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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

167 hedge funds and large institutions have $4.05B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 24 closing their positions.

Holders
167
Holders Change
+4
Holders Change %
+2.45%
% of All Funds
2.67%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.18%
New
30
Increased
57
Reduced
59
Closed
24
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$22K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.17B
2
Jane Street
2
Jane Street
New York
$45.3M
3
LPL Financial
3
LPL Financial
California
$118M
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$26.5M
5
CA
5
CGN Advisors
Kansas
$22M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$13M
2
Stifel Financial
2
Stifel Financial
Missouri
$5.64M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$358K
4
Ameriprise
4
Ameriprise
Minnesota
$30.4M
5
GLA
5
Good Life Advisors
Pennsylvania
$257K
Name Market Value Shares Shares
Change 		Shares
Change %
SIM
101
Stratos Investment Management
Ohio
$405K 18,266 -12,094 -40%
PTC
102
Private Trust Company
Ohio
$404K 18,218 +3,046 +20%
Osaic Holdings
103
Osaic Holdings
Arizona
$393K 17,704 -394 -2%
BFEC
104
Benjamin F. Edwards & Company
Missouri
$358K 16,163 -400,284 -96%
TNA
105
True North Advisors
Texas
$348K 15,669 +15,669 New
WAG
106
Wallace Advisory Group
California
$347K 15,664 -90 -0.6%
OFG
107
OmniStar Financial Group
North Carolina
$319K 14,382 +14,382 New
AG
108
Ascent Group
Virginia
$313K 14,115 +14,115 New
EIA
109
Eldridge Investment Advisors
New Hampshire
$311K 14,043 -54 -0.4%
SIG
110
Spinnaker Investment Group
California
$303K 13,659 +300 +2%
USCWA
111
U.S. Capital Wealth Advisors
Texas
$295K 13,290 +7,645 +135%
DI
112
Disciplined Investments
Oklahoma
$292K 13,159 -5,485 -29%
CCA
113
Checchi Capital Advisers
California
$280K 12,610 – –
Koshinski Asset Management
114
Koshinski Asset Management
Illinois
$271K 12,220 +18 +0.1%
LBC
115
Lowe Brockenbrough & Co
Virginia
$266K 12,000 – –
LFAS
116
Level Four Advisory Services
Texas
$264K 11,923 -4,910 -29%
AIM
117
Acropolis Investment Management
Missouri
$262K 11,795 – –
BCM
118
Brookstone Capital Management
Illinois
$258K 11,730 +11,730 New
GLA
119
Good Life Advisors
Pennsylvania
$257K 11,572 -280,446 -96%
ATPW
120
Ashton Thomas Private Wealth
Arizona
$254K 11,471 -8,539 -43%
GFG
121
Goldstone Financial Group
Illinois
$252K 11,364 +11,364 New
NYLIM
122
New York Life Investment Management
New York
$232K 10,469 -1,146 -10%
RPGK
123
Retirement Planning Group (Kansas)
Kansas
$230K 10,348 +10,348 New
Corient Private Wealth
124
Corient Private Wealth
Florida
$228K 10,279 – –
NCM
125
Next Capital Management
New York
$224K 10,095 – –
3 4
5
6 7