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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

178 hedge funds and large institutions have $4.22B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 53 reducing their positions, and 19 closing their positions.

Holders
178
Holders Change
+11
Holders Change %
+6.59%
% of All Funds
2.81%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
32
Increased
72
Reduced
53
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.29B
2
LPL Financial
2
LPL Financial
California
$150M
3
State Street
3
State Street
Massachusetts
$52M
4
RCS
4
Retirement Capital Strategies
California
$10.3M
5
PAG
5
Private Advisor Group
New Jersey
$18.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.57M
2
GI
2
Gradient Investments
Minnesota
$198K
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$620K
4
UBS Group
4
UBS Group
Switzerland
$796K
5
M1FG
5
Mach-1 Financial Group
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.29B 150,211,438 +7,120,038 +5%
LPL Financial
2
LPL Financial
California
$150M 6,853,786 +1,555,020 +29%
TC
3
TownSquare Capital
Utah
$78M 3,562,190 +106,007 +3%
State Street
4
State Street
Massachusetts
$52M 2,371,611 +522,772 +28%
CIM
5
Confluence Investment Management
Missouri
$51.5M 2,351,936 -12,800 -0.5%
Bank of America
6
Bank of America
North Carolina
$39.7M 1,813,202 +218,175 +14%
ZIG
7
Zurich Insurance Group
Switzerland
$32.4M 1,482,295 – –
Ameriprise
8
Ameriprise
Minnesota
$30.6M 1,398,325 +28,277 +2%
HCC
9
Hirtle Callaghan & Co
Pennsylvania
$29M 1,322,114 +129,363 +11%
Morgan Stanley
10
Morgan Stanley
New York
$26.9M 1,229,040 -18,689 -1%
CA
11
CGN Advisors
Kansas
$24.2M 1,103,486 +113,227 +11%
CI
12
CX Institutional
Indiana
$23.9M 1,091,886 -35,150 -3%
UCFA
13
United Capital Financial Advisors
Texas
$19.1M 869,870 -22,892 -3%
DJSG
14
D.J. St. Germain
Massachusetts
$18.6M 847,269 +847,269 New
Mariner
15
Mariner
Kansas
$18.2M 828,694 +255,081 +44%
PAG
16
Private Advisor Group
New Jersey
$18.1M 827,128 +451,930 +120%
KW
17
KWB Wealth
California
$16M 728,660 +6,182 +0.9%
LFPWM
18
Leicht Financial Planning & Wealth Management
New Jersey
$14.7M 670,996 +125,399 +23%
FLA
19
Financial Life Advisors
Texas
$13.3M 605,215 +80,700 +15%
SFO
20
Stokes Family Office
Louisiana
$13.2M 602,585 -18,803 -3%
GVAG
21
Great Valley Advisor Group
Delaware
$13.1M 595,869 +9,775 +2%
Wells Fargo
22
Wells Fargo
California
$12.9M 586,533 +35,476 +6%
CF
23
Cantor Fitzgerald
New York
$10.6M 481,839 +7,437 +2%
RCS
24
Retirement Capital Strategies
California
$10.3M 470,257 +470,257 New
EH
25
Equitable Holdings
New York
$8.85M 404,050 +26,386 +7%
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