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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

155 hedge funds and large institutions have $3.52B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 20 closing their positions.

Holders
155
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.68%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
22
Increased
48
Reduced
61
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$50.9M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$2.74B
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$126M
4
CI
4
CX Institutional
Indiana
$20.3M
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$8.46M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$74.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
LPL Financial
3
LPL Financial
California
$72.1M
4
CCA
4
Checchi Capital Advisers
California
$281K
5
CF
5
Cantor Fitzgerald
New York
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.74B 127,757,628 +958,545 +0.8%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$126M 5,930,511 +531,351 +10%
TC
3
TownSquare Capital
Utah
$74.1M 3,453,080 -622,195 -15%
LPL Financial
4
LPL Financial
California
$72.1M 3,360,021 -479,727 -12%
Jane Street
5
Jane Street
New York
$50.9M 2,372,396 +1,174,818 +98%
State Street
6
State Street
Massachusetts
$33.3M 1,552,562 +233,684 +18%
ZIG
7
Zurich Insurance Group
Switzerland
$31.8M 1,482,295 – –
KW
8
KWB Wealth
California
$31M 1,444,175 +53,246 +4%
UCFA
9
United Capital Financial Advisors
Texas
$27.9M 1,302,274 -194,263 -13%
Morgan Stanley
10
Morgan Stanley
New York
$25.8M 1,203,577 +65,122 +6%
Bank of America
11
Bank of America
North Carolina
$23M 1,071,570 -58,045 -5%
CI
12
CX Institutional
Indiana
$20.3M 944,671 +447,051 +90%
Wells Fargo
13
Wells Fargo
California
$14.5M 674,414 -84,295 -11%
DJSG
14
D.J. St. Germain
Massachusetts
$12.6M 550,126 – –
GVAG
15
Great Valley Advisor Group
Delaware
$12.4M 577,183 -3,251 -0.6%
CWP
16
Concord Wealth Partners
Virginia
$12.3M 575,275 -25,979 -4%
CF
17
Cantor Fitzgerald
New York
$10.4M 485,162 -212,229 -30%
AssetMark Inc
18
AssetMark Inc
California
$10.3M 480,751 -16,816 -3%
Ameriprise
19
Ameriprise
Minnesota
$9.36M 436,125 +30,192 +7%
CIAS
20
CFS Investment Advisory Services
New Jersey
$8.46M 183,611 +183,611 New
OC
21
Oppenheimer & Co
New York
$8.22M 383,244 +383,244 New
TAIM
22
TD Ameritrade Investment Management
Nebraska
$7.63M 355,535 +133,909 +60%
Citadel Advisors
23
Citadel Advisors
Florida
$7.41M 345,264 +309,244 +859%
CWM
24
Comprehensive Wealth Management
Washington
$6.53M 304,472 -12,629 -4%
AWM
25
AE Wealth Management
Kansas
$6.52M 304,158 -39,286 -11%
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