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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

132 hedge funds and large institutions have $3.71B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
132
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
2.32%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
18
Increased
62
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.77B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$115M
3
LPL Financial
3
LPL Financial
California
$102M
4
MWM
4
Modera Wealth Management
New Jersey
$190M
5
Citadel Advisors
5
Citadel Advisors
Florida
$15.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
CCC
2
Crescent Capital Consulting
Louisiana
$91K
3
CWP
3
Concord Wealth Partners
Virginia
$15.5M
4
MWPCG
4
Measured Wealth Private Client Group
New Hampshire
$1.45M
5
Ameriprise
5
Ameriprise
Minnesota
$8.06M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.77B 107,785,276 +2,114,958 +2%
MWM
2
Modera Wealth Management
New Jersey
$190M 7,379,669 +354,145 +5%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$115M 4,509,221 +1,450,663 +47%
LPL Financial
4
LPL Financial
California
$102M 3,981,529 +527,489 +15%
TC
5
TownSquare Capital
Utah
$84.4M 3,282,503 +89,003 +3%
KW
6
KWB Wealth
California
$40M 1,553,896 +273,772 +21%
UCFA
7
United Capital Financial Advisors
Texas
$36.7M 1,427,403 +233,411 +20%
ZIG
8
Zurich Insurance Group
Switzerland
$26.4M 1,028,116 +193,798 +23%
Bank of America
9
Bank of America
North Carolina
$25.7M 1,000,558 +47,971 +5%
State Street
10
State Street
Massachusetts
$25.5M 991,759 +18,448 +2%
GI
11
Gradient Investments
Minnesota
$20.4M 792,714 +138,903 +21%
GLA
12
Good Life Advisors
Pennsylvania
$17.2M 670,627 +30,470 +5%
Citadel Advisors
13
Citadel Advisors
Florida
$15.8M 615,325 +352,374 +134%
CWP
14
Concord Wealth Partners
Virginia
$15.5M 602,445 -166,986 -22%
FTUS
15
Flow Traders U.S.
New York
$13M 506,659 +176,942 +54%
PAG
16
Private Advisor Group
New Jersey
$10.9M 422,599 +49,608 +13%
AssetMark Inc
17
AssetMark Inc
California
$10.6M 411,674 +26,009 +7%
Wells Fargo
18
Wells Fargo
California
$9.37M 364,202 -54,930 -13%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$8.62M 334,986 +41,467 +14%
Ameriprise
20
Ameriprise
Minnesota
$8.06M 313,429 -115,276 -27%
CWM
21
Chesapeake Wealth Management
Virginia
$7.96M 309,312 -29,523 -9%
AWM
22
AE Wealth Management
Kansas
$7.79M 303,009 +20,915 +7%
SWP
23
Stratos Wealth Partners
Ohio
$6.96M 270,549 +8,680 +3%
Morgan Stanley
24
Morgan Stanley
New York
$6.77M 263,289 -50,215 -16%
SMM
25
Stadion Money Management
Georgia
$6.77M 263,025 -18,953 -7%
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