SPMB icon

SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

83 hedge funds and large institutions have $579M invested in SPDR Portfolio Mortgage Backed Bond ETF in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
83
Holders Change
+16
Holders Change %
+23.88%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
19
Increased
40
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$366M
2
Bank of America
2
Bank of America
North Carolina
$22.7M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$11.3M
4
PWS
4
Private Wealth Strategies
Ohio
$6.19M
5
State Street
5
State Street
Massachusetts
$8.17M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.43M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.02M
3
PA
3
Parallel Advisors
California
$1.38M
4
Wells Fargo
4
Wells Fargo
California
$9.34M
5
CCA
5
Checchi Capital Advisers
California
$5.45M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$366M 14,035,388 +1,827,349 +15%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$30.5M 1,166,334 +107,896 +10%
Bank of America
3
Bank of America
North Carolina
$22.7M 869,299 +468,906 +117%
GI
4
Gradient Investments
Minnesota
$17.4M 665,408 +66,669 +11%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$11.3M 431,096 +411,931 +2,149%
Wells Fargo
6
Wells Fargo
California
$9.34M 357,578 -27,033 -7%
SMM
7
Stadion Money Management
Georgia
$9.1M 348,587 -11,030 -3%
State Street
8
State Street
Massachusetts
$8.17M 312,979 +156,759 +100%
CWM
9
Chesapeake Wealth Management
Virginia
$7.94M 303,974 +4,807 +2%
PWS
10
Private Wealth Strategies
Ohio
$6.19M 237,135 +237,135 New
ACG
11
Allen Capital Group
Nebraska
$6.09M 233,103 +14,394 +7%
FWP
12
FAS Wealth Partners
Kansas
$5.91M 226,440 -4,910 -2%
CCA
13
Checchi Capital Advisers
California
$5.45M 208,591 -21,789 -9%
LPL Financial
14
LPL Financial
California
$4.57M 174,976 +124,872 +249%
BCV
15
Banque Cantonale Vaudoise
Switzerland
$3.92M 150,000 +150,000 New
TC
16
TownSquare Capital
Utah
$3.83M 146,546 +12,820 +10%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.43M 131,266 -11,908,885 -99%
AF
18
Advisornet Financial
Minnesota
$3.38M 129,609 -2,548 -2%
RIM
19
Redwood Investment Management
Arizona
$3.24M 123,923 +4,811 +4%
Morgan Stanley
20
Morgan Stanley
New York
$3.02M 115,701 -41,113 -26%
VFA
21
Values First Advisors
Tennessee
$2.95M 112,786 +112,786 New
SA
22
Stewardship Advisors
Pennsylvania
$2.74M 104,760 +104,760 New
SRSA
23
S.R. Schill & Associates
Washington
$2.72M 104,205 +104,205 New
HC
24
HNP Capital
New York
$2.63M 100,408 +72,490 +260%
VRM
25
Vectors Research Management
New York
$2.42M 92,495 +64,577 +231%
1
2 3 4