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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

207 hedge funds and large institutions have $4.89B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 86 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+13
Holders Change %
+6.7%
% of All Funds
3%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
39
Increased
86
Reduced
58
Closed
24
Calls
$630K
Puts
$1.51M
Net Calls
-$882K
Net Calls Change
-$1.5M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.63B
2
Stifel Financial
2
Stifel Financial
Missouri
$39.7M
3
AssetMark Inc
3
AssetMark Inc
California
$30.9M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$20.3M
5
LPL Financial
5
LPL Financial
California
$208M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.2M
2
HCC
2
Hirtle Callaghan & Co
Pennsylvania
$32.7M
3
RCS
3
Retirement Capital Strategies
California
$3.08M
4
Wells Fargo
4
Wells Fargo
California
$1.37M
5
TNA
5
True North Advisors
Texas
$340K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
126
Wealthcare Advisory Partners
Pennsylvania
$412K +$84.2K +3,877 +26%
CA
127
Cetera Advisors
Colorado
$386K -$19.1K -878 -5%
SWA
128
Stratos Wealth Advisors
Ohio
$379K -$345K -15,874 -48%
LA
129
Latitude Advisors
Florida
$349K +$349K +16,056 New
CA
130
CGN Advisors
Kansas
$345K -$503K -23,167 -59%
TNA
131
True North Advisors
Texas
$340K -$6.82M -313,817 -95%
MML Investors Services
132
MML Investors Services
Massachusetts
$334K +$94.7K +4,359 +40%
NCM
133
Next Capital Management
New York
$316K – – –
OWMIAS
134
One Wealth Management Investment & Advisory Services
Florida
$314K -$341K -15,682 -52%
FM
135
Foster & Motley
Ohio
$313K – – –
BCM
136
Brookstone Capital Management
Illinois
$304K +$1.46K +67 +0.5%
RT
137
Rockland Trust
Massachusetts
$299K -$117K -5,391 -28%
Simplex Trading
138
Simplex Trading
Illinois
$297K +$297K +13,720 New
AAM
139
Advisors Asset Management
Colorado
$297K -$15.1K -694 -5%
PIA
140
Perennial Investment Advisors
California
$288K +$13.3K +611 +5%
LFAS
141
Level Four Advisory Services
Texas
$279K – – –
RA
142
RFG Advisory
Alabama
$271K -$212K -9,744 -44%
FIA
143
Foundations Investment Advisors
Arizona
$270K +$270K +12,449 New
RJA
144
Raymond James & Associates
Florida
$269K +$40.3K +1,857 +18%
LBC
145
Lowe Brockenbrough & Co
Virginia
$261K – – –
Fisher Asset Management
146
Fisher Asset Management
Washington
$250K +$250K +11,499 New
CIA
147
Capital Investment Advisors
Georgia
$246K -$608 -28 -0.2%
AIM
148
Acropolis Investment Management
Missouri
$235K +$30.3K +1,395 +15%
FFA
149
Farther Finance Advisors
California
$232K +$212K +9,863 +1,044%
Corient Private Wealth
150
Corient Private Wealth
Florida
$231K +$7.88K +363 +4%
4 5
6
7 8