SPMB icon

SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

163 hedge funds and large institutions have $3.68B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+8
Holders Change %
+5.16%
% of All Funds
2.63%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
41
Increased
51
Reduced
56
Closed
28
Calls
$24K
Puts
–
Net Calls
+$24K
Net Calls Change
+$24K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$2.87B
2
CIM
Confluence Investment Management
Missouri
$54.2M
3
Ameriprise
Ameriprise
Minnesota
$37.5M
4
Stifel Financial
Stifel Financial
Missouri
$21.6M
5
SFO
Stokes Family Office
Louisiana
$18.5M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
KW
KWB Wealth
California
$15.3M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$122M
4
AssetMark Inc
AssetMark Inc
California
$0
5
CIAS
CFS Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
126
Sandy Spring Bank
Maryland
$96.4K -$63.7K -2,937 -40%
IA
127
IFP Advisors
Florida
$84K -$1.77K -67 -2%
US Bancorp
128
US Bancorp
Minnesota
$82.2K – – –
RIA
129
Realta Investment Advisors
Delaware
$69.3K +$109 +5 +0.2%
GFPC
130
Global Financial Private Client
Florida
$62.4K +$24.4K +1,125 +64%
ASN
131
Advisory Services Network
Georgia
$60.7K +$60.7K +2,795 New
FAM
132
Family Asset Management
South Carolina
$59.1K +$59.1K +2,722 New
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$53K – – –
FGAM
134
Financial Gravity Asset Management
Texas
$41.5K +$41.5K +22 New
S
135
SignatureFD
Georgia
$34.8K +$34.8K +1,604 New
KTC
136
Kistler-Tiffany Companies
Pennsylvania
$34.4K – – –
TFGT
137
TS Financial Group (TSFG)
Illinois
$32K +$22 +1 +0.1%
ACA
138
Aptus Capital Advisors
Alabama
$31.6K – – –
PIMG
139
Patriot Investment Management Group
Tennessee
$30.8K +$30.8K +1,370 New
CA
140
CoreCap Advisors
Michigan
$24.6K +$24.6K +1,132 New
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$22.8K – – –
DJSG
142
D.J. St. Germain
Massachusetts
$14.8K +$2.91K +134,079 +24%
Citigroup
143
Citigroup
New York
$10.9K – – –
CT
144
Cambridge Trust
Massachusetts
$9K -$3.88K -180 -30%
PAG
145
Private Advisor Group
New Jersey
$7.25K +$1.9K +87,651 +36%
TRCT
146
Tower Research Capital (TRC)
New York
$5K – – –
SWM
147
Spire Wealth Management
Virginia
$5K +$862 +40 +21%
BAM
148
Belpointe Asset Management
Nevada
$4.54K +$4.54K +209 New
CAL
149
Capital Analysts LLC
Pennsylvania
$4K +$4K +174 New
DCM
150
Davidson Capital Management
Texas
$3.43K +$3.43K +158 New
4 5
6
7 8