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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

163 hedge funds and large institutions have $3.68B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 28 closing their positions.

Holders
163
Holders Change
+8
Holders Change %
+5.16%
% of All Funds
2.63%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
41
Increased
51
Reduced
56
Closed
28
Calls
$24K
Puts
–
Net Calls
+$24K
Net Calls Change
+$24K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.87B
2
CIM
2
Confluence Investment Management
Missouri
$54.2M
3
Ameriprise
3
Ameriprise
Minnesota
$37.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$21.6M
5
SFO
5
Stokes Family Office
Louisiana
$18.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
KW
2
KWB Wealth
California
$15.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$122M
4
AssetMark Inc
4
AssetMark Inc
California
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAG
101
Wallace Advisory Group
California
$342K +$342K +15,754 New
FWP
102
FAS Wealth Partners
Kansas
$332K -$521K -24,005 -61%
PTC
103
Private Trust Company
Ohio
$329K -$17.3K -800 -5%
EIA
104
Eldridge Investment Advisors
New Hampshire
$306K -$359K -16,555 -54%
PWMG
105
Pinnacle Wealth Management Group
Michigan
$293K – – –
SIG
106
Spinnaker Investment Group
California
$290K +$70.2K +3,236 +32%
WWM
107
Western Wealth Management
Colorado
$287K -$283K -13,047 -50%
CCA
108
Checchi Capital Advisers
California
$274K -$11.1K -511 -4%
Koshinski Asset Management
109
Koshinski Asset Management
Illinois
$265K +$265K +12,202 New
LBC
110
Lowe Brockenbrough & Co
Virginia
$260K – – –
AIM
111
Acropolis Investment Management
Missouri
$256K +$41.8K +1,925 +20%
NYLIM
112
New York Life Investment Management
New York
$252K -$180K -8,287 -42%
RJFSA
113
Raymond James Financial Services Advisors
Florida
$250K -$30.8K -1,419 -11%
DLHL
114
Donald L. Hagan LLC
Florida
$250K -$307K -14,151 -55%
CCWA
115
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$242K +$242K +11,161 New
LA
116
LexAurum Advisors
Kansas
$239K -$3.6K -166 -1%
Corient Private Wealth
117
Corient Private Wealth
Florida
$223K +$223K +10,279 New
NCM
118
Next Capital Management
New York
$219K – – –
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$211K -$1.31M -60,399 -86%
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$203K +$238 +11 +0.1%
AAM
121
Advisors Asset Management
Colorado
$169K -$81.1K -3,736 -32%
CFGS
122
Concourse Financial Group Securities
Alabama
$126K -$39.1K -1,801 -24%
USCWA
123
U.S. Capital Wealth Advisors
Texas
$122K +$122K +5,645 New
IGWM
124
ICA Group Wealth Management
Colorado
$116K +$116K +5,349 New
FFA
125
Founders Financial Alliance
North Carolina
$113K +$5.03K +232 +5%
3 4
5
6 7