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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

56 hedge funds and large institutions have $120M invested in SPDR Portfolio Mortgage Backed Bond ETF in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
16
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$25.8M
2
State Street
2
State Street
Massachusetts
$3.56M
3
RIM
3
Redwood Investment Management
Arizona
$3.42M
4
GI
4
Gradient Investments
Minnesota
$14.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.88M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$2.19M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$0
3
TC
3
TownSquare Capital
Utah
$2.23M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$25.8M 989,398 +243,725 +33%
GI
2
Gradient Investments
Minnesota
$14.7M 563,366 +106,732 +23%
Wells Fargo
3
Wells Fargo
California
$9.7M 371,121 +453 +0.1%
SMM
4
Stadion Money Management
Georgia
$9.17M 350,917 +12,500 +4%
CWM
5
Chesapeake Wealth Management
Virginia
$7.76M 296,830 +5,931 +2%
FWP
6
FAS Wealth Partners
Kansas
$6.1M 233,280 -2,165 -0.9%
CCA
7
Checchi Capital Advisers
California
$6.03M 230,797 -58 -0%
Morgan Stanley
8
Morgan Stanley
New York
$4M 152,836 -15,599 -9%
State Street
9
State Street
Massachusetts
$3.56M 136,205 +136,205 New
RIM
10
Redwood Investment Management
Arizona
$3.42M 130,683 +130,683 New
AF
11
Advisornet Financial
Minnesota
$3.34M 127,812 +37,310 +41%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.88M 110,326 +85,419 +343%
TC
13
TownSquare Capital
Utah
$2.23M 85,175 -61,384 -42%
FEG
14
Financial Enhancement Group
Indiana
$2.19M 83,790 -739,546 -90%
PA
15
Parallel Advisors
California
$2.03M 77,765 +77,765 New
RJA
16
Raymond James & Associates
Florida
$1.87M 71,629 +16,640 +30%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.85M 70,707 -3,459 -5%
Bank of America
18
Bank of America
North Carolina
$1.43M 54,874 -2,379 -4%
Bessemer Group
19
Bessemer Group
New Jersey
$1.31M 50,000 +50,000 New
LPL Financial
20
LPL Financial
California
$1.18M 45,299 -7,150 -14%
BCM
21
Brookstone Capital Management
Illinois
$933K 35,686 -12,439 -26%
PAG
22
Pinnacle Advisory Group
Maryland
$641K 24,506 +1,722 +8%
LA
23
LexAurum Advisors
Kansas
$638K 24,390 +14,484 +146%
CWM
24
Cornerstone Wealth Management
Missouri
$633K 24,176 -2,575 -10%
Fisher Asset Management
25
Fisher Asset Management
Washington
$587K 22,461 -13,999 -38%
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