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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

120 hedge funds and large institutions have $3.2B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 12 closing their positions.

Holders
120
Holders Change
+7
Holders Change %
+6.19%
% of All Funds
2.11%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
20
Increased
47
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.34B
2
MWM
2
Modera Wealth Management
New Jersey
$139M
3
Jane Street
3
Jane Street
New York
$78.3M
4
TC
4
TownSquare Capital
Utah
$46.1M
5
GLA
5
Good Life Advisors
Pennsylvania
$15.8M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$15M
2
Citadel Advisors
2
Citadel Advisors
Florida
$22.8M
3
Wells Fargo
3
Wells Fargo
California
$15.8M
4
FAIM
4
Financial Advocates Investment Management
Washington
$463K
5
CCC
5
Crescent Capital Consulting
Louisiana
$8.95M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.34B 90,283,383 +13,587,699 +18%
MWM
2
Modera Wealth Management
New Jersey
$139M 5,363,948 +5,363,948 New
LPL Financial
3
LPL Financial
California
$84.7M 3,266,494 +424,007 +15%
Jane Street
4
Jane Street
New York
$78.3M 3,019,899 +2,864,514 +1,843%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$75.8M 2,920,540 +371,902 +15%
TC
6
TownSquare Capital
Utah
$46.1M 1,775,988 +1,501,792 +548%
KW
7
KWB Wealth
California
$33.4M 1,288,872 +172,943 +15%
Morgan Stanley
8
Morgan Stanley
New York
$30.8M 1,186,110 +493,005 +71%
Citigroup
9
Citigroup
New York
$28.9M 1,116,301 +238,878 +27%
Bank of America
10
Bank of America
North Carolina
$28.9M 1,112,707 +249,060 +29%
UCFA
11
United Capital Financial Advisors
Texas
$25.4M 979,291 +190,272 +24%
Citadel Advisors
12
Citadel Advisors
Florida
$22.8M 881,158 -922,649 -51%
State Street
13
State Street
Massachusetts
$17.3M 665,337 -57,449 -8%
GLA
14
Good Life Advisors
Pennsylvania
$15.8M 608,795 +608,795 New
Wells Fargo
15
Wells Fargo
California
$15.8M 608,640 -461,647 -43%
GI
16
Gradient Investments
Minnesota
$15M 577,226 -958,985 -62%
CWP
17
Concord Wealth Partners
Virginia
$14.9M 573,291 +570,731 +22,294%
CWM
18
Chesapeake Wealth Management
Virginia
$9M 347,232 +7,616 +2%
CCC
19
Crescent Capital Consulting
Louisiana
$8.95M 345,254 -267,002 -44%
PAG
20
Private Advisor Group
New Jersey
$8.51M 328,300 +57,450 +21%
MCC
21
Money Concepts Capital
Florida
$8.29M 319,552 +299,912 +1,527%
LFPWM
22
Leicht Financial Planning & Wealth Management
New Jersey
$8M 308,522 -18,533 -6%
IAIM
23
International Assets Investment Management
Florida
$7.86M 146,101 +74,647 +104%
SMM
24
Stadion Money Management
Georgia
$7.05M 271,978 -8,419 -3%
SWP
25
Stratos Wealth Partners
Ohio
$6.81M 262,711 +1,858 +0.7%
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