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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

171 hedge funds and large institutions have $4.22B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-7
Holders Change %
-3.93%
% of All Funds
2.73%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
23
Increased
70
Reduced
56
Closed
30
Calls
$447K
Puts
$137K
Net Calls
+$310K
Net Calls Change
+$310K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$3.29B
2
LPL Financial
LPL Financial
California
$168M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$22.4M
4
Charles Schwab
Charles Schwab
California
$6.2M
5
Citadel Advisors
Citadel Advisors
Florida
$6.12M

Top Sellers

1
GVAG
Great Valley Advisor Group
Delaware
$0
2
RCS
Retirement Capital Strategies
California
$0
3
Bank of America
Bank of America
North Carolina
$31M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.23M
5
SWM
Scissortail Wealth Management
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
126
Level Four Advisory Services
Texas
$242K -$18.7K -901 -7%
IGWM
127
ICA Group Wealth Management
Colorado
$226K +$50.6K +2,431 +29%
BCM
128
Brookstone Capital Management
Illinois
$216K -$34.9K -1,735 -14%
Corient Private Wealth
129
Corient Private Wealth
Florida
$214K -$47.3K -2,276 -18%
SWP
130
Stratos Wealth Partners
Ohio
$212K +$212K +10,180 New
AWA
131
Acorn Wealth Advisors
Michigan
$209K +$209K +10,028 New
AWS
132
Atria Wealth Solutions
New York
$201K -$2.42M -116,435 -92%
Qube Research & Technologies (QRT)
133
Qube Research & Technologies (QRT)
United Kingdom
$179K +$138K +6,619 +331%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$163K +$139K +6,686 +582%
CFGS
135
Concourse Financial Group Securities
Alabama
$136K -$1.19K -57 -0.9%
FWP
136
FAS Wealth Partners
Kansas
$130K +$20.4K +980 +19%
GI
137
Gradient Investments
Minnesota
$83.1K -$104K -5,020 -56%
ACA
138
Aptus Capital Advisors
Alabama
$73.1K +$73.1K +3,514 New
RIA
139
Realta Investment Advisors
Delaware
$70.1K – – –
SIS
140
Strategic Investment Solutions
Illinois
$66.2K +$66.2K +3,087 New
GFPC
141
Global Financial Private Client
Florida
$59K – – –
BEI
142
Benjamin Edwards Inc
Missouri
$48K +$1.49K +71 +3%
US Bancorp
143
US Bancorp
Minnesota
$47.1K – – –
Fidelity Investments
144
Fidelity Investments
Massachusetts
$45.3K +$9.44K +454 +26%
SSB
145
Sandy Spring Bank
Maryland
$36.3K – – –
OSNBOA
146
Old Second National Bank of Aurora
Illinois
$35.9K +$35.9K +1,725 New
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$28.7K +$28.5K +1,372 +15,244%
OLVIG
148
Oliver Lagore Vanvalin Investment Group
Michigan
$22.6K -$15.8K -761 -41%
SPIA
149
Steward Partners Investment Advisory
New York
$18.5K – – –
AWM
150
Atticus Wealth Management
Florida
$15.2K +$15.2K +733 New
4 5
6
7 8