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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

207 hedge funds and large institutions have $4.89B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 86 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+13
Holders Change %
+6.7%
% of All Funds
3%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
39
Increased
86
Reduced
58
Closed
24
Calls
$630K
Puts
$1.51M
Net Calls
-$882K
Net Calls Change
-$1.5M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.63B
2
Stifel Financial
2
Stifel Financial
Missouri
$39.7M
3
AssetMark Inc
3
AssetMark Inc
California
$30.9M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$20.3M
5
LPL Financial
5
LPL Financial
California
$208M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.2M
2
HCC
2
Hirtle Callaghan & Co
Pennsylvania
$32.7M
3
RCS
3
Retirement Capital Strategies
California
$3.08M
4
Wells Fargo
4
Wells Fargo
California
$1.37M
5
TNA
5
True North Advisors
Texas
$340K
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
176
Global Financial Private Client
Florida
$24.2K – – –
GI
177
Gradient Investments
Minnesota
$22K -$2.59K -119 -11%
SIC
178
Salem Investment Counselors
North Carolina
$19.5K +$19.5K +897 New
VAG
179
VisionPoint Advisory Group
Texas
$19.3K – – –
IA
180
IFP Advisors
Florida
$15.7K – – –
GWANC
181
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.5K -$18.7K -862 -58%
TCM
182
TD Capital Management
Tennessee
$11.6K +$65 +3 +0.6%
Citigroup
183
Citigroup
New York
$10.9K – – –
CA
184
Crewe Advisors
Utah
$10.8K +$10.8K +499 New
CFGS
185
Concourse Financial Group Securities
Alabama
$9.9K -$123K -5,683 -93%
PS
186
Principal Securities
Iowa
$9.54K -$34.4K -1,583 -78%
CT
187
Cambridge Trust
Massachusetts
$8.69K – – –
MAM
188
MMA Asset Management
Pennsylvania
$7.87K +$7.87K +362 New
HB
189
Horizon Bancorp
Indiana
$6K -$2.17K -100 -27%
SS
190
Sunbelt Securities
Texas
$5.26K – – –
Comerica Bank
191
Comerica Bank
Texas
$5.26K +$5.26K +242 New
TRCT
192
Tower Research Capital (TRC)
New York
$5.19K – – –
HI
193
Harbour Investments
Wisconsin
$4.88K +$3.62K +167 +288%
William Blair & Company
194
William Blair & Company
Illinois
$3.69K +$3.69K +170 New
Qube Research & Technologies (QRT)
195
Qube Research & Technologies (QRT)
United Kingdom
$3.15K – – –
SPIA
196
Steward Partners Investment Advisory
New York
$3.02K -$2.82K -130 -48%
ACM
197
Anfield Capital Management
California
$2.26K +$2.26K +104 New
CA
198
Continuum Advisory
Idaho
$2.25K +$2.25K +105 New
FFA
199
Founders Financial Alliance
North Carolina
$1.82K +$1.82K +84 New
BTI
200
Blue Trust Inc
Georgia
$1.74K +$1.74K +80 New
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