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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

171 hedge funds and large institutions have $4.22B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-7
Holders Change %
-3.93%
% of All Funds
2.73%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
23
Increased
70
Reduced
56
Closed
30
Calls
$447K
Puts
$137K
Net Calls
+$310K
Net Calls Change
+$310K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.29B
2
LPL Financial
2
LPL Financial
California
$168M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$22.4M
4
Charles Schwab
4
Charles Schwab
California
$6.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.12M

Top Sellers

1
GVAG
1
Great Valley Advisor Group
Delaware
$0
2
RCS
2
Retirement Capital Strategies
California
$0
3
Bank of America
3
Bank of America
North Carolina
$31M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.23M
5
SWM
5
Scissortail Wealth Management
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
101
Telemus Capital
Michigan
$441K -$66.9K -3,217 -13%
TSA
102
Tri-Star Advisors
Texas
$433K – – –
PCIA
103
Prime Capital Investment Advisors
Kansas
$416K -$1.38M -66,280 -77%
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$411K -$51K -2,450 -11%
CA
105
Cetera Advisors
Colorado
$383K +$15.9K +764 +4%
GFG
106
Goldstone Financial Group
Illinois
$381K +$37.1K +1,785 +11%
FM
107
Foster & Motley
Ohio
$381K -$98.2K -4,724 -20%
WAG
108
Wallace Advisory Group
California
$380K +$36.8K +1,681 +11%
SWM
109
Spire Wealth Management
Virginia
$343K +$323K +15,528 +1,575%
SWA
110
Stratos Wealth Advisors
Ohio
$342K -$713K -34,297 -68%
TNA
111
True North Advisors
Texas
$326K – – –
CPIA
112
Cornell Pochily Investment Advisors
New York
$321K +$321K +15,424 New
SIG
113
Spinnaker Investment Group
California
$308K +$12.6K +608 +4%
PTC
114
Private Trust Company
Ohio
$307K -$77.1K -3,707 -20%
AWM
115
Apollon Wealth Management
South Carolina
$306K -$10K -483 -3%
NCM
116
Next Capital Management
New York
$303K – – –
Osaic Holdings
117
Osaic Holdings
Arizona
$297K -$75.2K -3,615 -20%
CC
118
Courier Capital
New York
$289K -$63.4K -3,049 -18%
VRM
119
Vectors Research Management
New York
$289K -$63.3K -3,049 -18%
AAM
120
Advisors Asset Management
Colorado
$284K +$117K +5,624 +70%
RJA
121
Raymond James & Associates
Florida
$273K -$74K -3,556 -21%
CFB
122
Cullen/Frost Bankers
Texas
$271K +$271K +13,045 New
Fisher Asset Management
123
Fisher Asset Management
Washington
$260K +$260K +12,516 New
LBC
124
Lowe Brockenbrough & Co
Virginia
$250K – – –
AIM
125
Acropolis Investment Management
Missouri
$245K – – –
3 4
5
6 7