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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

154 hedge funds and large institutions have $3.71B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 69 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-7
Holders Change %
-4.35%
% of All Funds
2.6%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
23
Increased
42
Reduced
69
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$26M
2
Bank of America
2
Bank of America
North Carolina
$25.8M
3
CF
3
Cantor Fitzgerald
New York
$15.9M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$123M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.2M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.9B
2
Jane Street
2
Jane Street
New York
$27.4M
3
MWM
3
Modera Wealth Management
New Jersey
$1.83M
4
CWM
4
Comprehensive Wealth Management
Washington
$7.25M
5
AWS
5
Atria Wealth Solutions
New York
$4.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
101
Prime Capital Investment Advisors
Kansas
$368K -$283K -12,412 -44%
VT
102
Vise Technologies
New York
$365K -$1.1M -48,055 -75%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$316K -$3.36M -146,876 -91%
DI
104
Disciplined Investments
Oklahoma
$308K +$5.85K +256 +2%
FM
105
Foster & Motley
Ohio
$306K +$306K +13,410 New
EIA
106
Eldridge Investment Advisors
New Hampshire
$305K -$6.19K -271 -2%
LBC
107
Lowe Brockenbrough & Co
Virginia
$274K – – –
AAM
108
Advisors Asset Management
Colorado
$268K -$113K -4,958 -30%
T
109
TCWP
Ohio
$258K +$29.8K +1,307 +13%
LA
110
LexAurum Advisors
Kansas
$255K -$565K -24,756 -69%
RIG
111
Roosevelt Investment Group
New York
$237K -$2.06K -90 -0.9%
NCM
112
Next Capital Management
New York
$230K +$29K +1,275 +14%
RJFSA
113
Raymond James Financial Services Advisors
Florida
$229K +$229K +10,019 New
PA
114
PFG Advisors
Arizona
$200K +$4.28K +187 +2%
CFGS
115
Concourse Financial Group Securities
Alabama
$188K -$11.2K -490 -6%
HWMA
116
Heritage Wealth Management (Arizona)
Arizona
$178K – – –
AIM
117
Acropolis Investment Management
Missouri
$152K +$152K +6,645 New
COCM
118
Charter Oak Capital Management
New Hampshire
$99K – – –
APA
119
American Portfolios Advisors
New York
$89.1K -$49.4K -2,164 -36%
US Bancorp
120
US Bancorp
Minnesota
$87K +$87K +3,786 New
WT
121
Whittier Trust
California
$80K +$80K +3,485 New
SWM
122
Spire Wealth Management
Virginia
$73K -$6.76K -295 -8%
GI
123
Gradient Investments
Minnesota
$72K -$83.9K -3,653 -54%
TFGT
124
TS Financial Group (TSFG)
Illinois
$57K -$44K -1,910 -44%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$56K -$573 -25 -1%
3 4
5
6 7