SPMB icon

SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

194 hedge funds and large institutions have $4.67B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+23
Holders Change %
+13.45%
% of All Funds
2.84%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
46
Increased
69
Reduced
67
Closed
22
Calls
$620K
Puts
$2K
Net Calls
+$618K
Net Calls Change
+$308K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.55B
2
Morgan Stanley
2
Morgan Stanley
New York
$69.2M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$30.6M
4
TC
4
TownSquare Capital
Utah
$105M
5
LPL Financial
5
LPL Financial
California
$194M

Top Sellers

1
CA
1
CGN Advisors
Kansas
$862K
2
UCFA
2
United Capital Financial Advisors
Texas
$5.91M
3
CF
3
Cantor Fitzgerald
New York
$0
4
HWP
4
Hibernia Wealth Partners
Louisiana
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAMV
101
Concord Asset Management (Virginia)
Virginia
$788K -$376K -17,057 -32%
BFEC
102
Benjamin F. Edwards & Company
Missouri
$751K +$284K +12,855 +61%
GRP
103
Global Retirement Partners
California
$741K +$75K +3,433 +11%
SWA
104
Stratos Wealth Advisors
Ohio
$736K +$372K +16,871 +102%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$691K -$6.13K -278 -0.9%
OWMIAS
106
One Wealth Management Investment & Advisory Services
Florida
$665K +$665K +30,147 New
UBS Group
107
UBS Group
Switzerland
$643K -$223K -10,112 -26%
MWPCG
108
Measured Wealth Private Client Group
New Hampshire
$616K -$4.33K -196 -0.7%
GFG
109
Goldstone Financial Group
Illinois
$573K +$169K +7,648 +42%
DLHL
110
Donald L. Hagan LLC
Florida
$564K -$80.8K -3,663 -13%
HGERS
111
Householder Group Estate & Retirement Specialist
Arizona
$546K -$73.7K -3,342 -12%
Truist Financial
112
Truist Financial
North Carolina
$505K +$505K +22,899 New
RA
113
RFG Advisory
Alabama
$491K +$491K +22,228 New
AG
114
Ascent Group
Virginia
$489K +$489K +22,589 New
AWM
115
Apollon Wealth Management
South Carolina
$479K +$154K +6,996 +48%
Osaic Holdings
116
Osaic Holdings
Arizona
$431K +$116K +5,249 +37%
PTC
117
Private Trust Company
Ohio
$426K +$100K +4,545 +31%
RT
118
Rockland Trust
Massachusetts
$423K -$322K -14,611 -43%
SWM
119
Spire Wealth Management
Virginia
$414K +$55.4K +2,549 +15%
CA
120
Cetera Advisors
Colorado
$412K +$4.97K +225 +1%
WAG
121
Wallace Advisory Group
California
$411K +$50K +2,406 +14%
SFS
122
Security Financial Services
Indiana
$401K +$401K +18,191 New
PCIA
123
Prime Capital Investment Advisors
Kansas
$360K -$81.4K -3,687 -18%
Citadel Advisors
124
Citadel Advisors
Florida
$353K -$6.14M -278,240 -95%
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$333K -$103K -4,680 -24%
3 4
5
6 7