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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

167 hedge funds and large institutions have $4.05B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 24 closing their positions.

Holders
167
Holders Change
+4
Holders Change %
+2.45%
% of All Funds
2.67%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.18%
New
30
Increased
57
Reduced
59
Closed
24
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$22K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.17B
2
Jane Street
2
Jane Street
New York
$45.3M
3
LPL Financial
3
LPL Financial
California
$118M
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$26.5M
5
CA
5
CGN Advisors
Kansas
$22M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$13M
2
Stifel Financial
2
Stifel Financial
Missouri
$5.64M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$358K
4
Ameriprise
4
Ameriprise
Minnesota
$30.4M
5
GLA
5
Good Life Advisors
Pennsylvania
$257K
Name Market Value Shares Shares
Change 		Shares
Change %
TFGT
151
TS Financial Group (TSFG)
Illinois
$17K 748 -717 -49%
TRCT
152
Tower Research Capital (TRC)
New York
$16K 739 +500 +209%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$14.9K 674 +672 +33,600%
SPIA
154
Steward Partners Investment Advisory
New York
$13.8K 622 +622 New
Citigroup
155
Citigroup
New York
$11.1K 500 – –
CFD
156
Creative Financial Designs
Indiana
$11.1K 500 +500 New
CT
157
Cambridge Trust
Massachusetts
$9.27K 418 – –
EWA
158
EverSource Wealth Advisors
Alabama
$8.38K 378 +378 New
SS
159
Sunbelt Securities
Texas
$5.35K 242 +242 New
BAM
160
Belpointe Asset Management
Nevada
$3.42K 154 -55 -26%
MHR
161
Matthew Hamilton Rosenberg
$3.08K 139 – –
SL
162
Savior LLC
Massachusetts
$2.68K 121 – –
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$2K 102 – –
CIAS
164
Capital Investment Advisory Services
North Carolina
$1.38K 62 +62 New
HI
165
Harbour Investments
Wisconsin
$1.25K 56 – –
TCWA
166
Ten Capital Wealth Advisors
Washington
$710 32 – –
VFA
167
Values First Advisors
Tennessee
$288 13 -52,749 -100%
GIM
168
Goelzer Investment Management
Indiana
– – -140,529 Closed
SMF
169
Sterling Manor Financial
New York
– – -72,875 Closed
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
– – -48,368 Closed
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
– – -47,824 Closed
FFG
172
Ford Financial Group
California
– – -45,561 Closed
SWM
173
Sugarloaf Wealth Management
Georgia
– – -20,039 Closed
KAS
174
Kestra Advisory Services
Texas
– – -17,945 Closed
PWMG
175
Pinnacle Wealth Management Group
Michigan
– – -13,512 Closed
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