Who owns SPDR Barclays Capital Mortgage Back ETF?

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Analyze quarterly positions in SPDR Barclays Capital Mortgage Back ETF with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of SPDR Barclays Capital Mortgage Back ETF stock

Who bought or sold SPDR Barclays Capital Mortgage Back ETF this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Financial Engines Advisors L.L.C 167M $3.6B 6% Mar 2024
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LPL Financial 9.6M $208M 19% Mar 2024
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Townsquare Capital 5.4M $117M 13% Mar 2024
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Bank of America Corporation 2.0M $43M 18% Mar 2024
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Stifel Financial 1.8M $40M 483% Mar 2024
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Ameriprise Financial 1.8M $39M 22% Mar 2024
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Jpmorgan Chase & Co 1.5M $33M 10% Mar 2024
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CWM 1.5M $33M 10% Mar 2024
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Hirtle Callaghan & Co 1.5M $33M 14% Mar 2024
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Zurich Insurance Group Ltd/FI 1.5M $32M 0% Mar 2024
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Assetmark 1.4M $31M 100% Mar 2024
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Morgan Stanley 1.4M $30M 7% Mar 2024
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CX Institutional 1.4M $30M 14% Mar 2024
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BlackRock 1.1M $23M 204% Mar 2024
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Benjamin F. Edwards & Company 934k $20M 2645% Mar 2024
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Private Advisor 914k $20M 0% Mar 2024
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KWB Wealth 802k $17M 8% Mar 2024
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D. J. St. Germain 776k $17M -7% Dec 2023
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Leicht Financial Planning & Wealth Management 725k $16M 7% Mar 2024
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Bsc Private Wealth Management 655k $14M -1% Mar 2024
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Financial Life Advisors 641k $14M 10% Mar 2024
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Advisor Group Holdings 585k $13M 2893% Mar 2024
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Mariner Wealth Advisors 539k $12M -7% Mar 2024
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Carr Financial Group Corp 474k $10M -2% Mar 2024
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Krasney Financial 456k $9.9M 22% Mar 2024
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Stokes Family Office 389k $8.4M 7% Mar 2024
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Flagship Harbor Advisors 379k $8.2M 0% Mar 2024
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Forum Financial Management 360k $7.8M 100% Mar 2024
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AE Wealth Management 359k $7.8M -10% Mar 2024
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Astoria Portfolio Advisors 356k $7.5M 10% Mar 2024
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Checchi Capital Advisers 336k $7.3M 1% Mar 2024
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Certified Advisory Corp 309k $6.7M 9% Mar 2024
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Stratos Wealth Partners 305k $6.6M 2897% Mar 2024
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Kingsview Wealth Management 282k $6.1M 0% Mar 2024
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Chesapeake Wealth Management 272k $5.9M 2% Mar 2024
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Cantor Fitzgerald Investment Adviser 260k $5.6M 1% Mar 2024
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Hanson McClain Advisors 258k $5.6M -3% Mar 2024
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Mutual Advisors 239k $5.2M 4% Mar 2024
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Charles Schwab Investment Management 233k $5.1M -8% Mar 2024
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Portside Wealth Group 206k $4.5M 4% Mar 2024
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Baird Financial 205k $4.5M 100% Dec 2023
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Tidemark 201k $4.4M 37% Mar 2024
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U.S. Capital Wealth Advisors 194k $4.2M 31% Mar 2024
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TSFG 192k $4.2M 2326% Mar 2024
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Cary Street Partners Asset Management 190k $4.1M 4% Mar 2024
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Detalus Advisors 187k $4.1M 55% Mar 2024
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Envestnet Asset Management 183k $4.0M 198% Mar 2024
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Redwood Financial Network Corp 160k $3.5M -7% Mar 2024
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Benjamin Edwards 153k $3.3M 5675% Mar 2024
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United Capital Financial Advisers 151k $3.3M -44% Mar 2024
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Western Wealth Management 143k $3.1M 9% Mar 2024
