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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

207 hedge funds and large institutions have $4.89B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 86 increasing their positions, 58 reducing their positions, and 24 closing their positions.

Holders
207
Holders Change
+13
Holders Change %
+6.7%
% of All Funds
3%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
39
Increased
86
Reduced
58
Closed
24
Calls
$630K
Puts
$1.51M
Net Calls
-$882K
Net Calls Change
-$1.5M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.63B
2
Stifel Financial
2
Stifel Financial
Missouri
$39.7M
3
AssetMark Inc
3
AssetMark Inc
California
$30.9M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$20.3M
5
LPL Financial
5
LPL Financial
California
$208M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.2M
2
HCC
2
Hirtle Callaghan & Co
Pennsylvania
$32.7M
3
RCS
3
Retirement Capital Strategies
California
$3.08M
4
Wells Fargo
4
Wells Fargo
California
$1.37M
5
TNA
5
True North Advisors
Texas
$340K
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.63B 167,346,786 +6,703,952 +4%
LPL Financial
2
LPL Financial
California
$208M 9,557,773 +756,210 +9%
TC
3
TownSquare Capital
Utah
$117M 5,367,747 +627,625 +13%
State Street
4
State Street
Massachusetts
$67.6M 3,114,104 -24,741 -0.8%
CIM
5
Confluence Investment Management
Missouri
$56.1M 2,581,084 +373,448 +17%
Bank of America
6
Bank of America
North Carolina
$42.9M 1,973,784 +302,535 +18%
Stifel Financial
7
Stifel Financial
Missouri
$39.7M 1,826,568 +1,513,194 +483%
Ameriprise
8
Ameriprise
Minnesota
$39.3M 1,806,912 +154,552 +9%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$33.1M 1,523,122 +143,387 +10%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$33M 1,520,529 +132,777 +10%
HCC
11
Hirtle Callaghan & Co
Pennsylvania
– – -1,422,612 Closed
ZIG
12
Zurich Insurance Group
Switzerland
$32.2M 1,482,295 – –
AssetMark Inc
13
AssetMark Inc
California
$30.9M 1,422,583 +1,422,583 New
Morgan Stanley
14
Morgan Stanley
New York
$30.2M 1,389,825 -1,745,341 -56%
CI
15
CX Institutional
Indiana
$30M 1,380,799 +169,408 +14%
BlackRock
16
BlackRock
New York
$23.4M 1,075,457 +567,729 +112%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$20.3M 934,346 +900,311 +2,645%
PAG
18
Private Advisor Group
New Jersey
$19.8M 913,857 -2,841 -0.3%
KW
19
KWB Wealth
California
$17.4M 802,314 +58,840 +8%
LFPWM
20
Leicht Financial Planning & Wealth Management
New Jersey
$15.8M 725,428 +50,036 +7%
DJSG
21
D.J. St. Germain
Massachusetts
$14.9M 687,462 -88,913 -11%
CCA
22
Clearwater Capital Advisors
Illinois
$14.2M 654,872 -9,077 -1%
FLA
23
Financial Life Advisors
Texas
$13.9M 641,114 +58,538 +10%
Osaic Holdings
24
Osaic Holdings
Arizona
$12.7M 584,749 +565,209 +2,893%
EH
25
Equitable Holdings
New York
$12.4M 569,718 +77,243 +16%
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