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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

205 hedge funds and large institutions have $5.06B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-2
Holders Change %
-0.97%
% of All Funds
2.98%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
26
Increased
74
Reduced
76
Closed
23
Calls
–
Puts
$265K
Net Calls
-$265K
Net Calls Change
+$617K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.73B
2
Stifel Financial
2
Stifel Financial
Missouri
$66.4M
3
LPL Financial
3
LPL Financial
California
$228M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$40.9M
5
State Street
5
State Street
Massachusetts
$78.6M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$31.9M
2
BlackRock
2
BlackRock
New York
$9.47M
3
FFM
3
Forum Financial Management
Illinois
$0
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$1.98M
5
TC
5
TownSquare Capital
Utah
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
176
Coppell Advisory Solutions
Texas
$35.3K +$35.3K +1,637 New
ATPW
177
Ashton Thomas Private Wealth
Arizona
$34.1K +$34.1K +1,579 New
Fidelity Investments
178
Fidelity Investments
Massachusetts
$33.8K -$130K -6,004 -79%
CA
179
CoreCap Advisors
Michigan
$30.9K – – –
S
180
Sachetta
Massachusetts
$30K -$158K -7,218 -84%
ACA
181
Aptus Capital Advisors
Alabama
$28.7K +$690 +32 +2%
GFPC
182
Global Financial Private Client
Florida
$24.3K – – –
SIC
183
Salem Investment Counselors
North Carolina
$19.3K – – –
VAG
184
VisionPoint Advisory Group
Texas
$19.2K – – –
IA
185
IFP Advisors
Florida
$15.6K – – –
GWANC
186
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.5K +$108 +5 +0.8%
TCM
187
TD Capital Management
Tennessee
$11.7K +$86 +4 +0.7%
Citigroup
188
Citigroup
New York
$10.8K – – –
CP
189
Camelot Portfolios
Ohio
$10.8K +$10.8K +500 New
CA
190
Crewe Advisors
Utah
$10.8K – – –
William Blair & Company
191
William Blair & Company
Illinois
$8.26K +$4.59K +213 +125%
PS
192
Principal Securities
Iowa
$7.81K -$1.66K -77 -18%
SS
193
Sunbelt Securities
Texas
$5.22K – – –
TRCT
194
Tower Research Capital (TRC)
New York
$5.16K – – –
HI
195
Harbour Investments
Wisconsin
$4.86K – – –
Jones Financial Companies
196
Jones Financial Companies
Missouri
$4.27K +$4.27K +198 New
SPIA
197
Steward Partners Investment Advisory
New York
$3K – – –
TAM
198
Tucker Asset Management
Colorado
$2.31K +$2.31K +107 New
CA
199
Continuum Advisory
Idaho
$2.27K – – –
ACM
200
Anfield Capital Management
California
$2.24K – – –
6 7
8
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