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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

171 hedge funds and large institutions have $4.22B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-7
Holders Change %
-3.93%
% of All Funds
2.73%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
23
Increased
70
Reduced
56
Closed
30
Calls
$447K
Puts
$137K
Net Calls
+$310K
Net Calls Change
+$310K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$3.29B
2
LPL Financial
LPL Financial
California
$168M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$22.4M
4
Charles Schwab
Charles Schwab
California
$6.2M
5
Citadel Advisors
Citadel Advisors
Florida
$6.12M

Top Sellers

1
GVAG
Great Valley Advisor Group
Delaware
$0
2
RCS
Retirement Capital Strategies
California
$0
3
Bank of America
Bank of America
North Carolina
$31M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.23M
5
SWM
Scissortail Wealth Management
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
176
Raymond James Financial Services Advisors
Florida
– -$2.75M -125,730 Closed
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
– -$2.52M -115,184 Closed
IWM
178
IHT Wealth Management
Illinois
– -$1.5M -68,598 Closed
SW
179
Simplicity Wealth
New Jersey
– -$693K -31,639 Closed
SS
180
Simplicity Solutions
Minnesota
– -$693K -31,639 Closed
CAN
181
Cetera Advisor Networks
California
– -$500K -22,809 Closed
NCM
182
Northland Capital Management
Minnesota
– -$449K -20,500 Closed
EWM
183
Empirical Wealth Management
Washington
– -$374K -17,072 Closed
AG
184
Ascent Group
Virginia
– -$322K -14,927 Closed
Koshinski Asset Management
185
Koshinski Asset Management
Illinois
– -$292K -13,316 Closed
ATPW
186
Ashton Thomas Private Wealth
Arizona
– -$283K -12,933 Closed
GLA
187
Good Life Advisors
Pennsylvania
– -$255K -11,644 Closed
MA
188
Mutual Advisors
Nebraska
– -$250K -11,427 Closed
EIA
189
Eldridge Investment Advisors
New Hampshire
– -$250K -11,425 Closed
BA
190
Bridge Advisory
California
– -$213K -9,699 Closed
SFG
191
Snider Financial Group
Washington
– -$212K -9,687 Closed
DI
192
Disciplined Investments
Oklahoma
– -$167K -7,611 Closed
FFA
193
Founders Financial Alliance
North Carolina
– -$114K -5,223 Closed
S
194
SignatureFD
Georgia
– -$35.1K -1,604 Closed
FAM
195
Family Asset Management
South Carolina
– -$26.6K -1,213 Closed
VAG
196
VisionPoint Advisory Group
Texas
– -$19.5K -888 Closed
WP
197
WealthPLAN Partners
Nebraska
– -$9.66K -441 Closed
MHR
198
Matthew Hamilton Rosenberg
– -$3.05K -139 Closed
FMII
199
Farmers & Merchants Investments Inc
Nebraska
– -$1.14K -52 Closed
HWA
200
HHM Wealth Advisors
Tennessee
– -$614 -28 Closed
5 6 7
8
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