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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

171 hedge funds and large institutions have $4.22B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 30 closing their positions.

Holders
171
Holders Change
-7
Holders Change %
-3.93%
% of All Funds
2.73%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
23
Increased
70
Reduced
56
Closed
30
Calls
$447K
Puts
$137K
Net Calls
+$310K
Net Calls Change
+$310K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.29B
2
LPL Financial
2
LPL Financial
California
$168M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$22.4M
4
Charles Schwab
4
Charles Schwab
California
$6.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.12M

Top Sellers

1
GVAG
1
Great Valley Advisor Group
Delaware
$0
2
RCS
2
Retirement Capital Strategies
California
$0
3
Bank of America
3
Bank of America
North Carolina
$31M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.23M
5
SWM
5
Scissortail Wealth Management
Oklahoma
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.29B 158,268,550 +8,057,112 +5%
LPL Financial
2
LPL Financial
California
$168M 8,059,294 +1,205,508 +18%
TC
3
TownSquare Capital
Utah
$78.9M 3,792,520 +230,330 +6%
State Street
4
State Street
Massachusetts
$52.2M 2,510,607 +138,996 +6%
CIM
5
Confluence Investment Management
Missouri
$48.3M 2,320,051 -31,885 -1%
Bank of America
6
Bank of America
North Carolina
$31M 1,491,142 -322,060 -18%
ZIG
7
Zurich Insurance Group
Switzerland
$30.8M 1,482,295 – –
Ameriprise
8
Ameriprise
Minnesota
$30.8M 1,480,313 +81,988 +6%
HCC
9
Hirtle Callaghan & Co
Pennsylvania
$27.5M 1,322,114 – –
Morgan Stanley
10
Morgan Stanley
New York
$27M 1,300,395 +71,355 +6%
CI
11
CX Institutional
Indiana
$26M 1,250,972 +159,086 +15%
CA
12
CGN Advisors
Kansas
$23.2M 1,116,453 +12,967 +1%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$22.4M 1,078,167 +1,061,039 +6,195%
PAG
14
Private Advisor Group
New Jersey
$19.7M 949,170 +122,042 +15%
UCFA
15
United Capital Financial Advisors
Texas
$18.4M 882,999 +13,129 +2%
DJSG
16
D.J. St. Germain
Massachusetts
$17.3M 832,237 -15,032 -2%
KW
17
KWB Wealth
California
$15.9M 723,527 -5,133 -0.7%
LFPWM
18
Leicht Financial Planning & Wealth Management
New Jersey
$14.4M 690,840 +19,844 +3%
FLA
19
Financial Life Advisors
Texas
$13.2M 632,687 +27,472 +5%
Mariner
20
Mariner
Kansas
$13.1M 632,180 -196,514 -24%
Wells Fargo
21
Wells Fargo
California
$12.5M 598,603 +12,070 +2%
EH
22
Equitable Holdings
New York
$11.3M 543,260 +139,210 +34%
CF
23
Cantor Fitzgerald
New York
$11.1M 532,370 +50,531 +10%
HWP
24
Hibernia Wealth Partners
Louisiana
$9.73M 467,769 +467,769 New
Jane Street
25
Jane Street
New York
$9.5M 456,799 +202,464 +80%
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