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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

131 hedge funds and large institutions have $3.59B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
131
Holders Change
+11
Holders Change %
+9.17%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
23
Increased
49
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.73B
2
MWM
2
Modera Wealth Management
New Jersey
$182M
3
TC
3
TownSquare Capital
Utah
$82.6M
4
ZIG
4
Zurich Insurance Group
Switzerland
$21.6M
5
AssetMark Inc
5
AssetMark Inc
California
$9.97M

Top Sellers

1
Jane Street
1
Jane Street
New York
$12.5M
2
Citigroup
2
Citigroup
New York
$624K
3
Morgan Stanley
3
Morgan Stanley
New York
$8.11M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.8M
5
IAIM
5
International Assets Investment Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.73B 105,670,318 +15,386,935 +17%
MWM
2
Modera Wealth Management
New Jersey
$182M 7,025,524 +1,661,576 +31%
LPL Financial
3
LPL Financial
California
$89.3M 3,454,040 +187,546 +6%
TC
4
TownSquare Capital
Utah
$82.6M 3,193,500 +1,417,512 +80%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$79.1M 3,058,558 +138,018 +5%
KW
6
KWB Wealth
California
$33.2M 1,280,124 -8,748 -0.7%
UCFA
7
United Capital Financial Advisors
Texas
$30.9M 1,193,992 +214,701 +22%
State Street
8
State Street
Massachusetts
$25.2M 973,311 +307,974 +46%
Bank of America
9
Bank of America
North Carolina
$24.6M 952,587 -160,120 -14%
ZIG
10
Zurich Insurance Group
Switzerland
$21.6M 834,318 +834,318 New
CWP
11
Concord Wealth Partners
Virginia
$19.9M 769,431 +196,140 +34%
GI
12
Gradient Investments
Minnesota
$16.9M 653,811 +76,585 +13%
GLA
13
Good Life Advisors
Pennsylvania
$16.6M 640,157 +31,362 +5%
Jane Street
14
Jane Street
New York
$12.5M 483,584 -2,536,315 -84%
CCC
15
Crescent Capital Consulting
Louisiana
$12.4M 478,435 +133,181 +39%
Ameriprise
16
Ameriprise
Minnesota
$11.1M 428,705 +172,117 +67%
Wells Fargo
17
Wells Fargo
California
$10.8M 419,132 -189,508 -31%
AssetMark Inc
18
AssetMark Inc
California
$9.97M 385,665 +385,665 New
PAG
19
Private Advisor Group
New Jersey
$9.65M 372,991 +44,691 +14%
CWM
20
Chesapeake Wealth Management
Virginia
$8.76M 338,835 -8,397 -2%
FTUS
21
Flow Traders U.S.
New York
$8.53M 329,717 +329,717 New
Morgan Stanley
22
Morgan Stanley
New York
$8.11M 313,504 -872,606 -74%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$7.59M 293,519 +48,915 +20%
AWM
24
AE Wealth Management
Kansas
$7.3M 282,094 +48,859 +21%
SMM
25
Stadion Money Management
Georgia
$7.29M 281,978 +10,000 +4%
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