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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

178 hedge funds and large institutions have $4.22B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+11
Holders Change %
+6.59%
% of All Funds
2.81%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
32
Increased
72
Reduced
53
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.29B
2
LPL Financial
2
LPL Financial
California
$150M
3
State Street
3
State Street
Massachusetts
$52M
4
RCS
4
Retirement Capital Strategies
California
$10.3M
5
PAG
5
Private Advisor Group
New Jersey
$18.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.57M
2
GI
2
Gradient Investments
Minnesota
$198K
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$620K
4
UBS Group
4
UBS Group
Switzerland
$796K
5
M1FG
5
Mach-1 Financial Group
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
101
Boltwood Capital Management
California
$492K +$492K +22,465 New
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$486K -$675K -30,790 -58%
TSA
103
Tri-Star Advisors
Texas
$456K – – –
NCM
104
Northland Capital Management
Minnesota
$449K – – –
PTC
105
Private Trust Company
Ohio
$404K +$5.28K +241 +1%
USCWA
106
U.S. Capital Wealth Advisors
Texas
$397K +$106K +4,852 +37%
Osaic Holdings
107
Osaic Holdings
Arizona
$392K +$4.43K +202 +1%
CA
108
Cetera Advisors
Colorado
$387K -$13.2K -601 -3%
BFEC
109
Benjamin F. Edwards & Company
Missouri
$379K +$24.4K +1,113 +7%
JPMorgan Chase & Co
110
JPMorgan Chase & Co
New York
$375K -$26.6K -1,214 -7%
EWM
111
Empirical Wealth Management
Washington
$374K +$374K +17,072 New
VRM
112
Vectors Research Management
New York
$372K -$102K -4,653 -22%
CC
113
Courier Capital
New York
$372K +$372K +16,959 New
RJA
114
Raymond James & Associates
Florida
$365K -$149K -6,793 -29%
GFG
115
Goldstone Financial Group
Illinois
$363K +$114K +5,188 +46%
WAG
116
Wallace Advisory Group
California
$347K – – –
TNA
117
True North Advisors
Texas
$343K – – –
AWM
118
Apollon Wealth Management
South Carolina
$333K -$80.3K -3,663 -19%
AG
119
Ascent Group
Virginia
$322K +$17.5K +812 +6%
SIM
120
Stratos Investment Management
Ohio
$321K -$79.5K -3,626 -20%
NCM
121
Next Capital Management
New York
$319K +$97.8K +4,462 +44%
SIG
122
Spinnaker Investment Group
California
$312K +$11.4K +517 +4%
Koshinski Asset Management
123
Koshinski Asset Management
Illinois
$292K +$24K +1,096 +9%
ATPW
124
Ashton Thomas Private Wealth
Arizona
$283K +$32K +1,462 +13%
Corient Private Wealth
125
Corient Private Wealth
Florida
$275K +$49.9K +2,277 +22%
3 4
5
6 7