Who owns SPDR Barclays Capital Mortgage Back ETF?
- Ticker: SPMB
- CUSIP Number: 78464A383
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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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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 | 176M | $4.0B | 5% | Sep 2024 |
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LPL Financial | 12M | $272M | 14% | Sep 2024 |
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Townsquare Capital | 5.3M | $119M | -2% | Sep 2024 |
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State Street Corporation | 3.6M | $79M | 17% | Jun 2024 |
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Stifel Financial | 3.1M | $66M | 68% | Jun 2024 |
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Confluence Investment Management | 2.8M | $63M | -4% | Sep 2024 |
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Bank of America Corporation | 2.1M | $48M | 3% | Sep 2024 |
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Benjamin Edwards | 2.1M | $47M | 661% | Sep 2024 |
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Benjamin F. Edwards & Company | 1.9M | $43M | 103% | Jun 2024 |
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CWM | 1.8M | $40M | 2% | Sep 2024 |
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Zurich Insurance Group Ltd/FI | 1.5M | $33M | 0% | Sep 2024 |
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Hirtle Callaghan & Co | 1.5M | $32M | -2% | Jun 2024 |
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Assetmark | 1.5M | $33M | 0% | Sep 2024 |
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Morgan Stanley | 1.4M | $31M | 3% | Jun 2024 |
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Jpmorgan Chase & Co | 1.4M | $32M | -18% | Sep 2024 |
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CX Institutional | 1.3M | $30M | 4% | Sep 2024 |
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Sanctuary Advisors | 1.1M | $24M | -8% | Sep 2024 |
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Private Advisor | 1.1M | $24M | 3% | Sep 2024 |
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KWB Wealth | 816k | $18M | 4% | Sep 2024 |
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BlackRock | 756k | $17M | 100% | Sep 2024 |
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Leicht Financial Planning & Wealth Management | 740k | $17M | -2% | Sep 2024 |
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Financial Life Advisors | 724k | $16M | 7% | Sep 2024 |
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Altfest L J & Co | 650k | $15M | 100% | Sep 2024 |
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D. J. St. Germain | 647k | $15M | -2% | Sep 2024 |
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Bsc Private Wealth Management | 613k | $14M | -4% | Sep 2024 |
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Advisor Group Holdings | 532k | $12M | -9% | Sep 2024 |
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Krasney Financial | 520k | $12M | 10% | Sep 2024 |
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BlackRock | 439k | $9.5M | -59% | Jun 2024 |
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Tidemark | 431k | $9.7M | 8% | Sep 2024 |
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Mariner Wealth Advisors | 418k | $9.4M | -1% | Sep 2024 |
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Stokes Family Office | 406k | $9.1M | 6% | Sep 2024 |
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Equitable Holdings | 395k | $8.5M | -31% | Jun 2024 |
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Flagship Harbor Advisors | 390k | $8.8M | 3% | Sep 2024 |
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Kingsview Wealth Management | 361k | $8.1M | 26% | Sep 2024 |
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Checchi Capital Advisers | 346k | $7.8M | 15% | Sep 2024 |
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Leslie Global Wealth | 344k | $7.7M | 6% | Sep 2024 |
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Stratos Wealth Partners | 335k | $7.5M | 8% | Sep 2024 |
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Certified Advisory Corp | 332k | $7.5M | 4% | Sep 2024 |
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Collaborative Wealth Managment | 307k | $6.9M | 5% | Sep 2024 |
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Chesapeake Wealth Management | 263k | $5.9M | 0% | Sep 2024 |
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Mutual Advisors | 256k | $5.6M | 10% | Sep 2024 |
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Envestnet Asset Management | 239k | $5.4M | 7% | Sep 2024 |
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Cantor Fitzgerald Investment Adviser | 238k | $5.4M | 2% | Sep 2024 |
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We Are One Seven | 232k | $5.2M | 496% | Sep 2024 |
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TSFG | 217k | $4.9M | 3% | Sep 2024 |
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Detalus Advisors | 208k | $4.7M | 5% | Sep 2024 |
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U.S. Capital Wealth Advisors | 206k | $4.6M | 0% | Sep 2024 |
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Cary Street Partners Asset Management | 204k | $4.6M | 2% | Sep 2024 |
