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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

120 hedge funds and large institutions have $3.2B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 12 closing their positions.

Holders
120
Holders Change
+7
Holders Change %
+6.19%
% of All Funds
2.11%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
20
Increased
47
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.34B
2
MWM
2
Modera Wealth Management
New Jersey
$139M
3
Jane Street
3
Jane Street
New York
$78.3M
4
TC
4
TownSquare Capital
Utah
$46.1M
5
GLA
5
Good Life Advisors
Pennsylvania
$15.8M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$15M
2
Citadel Advisors
2
Citadel Advisors
Florida
$22.8M
3
Wells Fargo
3
Wells Fargo
California
$15.8M
4
FAIM
4
Financial Advocates Investment Management
Washington
$463K
5
CCC
5
Crescent Capital Consulting
Louisiana
$8.95M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$48K 1,861 +1,861 New
TFGT
102
TS Financial Group (TSFG)
Illinois
$34K 1,324 – –
RIM
103
Rockbridge Investment Management
New York
$33K 1,261 – –
SWM
104
Spire Wealth Management
Virginia
$33K 1,271 +1,271 New
LAS
105
Lloyd Advisory Services
Georgia
$26K 1,015 +65 +7%
TIM
106
Tortoise Investment Management
New York
$13K 516 – –
FPW
107
Flagship Private Wealth
Massachusetts
$11.7K 450 – –
TRCT
108
Tower Research Capital (TRC)
New York
$11K 439 – –
SFS
109
Sowell Financial Services
Arkansas
$10K 400 -5 -1%
SIM
110
Sonora Investment Management
Arizona
$10K 384 – –
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$9K 367 – –
PFA
112
Professional Financial Advisors
Nebraska
$9K 343 +1 +0.3%
SIS
113
Sound Income Strategies
Florida
$8.3K 320 +320 New
Fidelity Investments
114
Fidelity Investments
Massachusetts
$5K 208 -193 -48%
CAAS
115
Capital Asset Advisory Services
Michigan
$5K 182 – –
CIAS
116
Capital Investment Advisory Services
North Carolina
$3K 115 +115 New
TAM
117
Tucker Asset Management
Colorado
$2.65K 102 -1,973 -95%
CAL
118
Capital Analysts LLC
Pennsylvania
$1K 44 -447 -91%
FEG
119
Financial Enhancement Group
Indiana
$1K 45 – –
FI
120
FormulaFolio Investments
Michigan
$0 9 -210,265 -100%
SS
121
Simplicity Solutions
Minnesota
– – -168,204 Closed
SMF
122
Sterling Manor Financial
New York
– – -148,075 Closed
LFAS
123
Level Four Advisory Services
Texas
– – -88,153 Closed
Renaissance Technologies
124
Renaissance Technologies
New York
– – -49,702 Closed
Fisher Asset Management
125
Fisher Asset Management
Washington
– – -26,949 Closed
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5
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