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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

194 hedge funds and large institutions have $4.67B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+23
Holders Change %
+13.45%
% of All Funds
2.84%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
46
Increased
69
Reduced
67
Closed
22
Calls
$620K
Puts
$2K
Net Calls
+$618K
Net Calls Change
+$308K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$3.55B
2
Morgan Stanley
Morgan Stanley
New York
$69.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$30.6M
4
TC
TownSquare Capital
Utah
$105M
5
LPL Financial
LPL Financial
California
$194M

Top Sellers

1
CA
CGN Advisors
Kansas
$862K
2
UCFA
United Capital Financial Advisors
Texas
$5.91M
3
CF
Cantor Fitzgerald
New York
$0
4
HWP
Hibernia Wealth Partners
Louisiana
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIR
126
Clear Investment Research
Georgia
$330K +$330K +14,954 New
NCM
127
Next Capital Management
New York
$321K – – –
FM
128
Foster & Motley
Ohio
$318K -$86.4K -3,915 -21%
AAM
129
Advisors Asset Management
Colorado
$317K +$15.2K +688 +5%
BCM
130
Brookstone Capital Management
Illinois
$307K +$70K +3,170 +29%
LFAS
131
Level Four Advisory Services
Texas
$279K +$21.9K +994 +9%
PIA
132
Perennial Investment Advisors
California
$279K -$1.55M -70,375 -85%
BRWA
133
B. Riley Wealth Advisors
Florida
$279K +$279K +12,621 New
IGWM
134
ICA Group Wealth Management
Colorado
$268K +$27.9K +1,266 +12%
LBC
135
Lowe Brockenbrough & Co
Virginia
$265K – – –
CIAS
136
CFS Investment Advisory Services
New Jersey
$256K +$256K +11,620 New
CC
137
Courier Capital
New York
$254K -$52.6K -2,382 -17%
VRM
138
Vectors Research Management
New York
$254K -$52.5K -2,382 -17%
CIA
139
Capital Investment Advisors
Georgia
$251K +$251K +11,369 New
MML Investors Services
140
MML Investors Services
Massachusetts
$243K -$664K -30,088 -73%
RJA
141
Raymond James & Associates
Florida
$232K -$57.5K -2,605 -20%
CAN
142
Cetera Advisor Networks
California
$230K +$230K +10,413 New
BC
143
Bartlett & Co
Ohio
$229K +$229K +10,341 New
BCWM
144
Bartlett & Co Wealth Management
Ohio
$229K +$229K +10,341 New
LCC
145
Lincoln Capital Corp
Rhode Island
$228K +$228K +10,334 New
Corient Private Wealth
146
Corient Private Wealth
Florida
$227K -$22 -1 -0%
SWP
147
Stratos Wealth Partners
Ohio
$225K – – –
AWA
148
Acorn Wealth Advisors
Michigan
$216K -$5.1K -231 -2%
AIM
149
Acropolis Investment Management
Missouri
$208K -$52.4K -2,375 -20%
SFG
150
Snider Financial Group
Washington
$202K +$202K +9,141 New
4 5
6
7 8