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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

113 hedge funds and large institutions have $2.62B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
113
Holders Change
+14
Holders Change %
+14.14%
% of All Funds
2%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
25
Increased
49
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.03B
2
LPL Financial
2
LPL Financial
California
$75.1M
3
KW
3
KWB Wealth
California
$29.5M
4
Citigroup
4
Citigroup
New York
$23.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$47.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.11M
2
OMC
2
Old Mission Capital
Illinois
$5.91M
3
MMA
3
Miracle Mile Advisors
California
$4.48M
4
VFA
4
Voya Financial Advisors
Connecticut
$0
5
RJA
5
Raymond James & Associates
Florida
$617K
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.03B 76,695,684 +6,538,502 +9%
LPL Financial
2
LPL Financial
California
$75.1M 2,842,487 +1,384,566 +95%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$67.3M 2,548,638 +275,456 +12%
Citadel Advisors
4
Citadel Advisors
Florida
$47.7M 1,803,807 +719,264 +66%
GI
5
Gradient Investments
Minnesota
$40.9M 1,536,211 -9,314 -0.6%
KW
6
KWB Wealth
California
$29.5M 1,115,929 +1,115,929 New
Wells Fargo
7
Wells Fargo
California
$28.3M 1,070,287 +82,627 +8%
Citigroup
8
Citigroup
New York
$23.2M 877,423 +875,671 +49,981%
Bank of America
9
Bank of America
North Carolina
$22.8M 863,647 +70,987 +9%
UCFA
10
United Capital Financial Advisors
Texas
$20.8M 789,019 +155,244 +24%
State Street
11
State Street
Massachusetts
$19.1M 722,786 +36,100 +5%
Morgan Stanley
12
Morgan Stanley
New York
$18.3M 693,105 +428,918 +162%
CCC
13
Crescent Capital Consulting
Louisiana
$16.2M 612,256 +612,256 New
FAIM
14
Financial Advocates Investment Management
Washington
$10.1M 382,482 +382,482 New
CWM
15
Chesapeake Wealth Management
Virginia
$8.97M 339,616 +27,131 +9%
LFPWM
16
Leicht Financial Planning & Wealth Management
New Jersey
$8.64M 327,055 -48,164 -13%
SMM
17
Stadion Money Management
Georgia
$7.41M 280,397 -51,015 -15%
TC
18
TownSquare Capital
Utah
$7.24M 274,196 +58,906 +27%
PAG
19
Private Advisor Group
New Jersey
$7.16M 270,850 +53,392 +25%
SWP
20
Stratos Wealth Partners
Ohio
$6.89M 260,853 +16,438 +7%
OMC
21
Old Mission Capital
Illinois
$5.91M 223,524 -198,792 -47%
ACG
22
Allen Capital Group
Nebraska
$5.56M 210,597 -1,425 -0.7%
FI
23
FormulaFolio Investments
Michigan
$5.56M 210,274 +39,358 +23%
CCA
24
Checchi Capital Advisers
California
$5.4M 204,378 -20,526 -9%
GVAG
25
Great Valley Advisor Group
Delaware
$4.57M 172,992 +12,956 +8%
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