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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

208 hedge funds and large institutions have $5.45B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 65 reducing their positions, and 27 closing their positions.

Holders
208
Holders Change
+3
Holders Change %
+1.46%
% of All Funds
3.01%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
32
Increased
88
Reduced
65
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.97B
2
BEI
2
Benjamin Edwards Inc
Missouri
$46.9M
3
LPL Financial
3
LPL Financial
California
$272M
4
State Street
4
State Street
Massachusetts
$114M
5
LJAC
5
L.J. Altfest & Co
New York
$14.6M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$33.5M
2
CFG
2
Carr Financial Group
Massachusetts
$1.73M
3
APA
3
Astoria Portfolio Advisors
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$31.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$62.4M
Name Market Value Shares Shares
Change 		Shares
Change %
EL
101
EWA LLC
Pennsylvania
$1.05M 48,547 +48,547 New
TC
102
Trilogy Capital
California
$1.03M 45,830 -285 -0.6%
AWAU
103
Alliance Wealth Advisors (Utah)
Utah
$1.03M 45,772 +854 +2%
FAIM
104
Financial Advocates Investment Management
Washington
$1.02M 42,201 +4,765 +13%
GLA
105
Good Life Advisors
Pennsylvania
$1M 44,422 +21,544 +94%
FNWA
106
Financial Network Wealth Advisors
Utah
$964K 42,802 -1,714 -4%
DLHL
107
Donald L. Hagan LLC
Florida
$958K 42,525 +17,715 +71%
CM
108
Columbus Macro
Pennsylvania
$901K 40,669 +996 +3%
FPCP
109
Fort Point Capital Partners
California
$881K 39,124 -9,323 -19%
HGERS
110
Householder Group Estate & Retirement Specialist
Arizona
$869K 38,588 +731 +2%
AI
111
Atria Investments
North Carolina
$869K 38,550 -3,702 -9%
AF
112
Allworth Financial
California
$810K 35,951 -1,959 -5%
SIA
113
Strategic Investment Advisors
Michigan
$795K 35,299 +667 +2%
DWM
114
Diversify Wealth Management
Utah
$759K 34,658 -4,834 -12%
BCM
115
Brookstone Capital Management
Illinois
$749K 33,230 +17,750 +115%
GFG
116
Goldstone Financial Group
Illinois
$727K 32,264 +4,787 +17%
NG
117
Norden Group
Utah
$720K 31,975 -1,277 -4%
Bank of New York Mellon
118
Bank of New York Mellon
New York
$719K 31,928 +21,706 +212%
NCM
119
Northwest Capital Management
Oregon
$680K 30,165 -8,719 -22%
RJA
120
Raymond James & Associates
Florida
$676K 30,010 +18,052 +151%
SB
121
Strategic Blueprint
Georgia
$664K 29,469 -337 -1%
IAA
122
Independent Advisor Alliance
North Carolina
$654K 29,036 +178 +0.6%
WA
123
WBH Advisory
Maryland
$611K 27,113 +4 +0%
VWA
124
Visionary Wealth Advisors
Illinois
$610K 27,080 -2,059 -7%
CFAM
125
Center For Asset Management
Florida
$603K 26,761 +4,777 +22%
3 4
5
6 7