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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

207 hedge funds and large institutions have $4.89B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 86 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+13
Holders Change %
+6.7%
% of All Funds
3%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
39
Increased
86
Reduced
58
Closed
24
Calls
$630K
Puts
$1.51M
Net Calls
-$882K
Net Calls Change
-$1.5M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.63B
2
Stifel Financial
2
Stifel Financial
Missouri
$39.7M
3
AssetMark Inc
3
AssetMark Inc
California
$30.9M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$20.3M
5
LPL Financial
5
LPL Financial
California
$208M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.2M
2
HCC
2
Hirtle Callaghan & Co
Pennsylvania
$32.7M
3
RCS
3
Retirement Capital Strategies
California
$3.08M
4
Wells Fargo
4
Wells Fargo
California
$1.37M
5
TNA
5
True North Advisors
Texas
$340K
Name Holding Trade Value Shares
Change 		Shares
Change %
LCC
151
Lincoln Capital Corp
Rhode Island
$227K +$2.39K +110 +1%
BCWM
152
Bartlett & Co Wealth Management
Ohio
$225K – – –
D
153
Diversified
Delaware
$223K +$223K +10,288 New
AWA
154
Acorn Wealth Advisors
Michigan
$213K – – –
CC
155
Courier Capital
New York
$205K -$45.4K -2,092 -18%
SFG
156
Snider Financial Group
Washington
$201K +$2.11K +97 +1%
S
157
Sachetta
Massachusetts
$190K – – –
Fidelity Investments
158
Fidelity Investments
Massachusetts
$164K +$158K +7,270 +2,407%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$136K +$13.3K +612 +11%
EWA
160
EP Wealth Advisors
California
$136K +$136K +6,243 New
VWM
161
Venturi Wealth Management
Texas
$120K +$120K +5,546 New
HCP
162
Hexagon Capital Partners
Arkansas
$108K +$24K +1,105 +29%
RIA
163
Realta Investment Advisors
Delaware
$65.1K +$65.1K +2,997 New
CTC
164
Central Trust Company
Missouri
$59.8K +$59.8K +2,752 New
FWP
165
FAS Wealth Partners
Kansas
$44.7K +$1.35K +62 +3%
CFD
166
Creative Financial Designs
Indiana
$44.4K -$32.6K -1,500 -42%
US Bancorp
167
US Bancorp
Minnesota
$41.3K -$12.4K -573 -23%
CIAS
168
Capital Investment Advisory Services
North Carolina
$39K – – –
SSB
169
Sandy Spring Bank
Maryland
$37.9K – – –
OSNBOA
170
Old Second National Bank of Aurora
Illinois
$37.5K – – –
RFS
171
Richardson Financial Services
Massachusetts
$35.3K +$35.3K +1,623 New
CA
172
CoreCap Advisors
Michigan
$31.1K +$31.1K +1,434 New
Citadel Advisors
173
Citadel Advisors
Florida
$28.3K -$320K -14,713 -92%
ACA
174
Aptus Capital Advisors
Alabama
$28.2K -$4.19K -193 -13%
NB
175
NBT Bank
New York
$26.8K +$26.8K +1,234 New
5 6
7
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