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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 %
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$1.72K +$1.52K +70 +778%
AWM
202
Atticus Wealth Management
Florida
$1.61K -$369 -17 -19%
AWM
203
Avior Wealth Management
Nebraska
$1.46K +$1.46K +67 New
GWSA
204
Global Wealth Strategies & Associates
Colorado
$1.43K +$1.43K +66 New
SMA
205
Sage Mountain Advisors
Georgia
$1.11K +$1.11K +51 New
MG
206
Mather Group
Illinois
$441 +$441 +20 New
VFA
207
Values First Advisors
Tennessee
$282 – – –
BNP Paribas Financial Markets
208
BNP Paribas Financial Markets
France
$22 +$22 +1 New
CWM
209
Comprehensive Wealth Management
Washington
– -$6.43M -291,567 Closed
WI
210
WBI Investments
New Jersey
– -$3.4M -153,884 Closed
MWM
211
Meridian Wealth Management
Kentucky
– -$3.12M -141,311 Closed
ACG
212
Allen Capital Group
Nebraska
– -$2.94M -133,425 Closed
JIP
213
Jaffetilchin Investment Partners
Florida
– -$2.45M -110,953 Closed
ARC
214
Advisor Resource Council
Texas
– -$1.88M -84,963 Closed
Truist Financial
215
Truist Financial
North Carolina
– -$505K -22,899 Closed
SFS
216
Security Financial Services
Indiana
– -$401K -18,191 Closed
CIR
217
Clear Investment Research
Georgia
– -$330K -14,954 Closed
BRWA
218
B. Riley Wealth Advisors
Florida
– -$279K -12,621 Closed
CIAS
219
CFS Investment Advisory Services
New Jersey
– -$256K -11,620 Closed
VRM
220
Vectors Research Management
New York
– -$254K -11,528 Closed
CAN
221
Cetera Advisor Networks
California
– -$230K -10,413 Closed
Pathstone Holdings
222
Pathstone Holdings
New Jersey
– -$202K -9,140 Closed
ASN
223
Advisory Services Network
Georgia
– -$71.4K -3,234 Closed
TVAMP
224
Tennessee Valley Asset Management Partners
Tennessee
– -$65.7K -2,976 Closed
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
– -$46.1K -2,088 Closed
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