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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

154 hedge funds and large institutions have $3.71B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 69 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-7
Holders Change %
-4.35%
% of All Funds
2.6%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
23
Increased
42
Reduced
69
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$26M
2
Bank of America
2
Bank of America
North Carolina
$25.8M
3
CF
3
Cantor Fitzgerald
New York
$15.9M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$123M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.2M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.9B
2
Jane Street
2
Jane Street
New York
$27.4M
3
MWM
3
Modera Wealth Management
New Jersey
$1.83M
4
CWM
4
Comprehensive Wealth Management
Washington
$7.25M
5
AWS
5
Atria Wealth Solutions
New York
$4.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWA
151
Ten Capital Wealth Advisors
Washington
$1K – – –
HI
152
Harbour Investments
Wisconsin
$1K +$1K +55 New
CIAS
153
CFS Investment Advisory Services
New Jersey
– -$27K -164,645 Closed
SIM
154
Stratos Investment Management
Ohio
– -$1.4M -58,616 Closed
C
155
CEDRUS
Colorado
– -$1.26M -52,399 Closed
Verition Fund Management
156
Verition Fund Management
Connecticut
– -$1.09M -45,645 Closed
CRI
157
Colonial River Investments
Virginia
– -$724K -30,211 Closed
OMC
158
Old Mission Capital
Illinois
– -$642K -26,780 Closed
ACM
159
Ategra Capital Management
Virginia
– -$513K -21,398 Closed
MC
160
Matisse Capital
Oregon
– -$417K -17,408 Closed
SIG
161
Spinnaker Investment Group
California
– -$353K -14,801 Closed
MWC
162
MBM Wealth Consultants
Missouri
– -$344K -14,346 Closed
CW
163
CreativeOne Wealth
Kansas
– -$329K -13,728 Closed
VAG
164
VisionPoint Advisory Group
Texas
– -$316K -13,655 Closed
EE
165
EWG Elevate
California
– -$295K -12,303 Closed
RC
166
RegentAtlantic Capital
New Jersey
– -$258K -10,766 Closed
ABC
167
Associated Banc-Corp
Wisconsin
– -$213K -8,895 Closed
BFG
168
Berger Financial Group
Minnesota
– -$211K -8,804 Closed
ML
169
Mayport LLC
Massachusetts
– -$207K -8,649 Closed
EH
170
Equitable Holdings
New York
– -$207K -8,643 Closed
MSFS
171
Main Street Financial Solutions
Pennsylvania
– -$200K -8,353 Closed
PP
172
Pacifica Partners
Canada
– -$61K -2,484 Closed
EW
173
Element Wealth
Mississippi
– -$54K -2,239 Closed
LAS
174
Lloyd Advisory Services
Georgia
– -$42K -1,766 Closed
Koshinski Asset Management
175
Koshinski Asset Management
Illinois
– -$31.8K -1,327 Closed
4 5 6
7
8