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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

163 hedge funds and large institutions have $3.68B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 28 closing their positions.

Holders
163
Holders Change
+8
Holders Change %
+5.16%
% of All Funds
2.63%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
41
Increased
51
Reduced
56
Closed
28
Calls
$24K
Puts
–
Net Calls
+$24K
Net Calls Change
+$24K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.87B
2
CIM
2
Confluence Investment Management
Missouri
$54.2M
3
Ameriprise
3
Ameriprise
Minnesota
$37.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$21.6M
5
SFO
5
Stokes Family Office
Louisiana
$18.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
KW
2
KWB Wealth
California
$15.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$122M
4
AssetMark Inc
4
AssetMark Inc
California
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.87B 132,428,670 +4,671,042 +4%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$122M 5,457,844 -472,667 -8%
LPL Financial
3
LPL Financial
California
$82.4M 3,799,001 +438,980 +13%
TC
4
TownSquare Capital
Utah
$72M 3,316,126 -136,954 -4%
CIM
5
Confluence Investment Management
Missouri
$54.2M 2,496,970 +2,496,970 New
State Street
6
State Street
Massachusetts
$42.1M 1,938,441 +385,879 +25%
Ameriprise
7
Ameriprise
Minnesota
$37.5M 1,727,286 +1,291,161 +296%
ZIG
8
Zurich Insurance Group
Switzerland
$32.2M 1,482,295 – –
Bank of America
9
Bank of America
North Carolina
$30.4M 1,401,447 +329,877 +31%
Morgan Stanley
10
Morgan Stanley
New York
$27.1M 1,249,537 +45,960 +4%
UCFA
11
United Capital Financial Advisors
Texas
$22.8M 1,050,977 -251,297 -19%
CI
12
CX Institutional
Indiana
$22.4M 1,030,196 +85,525 +9%
Stifel Financial
13
Stifel Financial
Missouri
$21.6M 995,787 +995,787 New
SFO
14
Stokes Family Office
Louisiana
$18.5M 851,544 +851,544 New
GI
15
Gradient Investments
Minnesota
$17M 783,723 +782,038 +46,412%
KW
16
KWB Wealth
California
$15.3M 705,456 -738,719 -51%
GVAG
17
Great Valley Advisor Group
Delaware
$12M 553,694 -23,489 -4%
Wells Fargo
18
Wells Fargo
California
$10.4M 477,478 -196,936 -29%
CF
19
Cantor Fitzgerald
New York
$10.3M 475,268 -9,894 -2%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$9.04M 416,447 +415,975 +88,130%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$7.94M 366,048 +10,513 +3%
AWM
22
AE Wealth Management
Kansas
$6.55M 302,040 -2,118 -0.7%
CWM
23
Comprehensive Wealth Management
Washington
$6.44M 296,615 -7,857 -3%
GLA
24
Good Life Advisors
Pennsylvania
$6.34M 292,018 -928 -0.3%
CWM
25
Chesapeake Wealth Management
Virginia
$6.05M 278,775 -11,186 -4%
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