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Retirement Capital Strategies 142k $3.1M -77% Mar 2024
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Eastern Bank 140k $3.0M 0% Mar 2024
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Sharkey, Howes & Javer 137k $3.0M 31% Mar 2024
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Dynamic Advisors Solutions 132k $2.9M 0% Mar 2024
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Keystone Financial Group 118k $2.6M 17% Mar 2024
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Seed Wealth Management 115k $2.5M 27% Mar 2024
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Integrated Wealth Concepts 111k $2.4M -37% Mar 2024
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Collaborative Wealth Managment 109k $2.4M 23% Mar 2024
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Guidance Capital 101k $2.1M 44% Mar 2024
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GPS Wealth Strategies Group 96k $2.1M 0% Mar 2024
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Alesco Advisors 90k $2.0M 0% Mar 2024
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Vertex Planning Partners 89k $1.9M -1% Mar 2024
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Boltwood Capital Management 86k $1.9M 0% Mar 2024
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Arden Trust 84k $1.8M -25% Mar 2024
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Derbend Asset Management 83k $1.8M 34% Mar 2024
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Citadel Advisors 82k $1.8M 85% Mar 2024
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Royal Bank of Canada 77k $1.7M -6% Mar 2024
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Commonwealth Equity Services 74k $1.6M 15% Mar 2024
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Merit Financial Group 74k $1.6M -14% Mar 2024
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Jane Street 70k $1.5M 100% Mar 2024
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Diversify Advisory Services 70k $1.5M 100% Mar 2024
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Northwest Capital Management 65k $1.4M 0% Mar 2024
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Wells Fargo & Company 63k $1.4M -88% Mar 2024
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Exchange Capital Management 63k $1.4M 0% Mar 2024
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OmniStar Financial Group 59k $1.3M 100% Mar 2024
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Centennial Wealth Advisory 58k $1.3M 29% Mar 2024
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Bell Investment Advisors 54k $1.2M -4% Mar 2024
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Norden Group 53k $1.2M 100% Mar 2024
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Concord Wealth Partners 53k $1.2M -27% Mar 2024
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Trilogy Capital 51k $1.1M -6% Mar 2024
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Strategic Blueprint 51k $1.1M 1% Mar 2024
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Fort Point Capital Partners 51k $1.1M 100% Dec 2023
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ValMark Advisers 50k $1.1M 6% Mar 2024
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Kestra Advisory Services 50k $1.1M 106% Dec 2023
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FirstPurpose Wealth 47k $990k -2% Mar 2024
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Alliance Wealth Advisors 47k $1.0M 6% Mar 2024
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JPL Wealth Management 46k $990k -11% Mar 2024
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SageView Advisory Group 45k $1.4M 100% Mar 2024
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Cambridge Investment Research Advisors 44k $965k -69% Mar 2024
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Dfpg Investments 44k $976k -9% Dec 2023
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Visionary Wealth Advisors 40k $870k 1% Mar 2024
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Columbus Macro 40k $869k 0% Mar 2024
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Financial Advocates Investment Management 37k $876k -25% Mar 2024
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Global Retirement Partners 37k $797k 8% Mar 2024
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Wagner Bowman Management 34k $729k -8% Mar 2024
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Strategic Investment Advisors / MI 34k $727k 100% Mar 2024
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Baker Tilly Financial 33k $715k -51% Mar 2024
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Wealth Enhancement Advisory Services 33k $710k -37% Mar 2024
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Private Trust Co Na 32k $705k 68% Mar 2024
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UBS Group 32k $683k 8% Mar 2024
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Measured Wealth Private Client Group 31k $682k 13% Mar 2024
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Vise Technologies 31k $672k -26% Mar 2024
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Donald L. Hagan 30k $661k 19% Mar 2024
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Thrivent Financial for Lutherans 27k $585k -15% Mar 2024
