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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

194 hedge funds and large institutions have $4.67B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+23
Holders Change %
+13.45%
% of All Funds
2.84%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
46
Increased
69
Reduced
67
Closed
22
Calls
$620K
Puts
$2K
Net Calls
+$618K
Net Calls Change
+$308K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$3.55B
2
Morgan Stanley
Morgan Stanley
New York
$69.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$30.6M
4
TC
TownSquare Capital
Utah
$105M
5
LPL Financial
LPL Financial
California
$194M

Top Sellers

1
CA
CGN Advisors
Kansas
$862K
2
UCFA
United Capital Financial Advisors
Texas
$5.91M
3
CF
Cantor Fitzgerald
New York
$0
4
HWP
Hibernia Wealth Partners
Louisiana
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VAG
176
VisionPoint Advisory Group
Texas
$19.6K +$19.6K +888 New
IA
177
IFP Advisors
Florida
$16K – – –
TCM
178
TD Capital Management
Tennessee
$11.8K +$154 +7 +1%
Citigroup
179
Citigroup
New York
$11K – – –
OLVIG
180
Oliver Lagore Vanvalin Investment Group
Michigan
$9.05K -$15K -678 -62%
CT
181
Cambridge Trust
Massachusetts
$8.83K – – –
HB
182
Horizon Bancorp
Indiana
$8K -$3.93K -185 -33%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$6.67K -$41.4K -1,876 -86%
TFG
184
Team Financial Group
California
$6.13K +$88 +4 +1%
AAP
185
Arax Advisory Partners
Colorado
$5.96K +$5.96K +270 New
SPIA
186
Steward Partners Investment Advisory
New York
$5.94K -$13.7K -622 -70%
SS
187
Sunbelt Securities
Texas
$5.34K – – –
TRCT
188
Tower Research Capital (TRC)
New York
$5.28K – – –
RIM
189
Rockbridge Investment Management
New York
$3.25K +$3.25K +147 New
Qube Research & Technologies (QRT)
190
Qube Research & Technologies (QRT)
United Kingdom
$3.2K -$187K -8,471 -98%
AWM
191
Atticus Wealth Management
Florida
$2.02K -$14.2K -642 -88%
HI
192
Harbour Investments
Wisconsin
$1.28K +$22 +1 +2%
VFA
193
Values First Advisors
Tennessee
$286 – – –
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$199 -$30.3K -1,372 -99%
CF
195
Cantor Fitzgerald
New York
– -$11.1M -532,370 Closed
HWP
196
Hibernia Wealth Partners
Louisiana
– -$9.73M -467,769 Closed
Jane Street
197
Jane Street
New York
– -$9.5M -456,799 Closed
OMC
198
Old Mission Capital
Illinois
– -$2.51M -120,830 Closed
LEFP
199
Leading Edge Financial Planning
Tennessee
– -$1.34M -64,414 Closed
SIM
200
Stratos Investment Management
Ohio
– -$1.14M -55,012 Closed
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