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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

28 hedge funds and large institutions have $68.7M invested in SPDR Portfolio Mortgage Backed Bond ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IndexIQ Advisors
New York
$22M
2
Bank of America
2
Bank of America
North Carolina
$3.85M
3
SMM
3
Stadion Money Management
Georgia
$10.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$978K
5
KFGK
5
Keystone Financial Group (Kentucky)
Kentucky
$903K

Top Sellers

1
Jane Street
1
Jane Street
New York
$315K
2
CSIA
2
Charles Schwab Investment Advisory
California
$0
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$2.13M
4
UBS Group
4
UBS Group
Switzerland
$630K
5
Ameriprise
5
Ameriprise
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
1
IndexIQ Advisors
New York
$22M 846,709 +846,709 New
SMM
2
Stadion Money Management
Georgia
$10.5M 404,962 +45,910 +13%
Wells Fargo
3
Wells Fargo
California
$10.3M 396,673 +8,129 +2%
AssetMark Inc
4
AssetMark Inc
California
$4.87M 187,003 +7,763 +4%
FWP
5
FAS Wealth Partners
Kansas
$4.43M 170,365 +12,316 +8%
Bank of America
6
Bank of America
North Carolina
$3.85M 147,783 +102,424 +226%
Fisher Asset Management
7
Fisher Asset Management
Washington
$2.13M 81,704 -13,667 -14%
Morgan Stanley
8
Morgan Stanley
New York
$2.05M 78,579 -6,204 -7%
CCA
9
Checchi Capital Advisers
California
$1.08M 41,401 +18,026 +77%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$978K 37,595 +37,595 New
LPL Financial
11
LPL Financial
California
$934K 35,906 -6,701 -16%
KFGK
12
Keystone Financial Group (Kentucky)
Kentucky
$903K 24,797 +24,797 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$768K 29,534 -82 -0.3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$727K 27,934 +3,014 +12%
UBS Group
15
UBS Group
Switzerland
$630K 24,194 -11,082 -31%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$523K 20,088 +3,162 +19%
CWM
17
Cornerstone Wealth Management
Missouri
$512K 19,671 – –
LWS
18
Lucia Wealth Services
California
$466K 17,895 +17,895 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$428K 16,476 -7,417 -31%
Jane Street
20
Jane Street
New York
$315K 12,117 -137,566 -92%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$64K 2,451 +421 +21%
IWM
22
IHT Wealth Management
Illinois
$43K 1,665 – –
TC
23
Telemus Capital
Michigan
$26K 1,000 +1,000 New
ASN
24
Advisory Services Network
Georgia
$22K 841 +282 +50%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$22K 837 +837 New
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