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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

99 hedge funds and large institutions have $1.75B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
99
Holders Change
+11
Holders Change %
+12.5%
% of All Funds
2.03%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
26
Increased
34
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$23.8M
2
LFPWM
2
Leicht Financial Planning & Wealth Management
New Jersey
$11.6M
3
UCFA
3
United Capital Financial Advisors
Texas
$10.6M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$49M
5
SWP
5
Stratos Wealth Partners
Ohio
$5.71M

Top Sellers

1
Jane Street
1
Jane Street
New York
$20.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.81M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.37B
4
Morgan Stanley
4
Morgan Stanley
New York
$5.93M
5
Bank of America
5
Bank of America
North Carolina
$26.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.37B 51,261,887 -1,491,706 -3%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$49M 1,833,867 +385,927 +27%
GI
3
Gradient Investments
Minnesota
$39.4M 1,471,992 +16,115 +1%
LPL Financial
4
LPL Financial
California
$27M 1,008,498 +194,528 +24%
Bank of America
5
Bank of America
North Carolina
$26.1M 972,615 -197,059 -17%
Wells Fargo
6
Wells Fargo
California
$23.8M 889,646 +538,013 +153%
Jane Street
7
Jane Street
New York
$20.3M 756,697 -2,693,632 -78%
State Street
8
State Street
Massachusetts
$15.5M 578,818 +177,861 +44%
LFPWM
9
Leicht Financial Planning & Wealth Management
New Jersey
$11.6M 432,596 +432,596 New
UCFA
10
United Capital Financial Advisors
Texas
$10.6M 395,803 +395,803 New
SMM
11
Stadion Money Management
Georgia
$8.54M 318,732 +10,795 +4%
CWM
12
Chesapeake Wealth Management
Virginia
$7.98M 298,047 +1,875 +0.6%
FI
13
FormulaFolio Investments
Michigan
$7.45M 278,219 +124,600 +81%
ACG
14
Allen Capital Group
Nebraska
$7.25M 270,473 -2,755 -1%
LWS
15
Lucia Wealth Services
California
$6.62M 247,130 +99,561 +67%
CCA
16
Checchi Capital Advisers
California
$6.06M 226,219 -2,638 -1%
Morgan Stanley
17
Morgan Stanley
New York
$5.93M 221,407 -461,390 -68%
SWP
18
Stratos Wealth Partners
Ohio
$5.71M 213,267 +213,267 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.66M 211,194 +8,061 +4%
FWP
20
FAS Wealth Partners
Kansas
$5.36M 200,180 -12,775 -6%
PAG
21
Private Advisor Group
New Jersey
$5.02M 187,315 +187,315 New
OMC
22
Old Mission Capital
Illinois
$4.8M 179,319 +179,319 New
TC
23
TownSquare Capital
Utah
$4.24M 158,928 -9,072 -5%
AWM
24
AE Wealth Management
Kansas
$4.04M 150,732 +82,894 +122%
SS
25
Simplicity Solutions
Minnesota
$3.92M 146,379 +82,088 +128%
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