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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

205 hedge funds and large institutions have $5.06B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-2
Holders Change %
-0.97%
% of All Funds
2.98%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
26
Increased
74
Reduced
76
Closed
23
Calls
–
Puts
$265K
Net Calls
-$265K
Net Calls Change
+$617K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.73B
2
Stifel Financial
2
Stifel Financial
Missouri
$66.4M
3
LPL Financial
3
LPL Financial
California
$228M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$40.9M
5
State Street
5
State Street
Massachusetts
$78.6M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$31.9M
2
BlackRock
2
BlackRock
New York
$9.47M
3
FFM
3
Forum Financial Management
Illinois
$0
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$1.98M
5
TC
5
TownSquare Capital
Utah
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFAM
126
Center For Asset Management
Florida
$474K +$474K +21,984 New
WAG
127
Wallace Advisory Group
California
$429K -$3.45K -160 -0.8%
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$417K -$164K -7,616 -28%
CWM
129
Congress Wealth Management
Massachusetts
$410K +$410K +19,011 New
SWM
130
Spire Wealth Management
Virginia
$390K -$85.5K -3,962 -18%
PTC
131
Private Trust Company
Ohio
$375K -$325K -15,072 -46%
SG
132
StoneX Group
New York
$352K +$352K +16,319 New
BCM
133
Brookstone Capital Management
Illinois
$339K +$32.6K +1,487 +11%
TNA
134
True North Advisors
Texas
$338K – – –
LA
135
Latitude Advisors
Florida
$316K -$30.3K -1,404 -9%
NCM
136
Next Capital Management
New York
$314K – – –
FM
137
Foster & Motley
Ohio
$311K – – –
NA
138
NewEdge Advisors
Louisiana
$306K +$306K +14,197 New
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$300K -$109K -5,051 -27%
AWS
140
Atria Wealth Solutions
New York
$296K +$296K +13,737 New
PIA
141
Perennial Investment Advisors
California
$282K -$3.52K -163 -1%
LBC
142
Lowe Brockenbrough & Co
Virginia
$259K – – –
RJA
143
Raymond James & Associates
Florida
$258K -$8.89K -412 -3%
AIM
144
Acropolis Investment Management
Missouri
$257K +$23.7K +1,100 +10%
LFAS
145
Level Four Advisory Services
Texas
$255K -$17.8K -826 -7%
CIA
146
Capital Investment Advisors
Georgia
$246K +$1.47K +68 +0.6%
AC
147
Arjuna Capital
North Carolina
$243K +$243K +11,287 New
SWA
148
Stratos Wealth Advisors
Ohio
$233K -$144K -6,673 -38%
LCC
149
Lincoln Capital Corp
Rhode Island
$232K +$6.95K +322 +3%
Creative Planning
150
Creative Planning
Kansas
$231K +$231K +10,723 New
4 5
6
7 8