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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

194 hedge funds and large institutions have $4.67B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 22 closing their positions.

Holders
194
Holders Change
+23
Holders Change %
+13.45%
% of All Funds
2.84%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
46
Increased
69
Reduced
67
Closed
22
Calls
$620K
Puts
$2K
Net Calls
+$618K
Net Calls Change
+$308K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.55B
2
Morgan Stanley
2
Morgan Stanley
New York
$69.2M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$30.6M
4
TC
4
TownSquare Capital
Utah
$105M
5
LPL Financial
5
LPL Financial
California
$194M

Top Sellers

1
CA
1
CGN Advisors
Kansas
$862K
2
UCFA
2
United Capital Financial Advisors
Texas
$5.91M
3
CF
3
Cantor Fitzgerald
New York
$0
4
HWP
4
Hibernia Wealth Partners
Louisiana
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.55B 160,642,834 +2,374,284 +2%
LPL Financial
2
LPL Financial
California
$194M 8,801,563 +742,269 +9%
TC
3
TownSquare Capital
Utah
$105M 4,740,122 +947,602 +25%
State Street
4
State Street
Massachusetts
$69.3M 3,138,845 +628,238 +25%
Morgan Stanley
5
Morgan Stanley
New York
$69.2M 3,135,166 +1,834,771 +141%
CIM
6
Confluence Investment Management
Missouri
$48.7M 2,207,636 -112,415 -5%
Bank of America
7
Bank of America
North Carolina
$36.9M 1,671,249 +180,107 +12%
Ameriprise
8
Ameriprise
Minnesota
$36.5M 1,652,360 +172,047 +12%
ZIG
9
Zurich Insurance Group
Switzerland
$32.7M 1,482,295 – –
HCC
10
Hirtle Callaghan & Co
Pennsylvania
$31.4M 1,422,612 +100,498 +8%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$30.6M 1,387,752 +1,299,408 +1,471%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$30.5M 1,379,735 +301,568 +28%
CI
13
CX Institutional
Indiana
$26.7M 1,211,391 -39,581 -3%
PAG
14
Private Advisor Group
New Jersey
$20.2M 916,698 -32,472 -3%
DJSG
15
D.J. St. Germain
Massachusetts
$17.1M 776,375 -55,862 -7%
KW
16
KWB Wealth
California
$16.4M 743,474 +19,947 +3%
LFPWM
17
Leicht Financial Planning & Wealth Management
New Jersey
$14.9M 675,392 -15,448 -2%
CCA
18
Clearwater Capital Advisors
Illinois
$14.7M 663,949 +663,949 New
RCS
19
Retirement Capital Strategies
California
$13.4M 608,720 +608,720 New
FLA
20
Financial Life Advisors
Texas
$12.9M 582,576 -50,111 -8%
Mariner
21
Mariner
Kansas
$12.9M 582,384 -49,796 -8%
Wells Fargo
22
Wells Fargo
California
$11.3M 512,038 -86,565 -14%
BlackRock
23
BlackRock
New York
$11.2M 507,728 +154,077 +44%
EH
24
Equitable Holdings
New York
$10.9M 492,475 -50,785 -9%
CFG
25
Carr Financial Group
Massachusetts
$10.7M 484,683 +92,511 +24%
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