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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

222 hedge funds and large institutions have $5.6B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
222
Holders Change
+14
Holders Change %
+6.73%
% of All Funds
2.96%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
38
Increased
103
Reduced
55
Closed
18
Calls
$119K
Puts
–
Net Calls
+$119K
Net Calls Change
+$119K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.94B
2
Stifel Financial
2
Stifel Financial
Missouri
$119M
3
BEI
3
Benjamin Edwards Inc
Missouri
$94.1M
4
LPL Financial
4
LPL Financial
California
$286M
5
CIM
5
Confluence Investment Management
Missouri
$84.6M

Top Sellers

1
State Street
1
State Street
Massachusetts
$95.2M
2
PAG
2
Private Advisor Group
New Jersey
$15.1M
3
KW
3
KWB Wealth
California
$13M
4
AWM
4
AE Wealth Management
Kansas
$874K
5
SWA
5
Stratos Wealth Advisors
Ohio
$345K
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.94B 182,794,417 +6,616,807 +4%
LPL Financial
2
LPL Financial
California
$286M 13,264,447 +1,176,304 +10%
TC
3
TownSquare Capital
Utah
$119M 5,512,529 +240,112 +5%
Stifel Financial
4
Stifel Financial
Missouri
$119M 5,509,095 +2,738,208 +99%
State Street
5
State Street
Massachusetts
$95.2M 4,419,735 -633,075 -13%
BEI
6
Benjamin Edwards Inc
Missouri
$94.1M 4,367,937 +2,286,465 +110%
CIM
7
Confluence Investment Management
Missouri
$84.6M 3,926,847 +1,154,949 +42%
Ameriprise
8
Ameriprise
Minnesota
$52.3M 2,426,991 +422,112 +21%
Bank of America
9
Bank of America
North Carolina
$46.4M 2,153,655 +47,617 +2%
CI
10
CX Institutional
Indiana
$42.4M 1,966,186 +635,839 +48%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$36.3M 1,683,073 -68,012 -4%
ZIG
12
Zurich Insurance Group
Switzerland
$31.9M 1,482,295 – –
Morgan Stanley
13
Morgan Stanley
New York
$31.5M 1,463,280 +20,984 +1%
AssetMark Inc
14
AssetMark Inc
California
$31.3M 1,451,756 -3,814 -0.3%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$30.2M 1,399,835 +2,915 +0.2%
HCC
16
Hirtle Callaghan & Co
Pennsylvania
– – – –
Wells Fargo
17
Wells Fargo
California
$26M 1,205,841 +1,124,620 +1,385%
IAA
18
Independent Advisor Alliance
North Carolina
$24.6M 1,140,442 +1,111,406 +3,828%
SA
19
Sanctuary Advisors
Indiana
$22.9M 1,053,934 -38,848 -4%
LFPWM
20
Leicht Financial Planning & Wealth Management
New Jersey
$16.1M 747,164 +7,704 +1%
LJAC
21
L.J. Altfest & Co
New York
$16.1M 746,474 +96,799 +15%
FLA
22
Financial Life Advisors
Texas
$16M 743,157 +19,179 +3%
PAG
23
Private Advisor Group
New Jersey
$15.1M 702,190 -363,932 -34%
BlackRock
24
BlackRock
New York
$14.5M 673,485 -82,198 -11%
DJSG
25
D.J. St. Germain
Massachusetts
$13.7M 637,071 -9,543 -1%
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