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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

132 hedge funds and large institutions have $3.71B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
132
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
2.32%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
18
Increased
62
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.77B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$115M
3
LPL Financial
3
LPL Financial
California
$102M
4
MWM
4
Modera Wealth Management
New Jersey
$190M
5
Citadel Advisors
5
Citadel Advisors
Florida
$15.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
CCC
2
Crescent Capital Consulting
Louisiana
$91K
3
CWP
3
Concord Wealth Partners
Virginia
$15.5M
4
MWPCG
4
Measured Wealth Private Client Group
New Hampshire
$1.45M
5
Ameriprise
5
Ameriprise
Minnesota
$8.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
101
TD Ameritrade Investment Management
Nebraska
$124K +$21.3K +800 +21%
CCC
102
Crescent Capital Consulting
Louisiana
$91K -$12.3M -474,923 -99%
SWM
103
Spire Wealth Management
Virginia
$78K +$25.7K +992 +49%
PP
104
Pacifica Partners
Canada
$64K – – –
EW
105
Element Wealth
Mississippi
$58K – – –
COCM
106
Charter Oak Capital Management
New Hampshire
$57K – – –
AF
107
Advisornet Financial
Minnesota
$56K -$1.8M -69,845 -97%
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$46K +$20.9K +822 +84%
Citigroup
109
Citigroup
New York
$39K -$581K -22,602 -94%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$38K +$36.5K +1,408 +2,428%
LAS
111
Lloyd Advisory Services
Georgia
$36K +$5.57K +214 +18%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$35K +$5.77K +226 +20%
IA
113
IFP Advisors
Florida
$31K +$179 +7 +0.6%
AWM
114
Avior Wealth Management
Nebraska
$21K +$21K +845 New
WQ
115
Wealth Quarterback
New Jersey
$20K -$8.01K -300 -29%
Koshinski Asset Management
116
Koshinski Asset Management
Illinois
$19K +$19K +740 New
ADL
117
Asset Dedication LLC
California
$18K +$18K +716 New
AF
118
Allworth Financial
California
$16K +$15.2K +609 +1,965%
TIM
119
Tortoise Investment Management
New York
$13K – – –
TRCT
120
Tower Research Capital (TRC)
New York
$11K – – –
SIM
121
Sonora Investment Management
Arizona
$10K – – –
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$9K – – –
PFA
123
Professional Financial Advisors
Nebraska
$9K +$78 +3 +0.9%
SAM
124
Strategic Asset Management
Minnesota
$8K +$8K +315 New
HI
125
Harbour Investments
Wisconsin
$7K – – –
2 3 4
5
6