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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

208 hedge funds and large institutions have $5.45B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+3
Holders Change %
+1.46%
% of All Funds
3.01%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
32
Increased
88
Reduced
65
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.97B
2
BEI
2
Benjamin Edwards Inc
Missouri
$46.9M
3
LPL Financial
3
LPL Financial
California
$272M
4
State Street
4
State Street
Massachusetts
$114M
5
LJAC
5
L.J. Altfest & Co
New York
$14.6M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$33.5M
2
CFG
2
Carr Financial Group
Massachusetts
$1.73M
3
APA
3
Astoria Portfolio Advisors
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$31.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$62.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
126
Baker Tilly Wealth Management
Wisconsin
$573K -$26.7K -1,184 -4%
UBS Group
127
UBS Group
Switzerland
$549K -$93.1K -4,131 -14%
VT
128
Vise Technologies
New York
$516K -$16.7K -741 -3%
AG
129
Ascent Group
Virginia
$512K -$12.4K -550 -2%
PTC
130
Private Trust Company
Ohio
$506K +$114K +5,070 +29%
CWP
131
Concord Wealth Partners
Virginia
$503K -$298K -13,207 -37%
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$498K +$62.3K +2,764 +14%
AWM
133
Apollon Wealth Management
South Carolina
$472K -$35.9K -1,593 -7%
PA
134
PFG Advisors
Arizona
$468K +$468K +20,763 New
WAG
135
Wallace Advisory Group
California
$429K – – –
CWM
136
Congress Wealth Management
Massachusetts
$420K -$8.56K -380 -2%
AWS
137
Atria Wealth Solutions
New York
$419K +$110K +4,872 +35%
PIA
138
Perennial Investment Advisors
California
$376K +$81.9K +3,634 +28%
SWM
139
Spire Wealth Management
Virginia
$345K -$63.1K -2,799 -15%
MWM
140
Modera Wealth Management
New Jersey
$338K +$338K +14,993 New
FM
141
Foster & Motley
Ohio
$335K +$10.3K +457 +3%
WAP
142
Wealthcare Advisory Partners
Pennsylvania
$313K +$270 +12 +0.1%
NA
143
NewEdge Advisors
Louisiana
$302K -$18.2K -807 -6%
AIM
144
Acropolis Investment Management
Missouri
$291K +$22.5K +1,000 +8%
LBC
145
Lowe Brockenbrough & Co
Virginia
$270K – – –
LFAS
146
Level Four Advisory Services
Texas
$267K +$8.52K +390 +3%
KWA
147
Kingswood Wealth Advisors
California
$263K -$247K -10,961 -48%
CIA
148
Capital Investment Advisors
Georgia
$246K -$11.4K -508 -4%
LCC
149
Lincoln Capital Corp
Rhode Island
$243K – – –
Renaissance Technologies
150
Renaissance Technologies
New York
$237K +$237K +10,538 New
4 5
6
7 8