SPMB icon

SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

131 hedge funds and large institutions have $3.59B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+11
Holders Change %
+9.17%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
23
Increased
49
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.73B
2
MWM
2
Modera Wealth Management
New Jersey
$182M
3
TC
3
TownSquare Capital
Utah
$82.6M
4
ZIG
4
Zurich Insurance Group
Switzerland
$21.6M
5
AssetMark Inc
5
AssetMark Inc
California
$9.97M

Top Sellers

1
Jane Street
1
Jane Street
New York
$12.5M
2
Citigroup
2
Citigroup
New York
$624K
3
Morgan Stanley
3
Morgan Stanley
New York
$8.11M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.8M
5
IAIM
5
International Assets Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
101
American Portfolios Advisors
New York
$86K +$86K +3,326 New
PP
102
Pacifica Partners
Canada
$63K – – –
TFGT
103
TS Financial Group (TSFG)
Illinois
$59K +$24.7K +951 +72%
EW
104
Element Wealth
Mississippi
$58K – – –
COCM
105
Charter Oak Capital Management
New Hampshire
$57K – – –
SWM
106
Spire Wealth Management
Virginia
$52K +$19.3K +753 +59%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$49K – – –
RIM
108
Rockbridge Investment Management
New York
$33K – – –
IA
109
IFP Advisors
Florida
$31K -$17.5K -680 -36%
LAS
110
Lloyd Advisory Services
Georgia
$30K +$3.95K +154 +15%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$30K +$24.5K +936 +450%
WQ
112
Wealth Quarterback
New Jersey
$28K +$28K +1,049 New
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$25K -$21.6K -849 -46%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$18K -$30.6K -1,172 -63%
TIM
115
Tortoise Investment Management
New York
$13K – – –
FPW
116
Flagship Private Wealth
Massachusetts
$11.6K – – –
TRCT
117
Tower Research Capital (TRC)
New York
$11K – – –
SIM
118
Sonora Investment Management
Arizona
$10K – – –
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$9K – – –
PFA
120
Professional Financial Advisors
Nebraska
$9K +$52 +2 +0.6%
HI
121
Harbour Investments
Wisconsin
$7K -$545K -20,017 -99%
CAAS
122
Capital Asset Advisory Services
Michigan
$5K – – –
FMP
123
Financial Management Professionals
Texas
$5K +$5K +198 New
US Bancorp
124
US Bancorp
Minnesota
$4K +$4K +148 New
CIAS
125
Capital Investment Advisory Services
North Carolina
$3K – – –
2 3 4
5
6