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SPDR Portfolio Mortgage Backed Bond ETF

178 hedge funds and large institutions have $4.22B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+11
Holders Change %
+6.59%
% of All Funds
2.81%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
32
Increased
72
Reduced
53
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
176
Values First Advisors
Tennessee
$284
William Blair & Company
177
William Blair & Company
Illinois
$264 +$264 +12 New
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$197 -$116K -5,308 -100%
MCC
179
Money Concepts Capital
Florida
-$738K -104,130 Closed
Citadel Advisors
180
Citadel Advisors
Florida
-$2M -90,077 Closed
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
-$1.67M -75,368 Closed
FIM
182
Freedom Investment Management
Connecticut
-$572K -25,803 Closed
T
183
TCWP
Ohio
-$531K -23,962 Closed
MWM
184
Modera Wealth Management
New Jersey
-$498K -22,462 Closed
OFG
185
OmniStar Financial Group
North Carolina
-$319K -14,382 Closed
CCA
186
Checchi Capital Advisers
California
-$280K -12,610 Closed
NYLIM
187
New York Life Investment Management
New York
-$232K -10,469 Closed
RPGK
188
Retirement Planning Group (Kansas)
Kansas
-$230K -10,348 Closed
ASN
189
Advisory Services Network
Georgia
-$62K -2,795 Closed
BWL
190
Bogart Wealth LLC
Virginia
-$61.9K -2,793 Closed
KTC
191
Kistler-Tiffany Companies
Pennsylvania
-$35.1K -1,583 Closed
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
-$23.3K -1,051 Closed
AAS
193
Ameritas Advisory Services
Nebraska
-$18.3K -825 Closed
EWA
194
EverSource Wealth Advisors
Alabama
-$8.38K -378 Closed
BAM
195
Belpointe Asset Management
Nevada
-$3.42K -154 Closed
M1FG
196
Mach-1 Financial Group
Arkansas
-$2.22M -100 Closed
TCWA
197
Ten Capital Wealth Advisors
Washington
-$710 -32 Closed