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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

205 hedge funds and large institutions have $5.06B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-2
Holders Change %
-0.97%
% of All Funds
2.98%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
26
Increased
74
Reduced
76
Closed
23
Calls
–
Puts
$265K
Net Calls
-$265K
Net Calls Change
+$617K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.73B
2
Stifel Financial
2
Stifel Financial
Missouri
$66.4M
3
LPL Financial
3
LPL Financial
California
$228M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$40.9M
5
State Street
5
State Street
Massachusetts
$78.6M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$31.9M
2
BlackRock
2
BlackRock
New York
$9.47M
3
FFM
3
Forum Financial Management
Illinois
$0
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$1.98M
5
TC
5
TownSquare Capital
Utah
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
151
Triad Wealth Partners
Kansas
$225K +$225K +10,419 New
CAMV
152
Concord Asset Management (Virginia)
Virginia
$224K -$326K -15,111 -59%
OWMIAS
153
One Wealth Management Investment & Advisory Services
Florida
$223K -$88.9K -4,120 -28%
BCWM
154
Bartlett & Co Wealth Management
Ohio
$223K – – –
D
155
Diversified
Delaware
$223K +$1.06K +49 +0.5%
MML Investors Services
156
MML Investors Services
Massachusetts
$221K -$110K -5,105 -33%
Bank of New York Mellon
157
Bank of New York Mellon
New York
$220K +$220K +10,222 New
AWA
158
Acorn Wealth Advisors
Michigan
$211K – – –
AAM
159
Advisors Asset Management
Colorado
$204K -$90.9K -4,214 -31%
GI
160
Gradient Investments
Minnesota
$167K +$145K +6,717 +663%
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$141K +$6.26K +290 +5%
HCP
162
Hexagon Capital Partners
Arkansas
$108K +$410 +19 +0.4%
Comerica Bank
163
Comerica Bank
Texas
$87.1K +$81.9K +3,796 +1,569%
MG
164
Mather Group
Illinois
$75.3K +$74.9K +3,449 +17,245%
CFD
165
Creative Financial Designs
Indiana
$61.8K +$17.8K +825 +40%
CTC
166
Central Trust Company
Missouri
$59.4K – – –
AFWM
167
Abich Financial Wealth Management
Virginia
$53K -$462K -21,409 -90%
FWP
168
FAS Wealth Partners
Kansas
$44.7K +$367 +17 +0.8%
US Bancorp
169
US Bancorp
Minnesota
$41K – – –
CIAS
170
Capital Investment Advisory Services
North Carolina
$38.7K – – –
SSB
171
Sandy Spring Bank
Maryland
$37.6K – – –
OSNBOA
172
Old Second National Bank of Aurora
Illinois
$37.2K – – –
RIA
173
Realta Investment Advisors
Delaware
$36.7K -$28K -1,297 -43%
RFS
174
Richardson Financial Services
Massachusetts
$36.3K +$1.34K +62 +4%
FFA
175
Farther Finance Advisors
California
$36.1K -$195K -9,117 -84%
5 6
7
8 9