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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

222 hedge funds and large institutions have $5.6B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
222
Holders Change
+14
Holders Change %
+6.73%
% of All Funds
2.96%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
38
Increased
103
Reduced
55
Closed
18
Calls
$119K
Puts
–
Net Calls
+$119K
Net Calls Change
+$119K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.94B
2
Stifel Financial
2
Stifel Financial
Missouri
$119M
3
BEI
3
Benjamin Edwards Inc
Missouri
$94.1M
4
LPL Financial
4
LPL Financial
California
$286M
5
CIM
5
Confluence Investment Management
Missouri
$84.6M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$27.8M
2
State Street
2
State Street
Massachusetts
$95.2M
3
PAG
3
Private Advisor Group
New Jersey
$15.1M
4
KW
4
KWB Wealth
California
$13M
5
AWM
5
AE Wealth Management
Kansas
$874K
Name Market Value Shares Shares
Change 		Shares
Change %
CWP
151
Concord Wealth Partners
Virginia
$297K 13,786 -8,546 -38%
AIM
152
Acropolis Investment Management
Missouri
$295K 13,695 +780 +6%
LCC
153
Lincoln Capital Corp
Rhode Island
$283K 13,115 +2,349 +22%
LBC
154
Lowe Brockenbrough & Co
Virginia
$259K 12,000 – –
DE
155
Diversified Enterprises
Delaware
$250K 11,603 +1,266 +12%
TNA
156
True North Advisors
Texas
$248K 11,512 +11,512 New
CIA
157
Capital Investment Advisors
Georgia
$243K 11,265 +364 +3%
FIA
158
Foundations Investment Advisors
Arizona
$233K 10,804 +10,804 New
SG
159
StoneX Group
New York
$231K 10,717 +10,717 New
OWCM
160
One Wealth Capital Management
Arizona
$226K 10,467 +10,467 New
BCWM
161
Bartlett & Co Wealth Management
Ohio
$223K 10,341 – –
LFAS
162
Level Four Advisory Services
Texas
$218K 10,128 -2,082 -17%
RCS
163
Retirement Capital Strategies
California
$215K 9,966 -55,956 -85%
AWA
164
Acorn Wealth Advisors
Michigan
$211K 9,797 – –
MML Investors Services
165
MML Investors Services
Massachusetts
$206K 9,581 +9,581 New
LA
166
LexAurum Advisors
Kansas
$204K 9,482 +9,482 New
HFO
167
Heritage Family Offices
Arizona
$202K 9,363 – –
FDW
168
Fourth Dimension Wealth
Ohio
$178K 8,275 +8,275 New
Qube Research & Technologies (QRT)
169
Qube Research & Technologies (QRT)
United Kingdom
$156K 7,238 +7,238 New
EWA
170
EP Wealth Advisors
California
$151K 7,005 +7,005 New
CFD
171
Creative Financial Designs
Indiana
$143K 6,633 +4,240 +177%
HGERS
172
Householder Group Estate & Retirement Specialist
Arizona
$136K 6,327 -32,261 -84%
SWM
173
Spire Wealth Management
Virginia
$109K 5,080 -10,217 -67%
HCP
174
Hexagon Capital Partners
Arkansas
$107K 4,955 +184 +4%
CBT
175
Crews Bank & Trust
Florida
$106K 4,900 +4,900 New
5 6
7
8 9