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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

167 hedge funds and large institutions have $4.05B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 24 closing their positions.

Holders
167
Holders Change
+4
Holders Change %
+2.45%
% of All Funds
2.67%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.18%
New
30
Increased
57
Reduced
59
Closed
24
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$22K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.17B
2
Jane Street
2
Jane Street
New York
$45.3M
3
LPL Financial
3
LPL Financial
California
$118M
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$26.5M
5
CA
5
CGN Advisors
Kansas
$22M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$13M
2
Stifel Financial
2
Stifel Financial
Missouri
$5.64M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$358K
4
Ameriprise
4
Ameriprise
Minnesota
$30.4M
5
GLA
5
Good Life Advisors
Pennsylvania
$257K
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.17B 143,091,400 +10,662,730 +8%
LPL Financial
2
LPL Financial
California
$118M 5,298,766 +1,499,765 +39%
TC
3
TownSquare Capital
Utah
$76.7M 3,456,183 +140,057 +4%
CIM
4
Confluence Investment Management
Missouri
$52.4M 2,364,736 -132,234 -5%
Jane Street
5
Jane Street
New York
$45.3M 2,042,340 +2,042,340 New
State Street
6
State Street
Massachusetts
$41M 1,848,839 -89,602 -5%
Bank of America
7
Bank of America
North Carolina
$35.4M 1,595,027 +193,580 +14%
GI
8
Gradient Investments
Minnesota
$34.6M 1,560,055 +776,332 +99%
ZIG
9
Zurich Insurance Group
Switzerland
$32.8M 1,482,295 – –
Ameriprise
10
Ameriprise
Minnesota
$30.4M 1,370,048 -357,238 -21%
Morgan Stanley
11
Morgan Stanley
New York
$27.7M 1,247,729 -1,808 -0.1%
HCC
12
Hirtle Callaghan & Co
Pennsylvania
$26.5M 1,192,751 +1,104,972 +1,259%
CI
13
CX Institutional
Indiana
$25M 1,127,036 +96,840 +9%
CA
14
CGN Advisors
Kansas
$22M 990,259 +950,940 +2,419%
UCFA
15
United Capital Financial Advisors
Texas
$19.8M 892,762 -158,215 -15%
KW
16
KWB Wealth
California
$15.7M 722,478 +17,022 +2%
SFO
17
Stokes Family Office
Louisiana
$13.8M 621,388 -230,156 -27%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$13M 587,869 -4,869,975 -89%
GVAG
19
Great Valley Advisor Group
Delaware
$13M 586,094 +32,400 +6%
Mariner
20
Mariner
Kansas
$12.7M 573,613 +382,957 +201%
Wells Fargo
21
Wells Fargo
California
$12.2M 551,057 +73,579 +15%
LFPWM
22
Leicht Financial Planning & Wealth Management
New Jersey
$12.1M 545,597 +300,825 +123%
FLA
23
Financial Life Advisors
Texas
$11.6M 524,515 +524,515 New
CF
24
Cantor Fitzgerald
New York
$10.5M 474,402 -866 -0.2%
EH
25
Equitable Holdings
New York
$8.38M 377,664 +377,664 New
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