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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

178 hedge funds and large institutions have $4.22B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+11
Holders Change %
+6.59%
% of All Funds
2.81%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
32
Increased
72
Reduced
53
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.29B
2
LPL Financial
2
LPL Financial
California
$150M
3
State Street
3
State Street
Massachusetts
$52M
4
RCS
4
Retirement Capital Strategies
California
$10.3M
5
PAG
5
Private Advisor Group
New Jersey
$18.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.57M
2
GI
2
Gradient Investments
Minnesota
$198K
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$620K
4
UBS Group
4
UBS Group
Switzerland
$796K
5
M1FG
5
Mach-1 Financial Group
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
126
Level Four Advisory Services
Texas
$275K +$13.8K +630 +5%
BCM
127
Brookstone Capital Management
Illinois
$268K +$16.3K +761 +6%
LBC
128
Lowe Brockenbrough & Co
Virginia
$263K – – –
KFGK
129
Keystone Financial Group (Kentucky)
Kentucky
$262K +$262K +11,954 New
AIM
130
Acropolis Investment Management
Missouri
$258K – – –
GLA
131
Good Life Advisors
Pennsylvania
$255K +$1.58K +72 +0.6%
MA
132
Mutual Advisors
Nebraska
$250K +$250K +11,427 New
EIA
133
Eldridge Investment Advisors
New Hampshire
$250K -$57.3K -2,618 -19%
BA
134
Bridge Advisory
California
$213K +$9.2K +420 +5%
SFG
135
Snider Financial Group
Washington
$212K +$212K +9,687 New
KAS
136
Kestra Advisory Services
Texas
$202K +$202K +9,206 New
GI
137
Gradient Investments
Minnesota
$198K -$34M -1,551,040 -99%
IGWM
138
ICA Group Wealth Management
Colorado
$185K +$33.4K +1,526 +22%
AAM
139
Advisors Asset Management
Colorado
$176K +$5.81K +265 +3%
DI
140
Disciplined Investments
Oklahoma
$167K -$122K -5,548 -42%
Qube Research & Technologies (QRT)
141
Qube Research & Technologies (QRT)
United Kingdom
$156K +$156K +1,997 New
CFGS
142
Concourse Financial Group Securities
Alabama
$145K – – –
FWP
143
FAS Wealth Partners
Kansas
$115K -$27.5K -1,254 -19%
FFA
144
Founders Financial Alliance
North Carolina
$114K – – –
RIA
145
Realta Investment Advisors
Delaware
$70.1K +$70.1K +3,199 New
GFPC
146
Global Financial Private Client
Florida
$62.6K – – –
US Bancorp
147
US Bancorp
Minnesota
$49.6K – – –
BEI
148
Benjamin Edwards Inc
Missouri
$49K +$132 +6 +0.3%
IPW
149
Impact Partnership Wealth
Georgia
$48.6K +$48.6K +2,217 New
OLVIG
150
Oliver Lagore Vanvalin Investment Group
Michigan
$40.5K +$40.5K +1,849 New
4 5
6
7 8