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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

222 hedge funds and large institutions have $5.6B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
222
Holders Change
+14
Holders Change %
+6.73%
% of All Funds
2.96%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
38
Increased
103
Reduced
55
Closed
18
Calls
$119K
Puts
–
Net Calls
+$119K
Net Calls Change
+$119K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.94B
2
Stifel Financial
2
Stifel Financial
Missouri
$119M
3
BEI
3
Benjamin Edwards Inc
Missouri
$94.1M
4
LPL Financial
4
LPL Financial
California
$286M
5
CIM
5
Confluence Investment Management
Missouri
$84.6M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$27.8M
2
State Street
2
State Street
Massachusetts
$95.2M
3
PAG
3
Private Advisor Group
New Jersey
$15.1M
4
KW
4
KWB Wealth
California
$13M
5
AWM
5
AE Wealth Management
Kansas
$874K
Name Market Value Shares Shares
Change 		Shares
Change %
DAS
76
Dynamic Advisor Solutions
Arizona
$2.46M 114,275 -3,719 -3%
Cerity Partners
77
Cerity Partners
New York
$2.31M 107,294 +107,294 New
VA
78
Valmark Advisers
Ohio
$2.29M 106,088 +57,063 +116%
BCM
79
Boltwood Capital Management
California
$2.12M 98,588 -100 -0.1%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$2.12M 98,168 +43,718 +80%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$2.03M 94,237 +94,237 New
AA
82
Alesco Advisors
New York
$2.02M 93,850 +2,065 +2%
WCWM
83
Willow Creek Wealth Management
California
$1.99M 92,331 -321 -0.3%
CCA
84
Cobblestone Capital Advisors
New York
$1.97M 91,310 +15,645 +21%
HGA
85
Hobbs Group Advisors
South Carolina
$1.92M 88,877 -40,643 -31%
AI
86
Atria Investments
North Carolina
$1.89M 87,905 +49,355 +128%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$1.86M 86,316 +7,447 +9%
GWSG
88
GPS Wealth Strategies Group
Colorado
$1.78M 82,483 -4,235 -5%
GIA
89
Gladstone Institutional Advisory
Florida
$1.73M 80,485 +12,469 +18%
MFG
90
Merit Financial Group
Georgia
$1.66M 76,972 -8,361 -10%
OFG
91
OmniStar Financial Group
North Carolina
$1.57M 72,735 -1,747 -2%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$1.55M 71,699 +13,842 +24%
DAS
93
Diversify Advisory Services
Utah
$1.53M 71,810 -3,089 -4%
GRP
94
Global Retirement Partners
California
$1.32M 61,056 +7,239 +13%
GC
95
Guidance Capital
Kentucky
$1.31M 60,724 -60,158 -50%
FPCP
96
Fort Point Capital Partners
California
$1.28M 59,343 +20,219 +52%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$1.27M 59,027 -108 -0.2%
GFG
98
Goldstone Financial Group
Illinois
$1.26M 58,260 +25,996 +81%
MWM
99
Meridian Wealth Management
Kentucky
$1.24M 57,453 -18,197 -24%
SB
100
Strategic Blueprint
Georgia
$1.21M 55,923 +26,454 +90%
2 3
4
5 6