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SPDR Portfolio Mortgage Backed Bond ETF

38 hedge funds and large institutions have $76M invested in SPDR Portfolio Mortgage Backed Bond ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
10
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1
Cornerstone Wealth Management
Missouri
$19.7M -$1.18M -30,910 -6%
SMM
2
Stadion Money Management
Georgia
$13.8M +$1.67M +66,124 +14%
Wells Fargo
3
Wells Fargo
California
$9.37M +$88.4K +3,508 +1%
CWM
4
Chesapeake Wealth Management
Virginia
$7.48M -$436K -17,285 -6%
AssetMark Inc
5
AssetMark Inc
California
$5.22M +$22.3K +883 +0.4%
FWP
6
FAS Wealth Partners
Kansas
$4.24M -$128K -5,060 -3%
FEG
7
Financial Enhancement Group
Indiana
$3.33M +$3.33M +132,141 New
CCA
8
Checchi Capital Advisers
California
$1.75M +$339K +13,439 +24%
Morgan Stanley
9
Morgan Stanley
New York
$1.64M -$598K -23,717 -27%
IA
10
IndexIQ Advisors
New York
$1.28M -$28.1M -1,113,910 -96%
Bank of America
11
Bank of America
North Carolina
$1.19M -$191K -7,566 -14%
LPL Financial
12
LPL Financial
California
$1.11M +$30K +1,189 +3%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.04M +$235K +9,315 +29%
Fisher Asset Management
14
Fisher Asset Management
Washington
$894K -$1.15M -45,433 -56%
AF
15
Advisornet Financial
Minnesota
$845K +$845K +33,526 New
RJA
16
Raymond James & Associates
Florida
$514K +$136K +5,399 +36%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$447K +$64.2K +2,544 +17%
HH
18
Hilltop Holdings
Texas
$433K -$36.8K -1,460 -8%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$396K -$140K -5,551 -26%
Jane Street
20
Jane Street
New York
$320K -$4.1M -162,770 -93%
UBS Group
21
UBS Group
Switzerland
$260K -$33.1K -1,313 -11%
PAG
22
Pinnacle Advisory Group
Maryland
$212K +$212K +8,412 New
LWS
23
Lucia Wealth Services
California
$171K -$80.6K -3,194 -32%
EWM
24
Elmwood Wealth Management
California
$158K
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$74K +$19.1K +752 +35%