SPMB icon

SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

205 hedge funds and large institutions have $5.06B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-2
Holders Change %
-0.97%
% of All Funds
2.98%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
26
Increased
74
Reduced
76
Closed
23
Calls
–
Puts
$265K
Net Calls
-$265K
Net Calls Change
+$617K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.73B
2
Stifel Financial
2
Stifel Financial
Missouri
$66.4M
3
LPL Financial
3
LPL Financial
California
$228M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$40.9M
5
State Street
5
State Street
Massachusetts
$78.6M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$31.9M
2
BlackRock
2
BlackRock
New York
$9.47M
3
FFM
3
Forum Financial Management
Illinois
$0
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$1.98M
5
TC
5
TownSquare Capital
Utah
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
101
Northwest Capital Management
Oregon
$839K -$553K -25,639 -40%
MOS
102
MGO One Seven
Ohio
$838K -$5.08M -235,359 -86%
AF
103
Allworth Financial
California
$827K -$4.8M -220,169 -85%
HGERS
104
Householder Group Estate & Retirement Specialist
Arizona
$816K +$249K +11,544 +44%
FAIM
105
Financial Advocates Investment Management
Washington
$808K +$10.7K +495 +1%
CWP
106
Concord Wealth Partners
Virginia
$767K -$378K -17,525 -33%
SIA
107
Strategic Investment Advisors
Michigan
$747K +$24.6K +1,142 +3%
NG
108
Norden Group
Utah
$717K -$435K -20,152 -38%
MWPCG
109
Measured Wealth Private Client Group
New Hampshire
$655K -$23K -1,067 -3%
SB
110
Strategic Blueprint
Georgia
$643K -$456K -21,159 -42%
VWA
111
Visionary Wealth Advisors
Illinois
$629K -$235K -10,893 -27%
IAA
112
Independent Advisor Alliance
North Carolina
$622K +$101K +4,700 +19%
UBS Group
113
UBS Group
Switzerland
$615K -$63.5K -2,946 -9%
Citadel Advisors
114
Citadel Advisors
Florida
$609K +$581K +26,930 +2,065%
GFG
115
Goldstone Financial Group
Illinois
$593K -$116K -5,368 -16%
WA
116
WBH Advisory
Maryland
$585K -$139K -6,451 -19%
BTWM
117
Baker Tilly Wealth Management
Wisconsin
$574K -$136K -6,307 -19%
OCM
118
One Capital Management
California
$543K +$543K +25,171 New
DLHL
119
Donald L. Hagan LLC
Florida
$535K -$122K -5,639 -19%
Simplex Trading
120
Simplex Trading
Illinois
$520K +$224K +10,389 +76%
VT
121
Vise Technologies
New York
$510K -$157K -7,265 -23%
AG
122
Ascent Group
Virginia
$502K +$15.1K +698 +3%
GLA
123
Good Life Advisors
Pennsylvania
$493K +$493K +22,878 New
KWA
124
Kingswood Wealth Advisors
California
$488K +$488K +22,623 New
AWM
125
Apollon Wealth Management
South Carolina
$486K -$40.2K -1,866 -8%
3 4
5
6 7