
$1.68M 74,482 +14,576 +24%
DAS
85
Diversify Advisory Services
Utah
$1.65M 74,899 +18,811 +34%
SIM
86
Stratos Investment Management
Ohio
$1.58M 70,287 +70,287 New
GIA
87
Gladstone Institutional Advisory
Florida
$1.53M 68,016 +7,390 +12%
PCIA
88
Prime Capital Investment Advisors
Kansas
$1.51M 67,032 -24,802 -27%
RCS
89
Retirement Capital Strategies
California
$1.49M 65,922 -299 -0.5%
OMC
90
Old Mission Capital
Illinois
$1.46M 64,897 -27,130 -29%
Jane Street
91
Jane Street
New York
$1.42M 62,978 +4,969 +9%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$1.33M 59,135 +9,787 +20%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$1.3M 57,857 -6,803 -11%
AIA
94
Acute Investment Advisory
Arizona
$1.23M 54,637 +54,637 New
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$1.23M 54,450 +12,405 +30%
GRP
96
Global Retirement Partners
California
$1.21M 53,817 +5,007 +10%
ECM
97
Exchange Capital Management
Michigan
$1.19M 52,917 -9,330 -15%
BIA
98
Bell Investment Advisors
California
$1.19M 52,599 -958 -2%
SL
99
SWMG LLC
Texas
$1.11M 51,178 +51,178 New
VA
100
Valmark Advisers
Ohio
$1.1M 49,025 -920 -2%
2 3
4
5 6