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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

167 hedge funds and large institutions have $4.05B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 24 closing their positions.

Holders
167
Holders Change
+4
Holders Change %
+2.45%
% of All Funds
2.67%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.18%
New
30
Increased
57
Reduced
59
Closed
24
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$22K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.17B
2
Jane Street
2
Jane Street
New York
$45.3M
3
LPL Financial
3
LPL Financial
California
$118M
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$26.5M
5
CA
5
CGN Advisors
Kansas
$22M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$13M
2
Stifel Financial
2
Stifel Financial
Missouri
$5.64M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$358K
4
Ameriprise
4
Ameriprise
Minnesota
$30.4M
5
GLA
5
Good Life Advisors
Pennsylvania
$257K
Name Market Value Shares Shares
Change 		Shares
Change %
FAIM
126
Financial Advocates Investment Management
Washington
$209K 9,431 +9,431 New
RJFSA
127
Raymond James Financial Services Advisors
Florida
$207K 9,335 -2,206 -19%
BA
128
Bridge Advisory
California
$206K 9,279 -9,765 -51%
AAM
129
Advisors Asset Management
Colorado
$172K 7,775 -8 -0.1%
IGWM
130
ICA Group Wealth Management
Colorado
$154K 6,921 +1,572 +29%
CFGS
131
Concourse Financial Group Securities
Alabama
$146K 6,596 +772 +13%
FWP
132
FAS Wealth Partners
Kansas
$144K 6,504 -8,807 -58%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$118K 5,317 +2,873 +118%
FFA
134
Founders Financial Alliance
North Carolina
$116K 5,223 – –
HGERS
135
Householder Group Estate & Retirement Specialist
Arizona
$104K 4,668 +4,668 New
GFPC
136
Global Financial Private Client
Florida
$63.8K 2,874 – –
ASN
137
Advisory Services Network
Georgia
$62K 2,795 – –
BWL
138
Bogart Wealth LLC
Virginia
$61.9K 2,793 +2,793 New
WP
139
WealthPLAN Partners
Nebraska
$60.8K 2,740 +2,740 New
NA
140
NewEdge Advisors
Louisiana
$57.8K 2,608 – –
US Bancorp
141
US Bancorp
Minnesota
$50.3K 2,266 -1,520 -40%
BEI
142
Benjamin Edwards Inc
Missouri
$49K 2,213 -101,531 -98%
FAM
143
Family Asset Management
South Carolina
$48.6K 2,190 -532 -20%
SSB
144
Sandy Spring Bank
Maryland
$38.7K 1,744 -2,700 -61%
SWM
145
Spire Wealth Management
Virginia
$36.7K 1,657 +1,425 +614%
S
146
SignatureFD
Georgia
$35.6K 1,604 – –
KTC
147
Kistler-Tiffany Companies
Pennsylvania
$35.1K 1,583 – –
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$23.3K 1,051 – –
IA
149
IFP Advisors
Florida
$18.4K 725 -2,457 -77%
AAS
150
Ameritas Advisory Services
Nebraska
$18.3K 825 +825 New
4 5
6
7 8