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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 %
SAM
201
Synergy Asset Management
Washington
$8.02K 356 +356 New
HR
202
Howe & Rusling
New York
$7.5K 348 +348 New
CFP
203
Comprehensive Financial Planning
Pennsylvania
$7.35K 341 +341 New
VHAM
204
Van Hulzen Asset Management
California
$6.4K 297 +297 New
TRCT
205
Tower Research Capital (TRC)
New York
$5.15K 239 – –
SPIA
206
Steward Partners Investment Advisory
New York
$3K 139 – –
TAM
207
Tucker Asset Management
Colorado
$2.31K 107 – –
ACM
208
Anfield Capital Management
California
$2.24K 104 – –
FFA
209
Founders Financial Alliance
North Carolina
$1.81K 84 – –
CA
210
Continuum Advisory
Idaho
$1.38K 64 – –
Q1WB
211
Quest 10 Wealth Builders
Virginia
$1.29K 60 +60 New
AWM
212
Avior Wealth Management
Nebraska
$1.19K 55 – –
PMFA
213
Plante Moran Financial Advisors
Michigan
$1.16K 54 – –
TWC
214
TD Waterhouse Canada
Ontario, Canada
$948 44 +44 New
GA
215
GoalVest Advisory
New York
$754 35 +35 New
LIS
216
Legacy Investment Solutions
Idaho
$521 24 – –
LWMI
217
Legacy Wealth Management (Idaho)
Idaho
$521 24 – –
CTA
218
Colonial Trust Advisors
South Carolina
$453 21 +21 New
PS
219
Principal Securities
Iowa
$431 20 -4,323 -100%
VFA
220
Values First Advisors
Tennessee
$281 13 – –
HHGA
221
Halbert Hargrove Global Advisors
California
$103 5 +5 New
SS
222
SBI Securities
Japan
$43 2 +2 New
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$22 1 +1 New
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
– – -3,033 Closed
SIM
225
Stratos Investment Management
Ohio
– – -70,287 Closed
6 7 8
9
10