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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 %
FCAS
201
First Command Advisory Services
Texas
$2.01K +$2.01K +93 New
FFA
202
Founders Financial Alliance
North Carolina
$1.81K – – –
BTI
203
Blue Trust Inc
Georgia
$1.74K – – –
AWM
204
Avior Wealth Management
Nebraska
$1.45K – – –
VFA
205
Values First Advisors
Tennessee
$280 – – –
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$194 -$1.51K -70 -89%
FFM
207
Forum Financial Management
Illinois
– -$7.81M -359,515 Closed
KFGK
208
Keystone Financial Group (Kentucky)
Kentucky
– -$2.57M -118,137 Closed
JWM
209
JPL Wealth Management
Colorado
– -$990K -45,584 Closed
SAG
210
SageView Advisory Group
California
– -$1.39M -45,071 Closed
IGWM
211
ICA Group Wealth Management
Colorado
– -$450K -20,729 Closed
CA
212
CGN Advisors
Kansas
– -$345K -15,887 Closed
RT
213
Rockland Trust
Massachusetts
– -$299K -13,757 Closed
RA
214
RFG Advisory
Alabama
– -$271K -12,484 Closed
FIA
215
Foundations Investment Advisors
Arizona
– -$270K -12,449 Closed
Corient Private Wealth
216
Corient Private Wealth
Florida
– -$231K -10,642 Closed
CC
217
Courier Capital
New York
– -$205K -9,436 Closed
SFG
218
Snider Financial Group
Washington
– -$201K -9,238 Closed
EWA
219
EP Wealth Advisors
California
– -$136K -6,243 Closed
VWM
220
Venturi Wealth Management
Texas
– -$120K -5,546 Closed
NB
221
NBT Bank
New York
– -$26.8K -1,234 Closed
CFGS
222
Concourse Financial Group Securities
Alabama
– -$9.9K -456 Closed
MAM
223
MMA Asset Management
Pennsylvania
– -$7.87K -362 Closed
HB
224
Horizon Bancorp
Indiana
– -$6K -277 Closed
Qube Research & Technologies (QRT)
225
Qube Research & Technologies (QRT)
United Kingdom
– -$3.15K -145 Closed
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