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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

222 hedge funds and large institutions have $5.6B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
222
Holders Change
+14
Holders Change %
+6.73%
% of All Funds
2.96%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
38
Increased
103
Reduced
55
Closed
18
Calls
$119K
Puts
–
Net Calls
+$119K
Net Calls Change
+$119K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.94B
2
Stifel Financial
2
Stifel Financial
Missouri
$119M
3
BEI
3
Benjamin Edwards Inc
Missouri
$94.1M
4
LPL Financial
4
LPL Financial
California
$286M
5
CIM
5
Confluence Investment Management
Missouri
$84.6M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$27.8M
2
State Street
2
State Street
Massachusetts
$95.2M
3
PAG
3
Private Advisor Group
New Jersey
$15.1M
4
KW
4
KWB Wealth
California
$13M
5
AWM
5
AE Wealth Management
Kansas
$874K
Name Market Value Shares Shares
Change 		Shares
Change %
WA
126
WBH Advisory
Maryland
$584K 27,120 +7 +0%
CFAM
127
Center For Asset Management
Florida
$563K 26,130 -631 -2%
UBS Group
128
UBS Group
Switzerland
$552K 25,630 +1,244 +5%
CFG
129
Carr Financial Group
Massachusetts
$540K 25,073 -51,559 -67%
PTC
130
Private Trust Company
Ohio
$510K 23,684 +1,244 +6%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$509K 23,278 +1,195 +5%
BTWM
132
Baker Tilly Wealth Management
Wisconsin
$493K 22,899 -2,528 -10%
JWM
133
JPL Wealth Management
Colorado
$487K 22,599 +22,599 New
CWM
134
Congress Wealth Management
Massachusetts
$481K 22,322 +3,691 +20%
AWM
135
Alterna Wealth Management
Texas
$475K 22,043 +12,816 +139%
AWS
136
Atria Wealth Solutions
New York
$474K 21,977 +3,368 +18%
VT
137
Vise Technologies
New York
$473K 21,930 -989 -4%
PIA
138
Perennial Investment Advisors
California
$468K 21,714 +5,000 +30%
AG
139
Ascent Group
Virginia
$459K 21,313 -1,407 -6%
WAG
140
Wallace Advisory Group
California
$433K 19,238 -656 -3%
Creative Planning
141
Creative Planning
Kansas
$430K 19,943 +19,943 New
AWM
142
Apollon Wealth Management
South Carolina
$405K 18,784 -2,146 -10%
GWM
143
GK Wealth Management
Nevada
$385K 17,844 +17,844 New
FNWA
144
Financial Network Wealth Advisors
Utah
$354K 16,410 -26,392 -62%
GSWM
145
Golden State Wealth Management
California
$349K 16,186 +16,186 New
P
146
&Partners
Tennessee
$349K 16,231 +16,231 New
SWA
147
Stratos Wealth Advisors
Ohio
$345K 16,019 -87,992 -85%
MWM
148
Modera Wealth Management
New Jersey
$323K 14,993 – –
FM
149
Foster & Motley
Ohio
$321K 14,874 – –
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$311K 14,454 +545 +4%
4 5
6
7 8