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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

154 hedge funds and large institutions have $3.71B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 69 reducing their positions, and 27 closing their positions.

Holders
154
Holders Change
-7
Holders Change %
-4.35%
% of All Funds
2.6%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
23
Increased
42
Reduced
69
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$26M
2
Bank of America
2
Bank of America
North Carolina
$25.8M
3
CF
3
Cantor Fitzgerald
New York
$15.9M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$123M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.2M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.9B
2
Jane Street
2
Jane Street
New York
$27.4M
3
MWM
3
Modera Wealth Management
New Jersey
$1.83M
4
CWM
4
Comprehensive Wealth Management
Washington
$7.25M
5
AWS
5
Atria Wealth Solutions
New York
$4.13M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.9B 126,799,083 -6,115,609 -5%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$123M 5,399,160 +673,019 +14%
TC
3
TownSquare Capital
Utah
$93.1M 4,075,275 -45,678 -1%
LPL Financial
4
LPL Financial
California
$87.7M 3,839,748 -269,714 -7%
UCFA
5
United Capital Financial Advisors
Texas
$34.2M 1,496,537 -138,805 -8%
ZIG
6
Zurich Insurance Group
Switzerland
$33.9M 1,482,295 – –
KW
7
KWB Wealth
California
$31.8M 1,390,929 -210,013 -13%
State Street
8
State Street
Massachusetts
$30.1M 1,318,878 +258,792 +24%
Jane Street
9
Jane Street
New York
$27.4M 1,197,578 -2,387,323 -67%
Morgan Stanley
10
Morgan Stanley
New York
$26M 1,138,455 +967,714 +567%
Bank of America
11
Bank of America
North Carolina
$25.8M 1,129,615 +736,724 +188%
Wells Fargo
12
Wells Fargo
California
$17.3M 758,709 +15,186 +2%
CF
13
Cantor Fitzgerald
New York
$15.9M 697,391 +697,391 New
CWP
14
Concord Wealth Partners
Virginia
$13.7M 601,254 +10,543 +2%
GVAG
15
Great Valley Advisor Group
Delaware
$13.3M 580,434 +272,871 +89%
Goldman Sachs
16
Goldman Sachs
New York
$13.2M 575,746 +575,746 New
DJSG
17
D.J. St. Germain
Massachusetts
$12.6M 550,126 +45,664 +9%
CI
18
CX Institutional
Indiana
$11.4M 497,620 -172,602 -26%
AssetMark Inc
19
AssetMark Inc
California
$11.4M 497,567 +17,057 +4%
Ameriprise
20
Ameriprise
Minnesota
$9.28M 405,933 +72,184 +22%
CCA
21
Checchi Capital Advisers
California
$9.22M 392,152 +236,740 +152%
AWM
22
AE Wealth Management
Kansas
$7.85M 343,444 +2,157 +0.6%
CAMV
23
Concord Asset Management (Virginia)
Virginia
$7.58M 331,886 +12,533 +4%
CWM
24
Comprehensive Wealth Management
Washington
$7.25M 317,101 -361,405 -53%
MCC
25
Money Concepts Capital
Florida
$6.9M 299,973 -6,947 -2%
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