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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

163 hedge funds and large institutions have $3.68B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+8
Holders Change %
+5.16%
% of All Funds
2.63%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
41
Increased
51
Reduced
56
Closed
28
Calls
$24K
Puts
–
Net Calls
+$24K
Net Calls Change
+$24K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$101M
2
CIM
Confluence Investment Management
Missouri
+$54.2M
3
Ameriprise
Ameriprise
Minnesota
+$28M
4
Stifel Financial
Stifel Financial
Missouri
+$21.6M
5
SFO
Stokes Family Office
Louisiana
+$18.5M

Top Sellers

1
Jane Street
Jane Street
New York
-$50.9M
2
KW
KWB Wealth
California
-$16M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$10.6M
4
AssetMark Inc
AssetMark Inc
California
-$10.3M
5
CIAS
CFS Investment Advisory Services
New Jersey
-$8.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
151
Qube Research & Technologies (QRT)
United Kingdom
$3.15K – – –
MHR
152
Matthew Hamilton Rosenberg
$3.02K – – –
SL
153
Savior LLC
Massachusetts
$2.63K +$2.63K +121 New
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$2K -$5.41K -276 -73%
EE
155
EWG Elevate
California
$1.45K +$1.45K +67 New
HI
156
Harbour Investments
Wisconsin
$1.22K +$22 +1 +2%
HS
157
Horan Securities
United States
$1.21K +$22 +1 +2%
TCWA
158
Ten Capital Wealth Advisors
Washington
$694 – – –
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$499 -$47.9K -2,210 -99%
BlackRock
160
BlackRock
New York
$434 +$434 +20 New
NA
161
NewEdge Advisors
Louisiana
$57 +$57 +2,608 New
Fidelity Investments
162
Fidelity Investments
Massachusetts
$43 +$43 +2 New
Jane Street
163
Jane Street
New York
– -$50.9M -2,372,396 Closed
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
– -$14.7K -639,468 Closed
AssetMark Inc
165
AssetMark Inc
California
– -$10.3M -480,751 Closed
OC
166
Oppenheimer & Co
New York
– -$8.22M -383,244 Closed
CIAS
167
CFS Investment Advisory Services
New Jersey
– -$8.46M -183,611 Closed
ACG
168
Allen Capital Group
Nebraska
– -$2.27M -105,593 Closed
AWS
169
AJ Wealth Strategies
New York
– -$1.32M -61,543 Closed
RIA
170
Regal Investment Advisors
Michigan
– -$1.12M -52,112 Closed
FTUS
171
Flow Traders U.S.
New York
– -$1.01M -47,288 Closed
OMC
172
Old Mission Capital
Illinois
– -$933K -43,505 Closed
ACK
173
Andrew C. Karlinski
– -$738K -34,422 Closed
SWA
174
Stratos Wealth Advisors
Ohio
– -$654K -30,476 Closed
GL
175
Graypoint LLC
New York
– -$528K -24,600 Closed
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