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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

205 hedge funds and large institutions have $5.06B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 76 reducing their positions, and 23 closing their positions.

Holders
205
Holders Change
-2
Holders Change %
-0.97%
% of All Funds
2.98%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
26
Increased
74
Reduced
76
Closed
23
Calls
–
Puts
$265K
Net Calls
-$265K
Net Calls Change
+$617K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.73B
2
Stifel Financial
2
Stifel Financial
Missouri
$66.4M
3
LPL Financial
3
LPL Financial
California
$228M
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$40.9M
5
State Street
5
State Street
Massachusetts
$78.6M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$31.9M
2
BlackRock
2
BlackRock
New York
$9.47M
3
FFM
3
Forum Financial Management
Illinois
$0
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$1.98M
5
TC
5
TownSquare Capital
Utah
$110M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.73B 172,779,092 +5,432,306 +3%
LPL Financial
2
LPL Financial
California
$228M 10,570,079 +1,012,306 +11%
TC
3
TownSquare Capital
Utah
$110M 5,086,633 -281,114 -5%
State Street
4
State Street
Massachusetts
$78.6M 3,643,055 +528,951 +17%
Stifel Financial
5
Stifel Financial
Missouri
$66.4M 3,077,170 +1,250,602 +68%
CIM
6
Confluence Investment Management
Missouri
$62.6M 2,901,057 +319,973 +12%
Bank of America
7
Bank of America
North Carolina
$44M 2,039,407 +65,623 +3%
Ameriprise
8
Ameriprise
Minnesota
$43.4M 2,012,420 +205,508 +11%
BFEC
9
Benjamin F. Edwards & Company
Missouri
$40.9M 1,895,436 +961,090 +103%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$37.1M 1,719,804 +199,275 +13%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$36.9M 1,710,569 +187,447 +12%
ZIG
12
Zurich Insurance Group
Switzerland
$32M 1,482,295 – –
HCC
13
Hirtle Callaghan & Co
Pennsylvania
– – – –
AssetMark Inc
14
AssetMark Inc
California
$31.3M 1,451,148 +28,565 +2%
Morgan Stanley
15
Morgan Stanley
New York
$30.8M 1,427,778 +37,953 +3%
CI
16
CX Institutional
Indiana
$27.5M 1,275,193 -105,606 -8%
SA
17
Sanctuary Advisors
Indiana
$25.1M 1,193,352 +1,193,352 New
PAG
18
Private Advisor Group
New Jersey
$22.4M 1,038,210 +124,353 +14%
KW
19
KWB Wealth
California
$17.1M 786,601 -15,713 -2%
LFPWM
20
Leicht Financial Planning & Wealth Management
New Jersey
$16.2M 751,244 +25,816 +4%
FLA
21
Financial Life Advisors
Texas
$14.6M 678,516 +37,402 +6%
DJSG
22
D.J. St. Germain
Massachusetts
$14.2M 660,455 -27,007 -4%
CCA
23
Clearwater Capital Advisors
Illinois
$13.8M 640,250 -14,622 -2%
Osaic Holdings
24
Osaic Holdings
Arizona
$12.5M 580,841 -3,908 -0.7%
SFM
25
Signet Financial Management
New Jersey
$10.2M 474,503 +18,604 +4%
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