SPMB icon

SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

222 hedge funds and large institutions have $5.6B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
222
Holders Change
+14
Holders Change %
+6.73%
% of All Funds
2.96%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
38
Increased
103
Reduced
55
Closed
18
Calls
$119K
Puts
–
Net Calls
+$119K
Net Calls Change
+$119K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.94B
2
Stifel Financial
2
Stifel Financial
Missouri
$119M
3
BEI
3
Benjamin Edwards Inc
Missouri
$94.1M
4
LPL Financial
4
LPL Financial
California
$286M
5
CIM
5
Confluence Investment Management
Missouri
$84.6M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$27.8M
2
State Street
2
State Street
Massachusetts
$95.2M
3
PAG
3
Private Advisor Group
New Jersey
$15.1M
4
KW
4
KWB Wealth
California
$13M
5
AWM
5
AE Wealth Management
Kansas
$874K
Name Market Value Shares Shares
Change 		Shares
Change %
T
176
Transce3nd
Texas
$95.8K 4,445 +4,445 New
ACA
177
Aptus Capital Advisors
Alabama
$78K 3,619 +2,067 +133%
Fidelity Investments
178
Fidelity Investments
Massachusetts
$72.8K 3,380 -4,204 -55%
CA
179
CoreCap Advisors
Michigan
$72.3K 3,353 +1,980 +144%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$57.8K 2,684 +2,046 +321%
FFA
181
Farther Finance Advisors
California
$52.7K 2,444 -129 -5%
FWP
182
FAS Wealth Partners
Kansas
$45.6K 2,118 +28 +1%
Jones Financial Companies
183
Jones Financial Companies
Missouri
$43.9K 2,038 +139 +7%
US Bancorp
184
US Bancorp
Minnesota
$40.9K 1,900 – –
William Blair & Company
185
William Blair & Company
Illinois
$39.2K 1,820 +1,437 +375%
CIAS
186
Capital Investment Advisory Services
North Carolina
$38.7K 1,795 – –
AA
187
Ancora Advisors
Ohio
$38.7K 1,794 +1,794 New
SSB
188
Sandy Spring Bank
Maryland
$37.6K 1,744 – –
RFS
189
Richardson Financial Services
Massachusetts
$33.6K 1,557 -128 -8%
TPW
190
Talon Private Wealth
Florida
$29.4K 1,366 – –
CAS
191
Coppell Advisory Solutions
Texas
$29.1K 1,351 +132 +11%
S
192
Sachetta
Massachusetts
$29K 1,344 -34 -2%
GFPC
193
Global Financial Private Client
Florida
$24.2K 1,125 – –
FWM
194
FLP Wealth Management
Arkansas
$23.7K 1,101 +1,101 New
MPWT
195
MassMutual Private Wealth & Trust
Connecticut
$19.7K 915 +789 +626%
HI
196
Harbour Investments
Wisconsin
$15.3K 712 +1 +0.1%
GWANC
197
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.8K 641 +8 +1%
RIA
198
Realta Investment Advisors
Delaware
$10.9K 507 – –
Citigroup
199
Citigroup
New York
$10.8K 500 – –
CTC
200
Central Trust Company
Missouri
$9.94K 461 -2,075 -82%
6 7
8
9 10