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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

171 hedge funds and large institutions have $4.22B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-7
Holders Change %
-3.93%
% of All Funds
2.73%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
23
Increased
70
Reduced
56
Closed
30
Calls
$447K
Puts
$137K
Net Calls
+$310K
Net Calls Change
+$310K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$3.29B
2
LPL Financial
LPL Financial
California
$168M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$22.4M
4
Charles Schwab
Charles Schwab
California
$6.2M
5
Citadel Advisors
Citadel Advisors
Florida
$6.12M

Top Sellers

1
GVAG
Great Valley Advisor Group
Delaware
$0
2
RCS
Retirement Capital Strategies
California
$0
3
Bank of America
Bank of America
North Carolina
$31M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.23M
5
SWM
Scissortail Wealth Management
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
151
IFP Advisors
Florida
$15.1K – – –
HB
152
Horizon Bancorp
Indiana
$12K -$1.28K -60 -10%
CFD
153
Creative Financial Designs
Indiana
$11.3K +$21 +1 +0.2%
TCM
154
TD Capital Management
Tennessee
$11K +$11K +526 New
Citigroup
155
Citigroup
New York
$10.4K – – –
NA
156
NewEdge Advisors
Louisiana
$9.11K -$20.8K -1,000 -70%
TFGT
157
TS Financial Group (TSFG)
Illinois
$9K – – –
CT
158
Cambridge Trust
Massachusetts
$8.32K – – –
FFA
159
Farther Finance Advisors
California
$7.74K +$7.74K +372 New
TFG
160
Team Financial Group
California
$5.71K +$5.71K +274 New
SS
161
Sunbelt Securities
Texas
$5.03K – – –
TRCT
162
Tower Research Capital (TRC)
New York
$4.97K – – –
HCP
163
Hexagon Capital Partners
Arkansas
$4.47K +$4.47K +215 New
IPW
164
Impact Partnership Wealth
Georgia
$3.56K -$42.6K -2,046 -92%
FHA
165
First Horizon Advisors
Tennessee
$3.16K +$3.16K +152 New
CSPIA
166
Cary Street Partners Investment Advisory
Virginia
$2.43K +$2.43K +117 New
SL
167
Savior LLC
Massachusetts
$2.04K -$478 -23 -19%
CIAS
168
Capital Investment Advisory Services
North Carolina
$1.29K – – –
HI
169
Harbour Investments
Wisconsin
$1.19K – – –
VFA
170
Values First Advisors
Tennessee
$270 – – –
William Blair & Company
171
William Blair & Company
Illinois
$252 – – –
GVAG
172
Great Valley Advisor Group
Delaware
– -$13.1M -595,869 Closed
RCS
173
Retirement Capital Strategies
California
– -$10.3M -470,257 Closed
TAIM
174
TD Ameritrade Investment Management
Nebraska
– -$7.25M -330,905 Closed
SWM
175
Scissortail Wealth Management
Oklahoma
– -$5.96M -271,188 Closed
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7
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