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SPDR Portfolio Mortgage Backed Bond ETF

208 hedge funds and large institutions have $5.45B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 65 reducing their positions, and 27 closing their positions.

Holders
208
Holders Change
+3
Holders Change %
+1.46%
% of All Funds
3.01%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
32
Increased
88
Reduced
65
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.97B 176,177,610 +3,398,518 +2%
LPL Financial
2
LPL Financial
California
$272M 12,088,143 +1,518,064 +14%
TC
3
TownSquare Capital
Utah
$119M 5,272,417 +185,784 +4%
State Street
4
State Street
Massachusetts
$114M 5,052,810 +1,409,755 +39%
CIM
5
Confluence Investment Management
Missouri
$62.5M 2,771,898 -129,159 -4%
Stifel Financial
6
Stifel Financial
Missouri
$62.4M 2,770,887 -306,283 -10%
Bank of America
7
Bank of America
North Carolina
$47.4M 2,106,038 +66,631 +3%
BEI
8
Benjamin Edwards Inc
Missouri
$46.9M 2,081,472 +1,807,963 +661%
Ameriprise
9
Ameriprise
Minnesota
$45.1M 2,004,879 -7,541 -0.4%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$39.5M 1,751,085 +31,281 +2%
HCC
11
Hirtle Callaghan & Co
Pennsylvania
ZIG
12
Zurich Insurance Group
Switzerland
$33.4M 1,482,295
AssetMark Inc
13
AssetMark Inc
California
$32.8M 1,455,570 +4,422 +0.3%
Morgan Stanley
14
Morgan Stanley
New York
$32.5M 1,442,296 +14,518 +1%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$31.5M 1,396,920 -313,649 -18%
CI
16
CX Institutional
Indiana
$30M 1,330,347 +55,154 +4%
PAG
17
Private Advisor Group
New Jersey
$24M 1,066,122 +27,912 +3%
SA
18
Sanctuary Advisors
Indiana
$23.8M 1,092,782 -100,570 -8%
KW
19
KWB Wealth
California
$17.6M 815,527 +28,926 +4%
BlackRock
20
BlackRock
New York
$17M 755,683 +316,657 +72%
LFPWM
21
Leicht Financial Planning & Wealth Management
New Jersey
$16.7M 739,460 -11,784 -2%
FLA
22
Financial Life Advisors
Texas
$16.3M 723,978 +45,462 +7%
LJAC
23
L.J. Altfest & Co
New York
$14.6M 649,675 +649,675 New
DJSG
24
D.J. St. Germain
Massachusetts
$14.6M 646,614 -13,841 -2%
CCA
25
Clearwater Capital Advisors
Illinois
$13.8M 613,436 -26,814 -4%