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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

207 hedge funds and large institutions have $4.89B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 86 increasing their positions, 58 reducing their positions, and 24 closing their positions.

Holders
207
Holders Change
+13
Holders Change %
+6.7%
% of All Funds
3%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
39
Increased
86
Reduced
58
Closed
24
Calls
$630K
Puts
$1.51M
Net Calls
-$882K
Net Calls Change
-$1.5M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.63B
2
Stifel Financial
2
Stifel Financial
Missouri
$39.7M
3
AssetMark Inc
3
AssetMark Inc
California
$30.9M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$20.3M
5
LPL Financial
5
LPL Financial
California
$208M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.2M
2
HCC
2
Hirtle Callaghan & Co
Pennsylvania
$32.7M
3
RCS
3
Retirement Capital Strategies
California
$3.08M
4
Wells Fargo
4
Wells Fargo
California
$1.37M
5
TNA
5
True North Advisors
Texas
$340K
Name Market Value Shares Shares
Change 		Shares
Change %
FAIM
101
Financial Advocates Investment Management
Washington
$876K 36,941 -12,326 -25%
VWA
102
Visionary Wealth Advisors
Illinois
$869K 40,032 +365 +0.9%
CM
103
Columbus Macro
Pennsylvania
$869K 40,001 -1 -0%
GRP
104
Global Retirement Partners
California
$797K 36,692 +2,758 +8%
WA
105
WBH Advisory
Maryland
$729K 33,560 -2,938 -8%
SIA
106
Strategic Investment Advisors
Michigan
$727K 33,490 +33,490 New
BTWM
107
Baker Tilly Wealth Management
Wisconsin
$715K 32,918 -34,165 -51%
GFG
108
Goldstone Financial Group
Illinois
$713K 32,845 +6,860 +26%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$710K 32,686 -19,019 -37%
PTC
110
Private Trust Company
Ohio
$705K 32,442 +13,145 +68%
UBS Group
111
UBS Group
Switzerland
$683K 31,463 +2,316 +8%
MWPCG
112
Measured Wealth Private Client Group
New Hampshire
$682K 31,419 +3,493 +13%
VT
113
Vise Technologies
New York
$672K 30,925 -10,807 -26%
DLHL
114
Donald L. Hagan LLC
Florida
$661K 30,449 +4,881 +19%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$585K 26,935 -4,382 -14%
HGERS
116
Householder Group Estate & Retirement Specialist
Arizona
$572K 26,313 +1,549 +6%
CAMV
117
Concord Asset Management (Virginia)
Virginia
$554K 25,487 -10,230 -29%
AWM
118
Apollon Wealth Management
South Carolina
$530K 24,389 +2,676 +12%
IAA
119
Independent Advisor Alliance
North Carolina
$525K 24,158 +24,158 New
AFWM
120
Abich Financial Wealth Management
Virginia
$518K 23,868 +21,617 +960%
AG
121
Ascent Group
Virginia
$490K 22,572 -17 -0.1%
SWM
122
Spire Wealth Management
Virginia
$479K 22,058 +2,995 +16%
GIA
123
Gladstone Institutional Advisory
Florida
$465K 21,431 +21,431 New
IGWM
124
ICA Group Wealth Management
Colorado
$450K 20,729 +8,585 +71%
WAG
125
Wallace Advisory Group
California
$443K 20,054 +303 +2%
3 4
5
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