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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

222 hedge funds and large institutions have $5.6B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
222
Holders Change
+14
Holders Change %
+6.73%
% of All Funds
2.96%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
38
Increased
103
Reduced
55
Closed
18
Calls
$119K
Puts
–
Net Calls
+$119K
Net Calls Change
+$119K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.94B
2
Stifel Financial
2
Stifel Financial
Missouri
$119M
3
BEI
3
Benjamin Edwards Inc
Missouri
$94.1M
4
LPL Financial
4
LPL Financial
California
$286M
5
CIM
5
Confluence Investment Management
Missouri
$84.6M

Top Sellers

1
State Street
1
State Street
Massachusetts
$95.2M
2
PAG
2
Private Advisor Group
New Jersey
$15.1M
3
KW
3
KWB Wealth
California
$13M
4
AWM
4
AE Wealth Management
Kansas
$874K
5
SWA
5
Stratos Wealth Advisors
Ohio
$345K
Name Market Value Shares Shares
Change 		Shares
Change %
CICC
101
Capital Investment Counsel (Colorado)
Colorado
$1.13M 52,273 -28,374 -35%
BIA
102
Bell Investment Advisors
California
$1.11M 51,659 -940 -2%
Bank of New York Mellon
103
Bank of New York Mellon
New York
$1.11M 51,316 +19,388 +61%
EL
104
EWA LLC
Pennsylvania
$1.09M 50,548 +2,001 +4%
AWAU
105
Alliance Wealth Advisors (Utah)
Utah
$1.07M 49,583 +3,811 +8%
SL
106
SWMG LLC
Texas
$1.06M 49,062 -2,116 -4%
PCIA
107
Prime Capital Investment Advisors
Kansas
$1.04M 48,352 -18,680 -28%
TC
108
Trilogy Capital
California
$989K 45,908 +78 +0.2%
ECM
109
Exchange Capital Management
Michigan
$980K 45,484 -7,433 -14%
DLHL
110
Donald L. Hagan LLC
Florida
$932K 43,245 +720 +2%
FAIM
111
Financial Advocates Investment Management
Washington
$923K 42,828 +627 +1%
APA
112
Astoria Portfolio Advisors
New York
$897K 42,200 +42,200 New
CM
113
Columbus Macro
Pennsylvania
$885K 41,072 +403 +1%
AWM
114
AE Wealth Management
Kansas
$874K 40,569 -115,438 -74%
AF
115
Allworth Financial
California
$851K 39,501 +3,550 +10%
Comerica Bank
116
Comerica Bank
Texas
$799K 37,080 +33,042 +818%
SIA
117
Strategic Investment Advisors
Michigan
$798K 37,047 +1,748 +5%
BFA
118
Bragg Financial Advisors
North Carolina
$701K 32,507 +32,507 New
AIA
119
Acute Investment Advisory
Arizona
$688K 31,909 -22,728 -42%
NG
120
Norden Group
Utah
$665K 30,869 -1,106 -3%
IA
121
IFP Advisors
Florida
$656K 30,438 +28,988 +1,999%
DWM
122
Diversify Wealth Management
Utah
$656K 30,810 -3,848 -11%
BCM
123
Brookstone Capital Management
Illinois
$647K 30,033 -3,197 -10%
NCM
124
Northwest Capital Management
Oregon
$628K 29,159 -1,006 -3%
PA
125
PFG Advisors
Arizona
$602K 27,952 +7,189 +35%
3 4
5
6 7