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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

150 hedge funds and large institutions have $3.97B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 45 increasing their positions, 54 reducing their positions, and 18 closing their positions.

Holders
150
Holders Change
+18
Holders Change %
+13.64%
% of All Funds
2.32%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
38
Increased
45
Reduced
54
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.97B
2
CFO
2
Capitol Family Office
Oregon
$12.8M
3
CI
3
CX Institutional
Indiana
$11.8M
4
ZIG
4
Zurich Insurance Group
Switzerland
$37.6M
5
DJSG
5
D.J. St. Germain
Massachusetts
$10.2M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$0
3
MWM
3
Modera Wealth Management
New Jersey
$179M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$148K
5
Barclays
5
Barclays
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.97B 116,885,017 +9,099,741 +8%
MWM
2
Modera Wealth Management
New Jersey
$179M 7,048,670 -330,999 -4%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$120M 4,819,358 +310,137 +7%
LPL Financial
4
LPL Financial
California
$101M 3,986,841 +5,312 +0.1%
TC
5
TownSquare Capital
Utah
$81.7M 3,219,160 -63,343 -2%
UCFA
6
United Capital Financial Advisors
Texas
$41.5M 1,635,218 +207,815 +15%
KW
7
KWB Wealth
California
$40.8M 1,607,385 +53,489 +3%
ZIG
8
Zurich Insurance Group
Switzerland
$37.6M 1,482,295 +454,179 +44%
State Street
9
State Street
Massachusetts
$29.3M 1,155,794 +164,035 +17%
GI
10
Gradient Investments
Minnesota
$23.2M 912,911 +120,197 +15%
Bank of America
11
Bank of America
North Carolina
$23M 905,445 -95,113 -10%
CWP
12
Concord Wealth Partners
Virginia
$17.1M 675,033 +72,588 +12%
GLA
13
Good Life Advisors
Pennsylvania
$17.1M 672,203 +1,576 +0.2%
PAG
14
Private Advisor Group
New Jersey
$13.1M 516,253 +93,654 +22%
FTUS
15
Flow Traders U.S.
New York
$13.1M 514,421 +7,762 +2%
CFO
16
Capitol Family Office
Oregon
$12.8M 504,340 +504,340 New
CI
17
CX Institutional
Indiana
$11.8M 463,419 +463,419 New
AssetMark Inc
18
AssetMark Inc
California
$10.9M 430,628 +18,954 +5%
DJSG
19
D.J. St. Germain
Massachusetts
$10.2M 403,430 +403,430 New
CAMV
20
Concord Asset Management (Virginia)
Virginia
$9.71M 382,711 +382,711 New
SWP
21
Stratos Wealth Partners
Ohio
$9.48M 373,333 +102,784 +38%
CFIA
22
Cantor Fitzgerald Investment Advisors
New York
$9.38M 369,683 +369,683 New
Ameriprise
23
Ameriprise
Minnesota
$8.34M 328,727 +15,298 +5%
MCC
24
Money Concepts Capital
Florida
$8.23M 324,174 +324,174 New
AWM
25
AE Wealth Management
Kansas
$7.98M 314,346 +11,337 +4%
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