SPMB icon

SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

208 hedge funds and large institutions have $5.45B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+3
Holders Change %
+1.46%
% of All Funds
3.01%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
32
Increased
88
Reduced
65
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.97B
2
BEI
2
Benjamin Edwards Inc
Missouri
$46.9M
3
LPL Financial
3
LPL Financial
California
$272M
4
State Street
4
State Street
Massachusetts
$114M
5
LJAC
5
L.J. Altfest & Co
New York
$14.6M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$33.5M
2
CFG
2
Carr Financial Group
Massachusetts
$1.73M
3
APA
3
Astoria Portfolio Advisors
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$31.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$62.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
Continuum Advisory
Idaho
$1.39K -$890 -41 -39%
BNP Paribas Financial Markets
202
BNP Paribas Financial Markets
France
$1.26K +$1.26K +56 New
AWM
203
Avior Wealth Management
Nebraska
$1.24K -$270 -12 -18%
PMFA
204
Plante Moran Financial Advisors
Michigan
$1.22K +$1.22K +54 New
LIS
205
Legacy Investment Solutions
Idaho
$522 +$522 +24 New
LWMI
206
Legacy Wealth Management (Idaho)
Idaho
$522 +$522 +24 New
PFG
207
Peterson Financial Group
Iowa
$376 +$376 +17 New
VFA
208
Values First Advisors
Tennessee
$292 – – –
GSEP
209
Golden State Equity Partners
California
$22 +$22 +1 New
APA
210
Astoria Portfolio Advisors
New York
– -$8.17M -378,711 Closed
Charles Schwab
211
Charles Schwab
California
– -$4.77M -220,988 Closed
VWWMG
212
Vermillion & White Wealth Management Group
Pennsylvania
– -$2.25M -104,294 Closed
CWA
213
Centennial Wealth Advisory
Michigan
– -$1.29M -60,027 Closed
MWPCG
214
Measured Wealth Private Client Group
New Hampshire
– -$655K -30,352 Closed
OCM
215
One Capital Management
California
– -$543K -25,171 Closed
Simplex Trading
216
Simplex Trading
Illinois
– -$520K -24,109 Closed
SG
217
StoneX Group
New York
– -$352K -16,319 Closed
TNA
218
True North Advisors
Texas
– -$338K -15,669 Closed
LA
219
Latitude Advisors
Florida
– -$316K -14,652 Closed
NCM
220
Next Capital Management
New York
– -$314K -14,557 Closed
AC
221
Arjuna Capital
North Carolina
– -$243K -11,287 Closed
Creative Planning
222
Creative Planning
Kansas
– -$231K -10,723 Closed
TWP
223
Triad Wealth Partners
Kansas
– -$225K -10,419 Closed
CAMV
224
Concord Asset Management (Virginia)
Virginia
– -$224K -10,376 Closed
OWMIAS
225
One Wealth Management Investment & Advisory Services
Florida
– -$223K -10,345 Closed
6 7 8
9
10