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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

67 hedge funds and large institutions have $783M invested in SPDR Portfolio Mortgage Backed Bond ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
67
Holders Change
+11
Holders Change %
+19.64%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
32
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$321M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$316M
3
Bank of America
3
Bank of America
North Carolina
$10.5M
4
ACG
4
Allen Capital Group
Nebraska
$5.74M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$27.7M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$17K
2
RIM
2
Redwood Investment Management
Arizona
$3.13M
3
BCM
3
Brookstone Capital Management
Illinois
$703K
4
CF
4
Centaurus Financial
California
$0
5
LA
5
LexAurum Advisors
Kansas
$453K
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$321M 12,208,039 +12,208,039 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$316M 12,040,151 +11,929,825 +10,813%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$27.7M 1,058,438 +69,040 +7%
GI
4
Gradient Investments
Minnesota
$15.7M 598,739 +35,373 +6%
Bank of America
5
Bank of America
North Carolina
$10.5M 400,393 +345,519 +630%
Wells Fargo
6
Wells Fargo
California
$10.1M 384,611 +13,490 +4%
SMM
7
Stadion Money Management
Georgia
$9.45M 359,617 +8,700 +2%
CWM
8
Chesapeake Wealth Management
Virginia
$7.86M 299,167 +2,337 +0.8%
FWP
9
FAS Wealth Partners
Kansas
$6.08M 231,350 -1,930 -0.8%
CCA
10
Checchi Capital Advisers
California
$6.05M 230,380 -417 -0.2%
ACG
11
Allen Capital Group
Nebraska
$5.74M 218,709 +218,709 New
Morgan Stanley
12
Morgan Stanley
New York
$4.12M 156,814 +3,978 +3%
State Street
13
State Street
Massachusetts
$4.1M 156,220 +20,015 +15%
TC
14
TownSquare Capital
Utah
$3.49M 133,726 +48,551 +57%
AF
15
Advisornet Financial
Minnesota
$3.47M 132,157 +4,345 +3%
RIM
16
Redwood Investment Management
Arizona
$3.13M 119,112 -11,571 -9%
PA
17
Parallel Advisors
California
$2.26M 86,024 +8,259 +11%
RJA
18
Raymond James & Associates
Florida
$1.95M 74,183 +2,554 +4%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.81M 68,821 -1,886 -3%
1NWS
20
1 North Wealth Services
Maryland
$1.73M 66,011 +66,011 New
FFN
21
Focus Financial Network
Minnesota
$1.43M 54,260 +54,260 New
LPL Financial
22
LPL Financial
California
$1.32M 50,104 +4,805 +11%
Bessemer Group
23
Bessemer Group
New Jersey
$1.31M 50,000 – –
SHIM
24
Stone House Investment Management
Pennsylvania
$894K 34,021 +15,704 +86%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$869K 33,098 +23,139 +232%
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