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Householder Group Estate & Retirement Specialist 26k $572k 6% Mar 2024
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Apollon Wealth Management 24k $530k 12% Mar 2024
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Independent Advisor Alliance 24k $525k 100% Mar 2024
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Ascent Group 23k $490k 100% Mar 2024
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Spire Wealth Management 22k $479k 16% Mar 2024
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ICA Group Wealth Management 21k $450k 71% Mar 2024
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Wallace Advisory Group 20k $443k 2% Mar 2024
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Wealthcare Advisory Partners 19k $412k 26% Mar 2024
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Wolverine Trading 18k $391k 100% Mar 2024
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Stratos Wealth Advisors 18k $379k -48% Mar 2024
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Prime Capital Investment Advisors 16k $360k -18% Dec 2023
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Latitude Advisors 16k $349k 100% Mar 2024
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Garrett Investment Advisors 16k $345k -59% Mar 2024
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True North Advisors 16k $340k -95% Mar 2024
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Next Capital Management 15k $321k 0% Dec 2023
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One Wealth Management Investment & Advisory Services 15k $314k -52% Mar 2024
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Foster & Motley 14k $313k 0% Mar 2024
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Advisors Asset Management 14k $317k 5% Dec 2023
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Brookstone Capital Management 14k $304k 0% Mar 2024
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Rockland Trust 14k $299k -28% Mar 2024
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Simplex Trading 14k $297k 100% Mar 2024
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Perennial Investment Advisors 13k $288k -84% Mar 2024
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Level Four Advisory Services 13k $279k 0% Mar 2024
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RFG Advisory 13k $271k -44% Mar 2024
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Foundations Investment Advisors 12k $270k 100% Mar 2024
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Raymond James & Associates 12k $269k 18% Mar 2024
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Lowe, Brockenbrough & Company 12k $261k 0% Mar 2024
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Vectors Research Management 12k $254k -17% Dec 2023
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Fisher Investments 12k $250k 100% Mar 2024
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Capital Investment Advisors 11k $246k 0% Mar 2024
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Acropolis Investment Management 11k $235k 15% Mar 2024
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Farther Finance Advisors 11k $232k 1044% Mar 2024
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CI Private Wealth 11k $231k 4% Mar 2024
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Lincoln Capital 10k $227k 1% Mar 2024
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Bartlett & Co. Wealth Management 10k $225k 0% Mar 2024
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Bartlett & Co. 10k $229k 100% Dec 2023
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Diversified 10k $224k 100% Mar 2024
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Acorn Wealth Advisors 9.8k $213k 0% Mar 2024
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Courier Capital Corp 9.4k $205k -18% Mar 2024
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Snider Financial Group 9.2k $201k 1% Mar 2024
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Sachetta 8.6k $190k 0% Mar 2024
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FMR 7.6k $165k 248% Mar 2024
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Northwestern Mutual Wealth Management Company 6.3k $136k -20% Mar 2024
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Venturi Wealth Management 5.5k $121k 100% Mar 2024
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Proequities 456.00 $9.9M -93% Mar 2024
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Qube Research & Technologies 145.00 $3.1k -98% Mar 2024
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Who sold out of SPDR Barclays Capital Mortgage Back ETF?

Fund or Company Name Date Sold Shares Held Valued At
Comprehensive Wealth Management Dec 2023 292k $6.4M
WBI Investments Dec 2023 154k $3.4M
Meridian Wealth Management Dec 2023 141k $3.1M
Allen Capital Group Dec 2023 133k $2.9M
Advisor Resource Council Dec 2023 85k $1.9M
Leading Edge Financial Planning Sep 2023 64k $1.3M
Branch Banking & Trust Company Dec 2023 23k $505k
Telemus Capital Sep 2023 21k $441k
Security Financial Services Dec 2023 18k $402k
Clear Investment Research Dec 2023 15k $330k
National Asset Management Dec 2023 13k $279k
Pathstone Holdings Dec 2023 9.1k $202k