SPMB icon

SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

194 hedge funds and large institutions have $4.67B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+23
Holders Change %
+13.45%
% of All Funds
2.84%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
46
Increased
69
Reduced
67
Closed
22
Calls
$620K
Puts
$2K
Net Calls
+$618K
Net Calls Change
+$308K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$3.55B
2
Morgan Stanley
Morgan Stanley
New York
$69.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$30.6M
4
TC
TownSquare Capital
Utah
$105M
5
LPL Financial
LPL Financial
California
$194M

Top Sellers

1
CA
CGN Advisors
Kansas
$862K
2
UCFA
United Capital Financial Advisors
Texas
$5.91M
3
CF
Cantor Fitzgerald
New York
$0
4
HWP
Hibernia Wealth Partners
Louisiana
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
151
Pathstone Holdings
New Jersey
$202K +$202K +9,140 New
S
152
Sachetta
Massachusetts
$190K +$190K +8,588 New
TFGT
153
TS Financial Group (TSFG)
Illinois
$175K +$165K +7,468 +1,667%
CFGS
154
Concourse Financial Group Securities
Alabama
$135K -$8.83K -400 -6%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$125K -$48.1K -2,179 -28%
HCP
156
Hexagon Capital Partners
Arkansas
$85.5K +$80.8K +3,661 +1,703%
CFD
157
Creative Financial Designs
Indiana
$78.2K +$66.1K +2,996 +549%
ASN
158
Advisory Services Network
Georgia
$71.4K +$71.4K +3,234 New
TVAMP
159
Tennessee Valley Asset Management Partners
Tennessee
$65.7K +$65.7K +2,976 New
BEI
160
Benjamin Edwards Inc
Missouri
$58K +$7.8K +356 +16%
US Bancorp
161
US Bancorp
Minnesota
$54.6K +$4.57K +207 +9%
AFWM
162
Abich Financial Wealth Management
Virginia
$49.7K +$49.7K +2,251 New
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$46.1K +$46.1K +2,088 New
PS
164
Principal Securities
Iowa
$44.6K +$44.6K +2,022 New
FWP
165
FAS Wealth Partners
Kansas
$44K -$93.5K -4,236 -68%
CIAS
166
Capital Investment Advisory Services
North Carolina
$39.6K +$38.2K +1,733 +2,795%
SSB
167
Sandy Spring Bank
Maryland
$38.5K – – –
OSNBOA
168
Old Second National Bank of Aurora
Illinois
$38.1K – – –
ACA
169
Aptus Capital Advisors
Alabama
$32.9K -$44.6K -2,022 -58%
GWANC
170
Guardian Wealth Advisors (North Carolina)
North Carolina
$32.8K +$32.8K +1,484 New
GI
171
Gradient Investments
Minnesota
$25K -$63.2K -2,863 -72%
GFPC
172
Global Financial Private Client
Florida
$24.8K -$38.6K -1,749 -61%
NFA
173
Northwest Financial Advisors
Virginia
$23.7K +$23.7K +1,072 New
FFA
174
Farther Finance Advisors
California
$20.9K +$12.6K +573 +154%
RFG
175
REAP Financial Group
Texas
$19.6K +$19.6K +888 New
5 6
7
8 9