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Portside Wealth Group | 197k | $4.4M | 11% | Sep 2024 |
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Kestra Advisory Services | 175k | $3.9M | -10% | Sep 2024 |
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Sharkey, Howes & Javer | 160k | $3.6M | 4% | Sep 2024 |
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AE Wealth Management | 156k | $3.5M | -59% | Sep 2024 |
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Redwood Financial Network Corp | 150k | $3.4M | -5% | Sep 2024 |
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Fisher Investments | 148k | $3.3M | -5% | Sep 2024 |
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West Wealth Group | 148k | $3.3M | 100% | Sep 2024 |
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Kestra Investment Management | 145k | $3.3M | 100% | Sep 2024 |
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Vertex Planning Partners | 137k | $3.1M | -1% | Sep 2024 |
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Eastern Bank | 137k | $3.1M | -1% | Sep 2024 |
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Seed Wealth Management | 135k | $3.0M | 0% | Sep 2024 |
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Hobbs Group Advisors | 130k | $2.9M | -39% | Sep 2024 |
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United Capital Financial Advisers | 124k | $2.8M | -9% | Sep 2024 |
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Guidance Capital | 121k | $2.7M | 13% | Sep 2024 |
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Citadel Advisors | 118k | $2.7M | 192% | Sep 2024 |
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Dynamic Advisors Solutions | 118k | $2.7M | -6% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 118k | $2.7M | 1697% | Sep 2024 |
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Integrated Wealth Concepts | 116k | $2.6M | 9% | Sep 2024 |
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Howard Bailey Securities | 107k | $2.4M | 100% | Sep 2024 |
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Vermillion & White Wealth Management Group | 104k | $2.2M | 100% | Jun 2024 |
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Stratos Wealth Advisors | 104k | $2.3M | 864% | Sep 2024 |
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Boltwood Capital Management | 99k | $2.2M | 0% | Sep 2024 |
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Old Mission Capital | 92k | $2.0M | -20% | Jun 2024 |
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Alesco Advisors | 92k | $2.1M | 2% | Sep 2024 |
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Western Wealth Management | 92k | $2.1M | -48% | Sep 2024 |
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GPS Wealth Strategies Group | 87k | $2.0M | -2% | Sep 2024 |
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Merit Financial Group | 85k | $1.9M | 16% | Sep 2024 |
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Arden Trust | 84k | $1.8M | 1% | Jun 2024 |
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Wells Fargo & Company | 81k | $1.8M | 48% | Sep 2024 |
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Capital Investment Counsel | 81k | $1.8M | -48% | Sep 2024 |
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Commonwealth Equity Services | 79k | $1.8M | -5% | Sep 2024 |
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Carr Financial Group Corp | 77k | $1.7M | -83% | Sep 2024 |
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Cobblestone Capital Advisors | 76k | $1.7M | -3% | Sep 2024 |
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Meridian Wealth Management | 76k | $1.7M | -19% | Sep 2024 |
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Diversify Advisory Services | 75k | $1.6M | 34% | Sep 2024 |
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Cetera Investment Advisers | 75k | $1.6M | -1% | Jun 2024 |
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OmniStar Financial Group | 75k | $1.7M | 24% | Sep 2024 |
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Fundamentun | 70k | $1.6M | 100% | Sep 2024 |
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Gladstone Institutional Advisory | 68k | $1.5M | 12% | Sep 2024 |
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Prime Capital Investment Advisors | 67k | $1.5M | -27% | Sep 2024 |
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Retirement Capital Strategies | 66k | $1.5M | -54% | Sep 2024 |
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Jane Street | 63k | $1.4M | 9% | Sep 2024 |
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Cambridge Investment Research Advisors | 59k | $1.3M | 20% | Sep 2024 |
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Royal Bank of Canada | 58k | $1.4M | -11% | Sep 2024 |
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Acute Investment Advisory | 55k | $1.2M | 100% | Sep 2024 |
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Global Retirement Partners | 54k | $1.2M | 10% | Sep 2024 |
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Exchange Capital Management | 53k | $1.2M | -15% | Sep 2024 |
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Bell Investment Advisors | 53k | $1.2M | -2% | Sep 2024 |
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SWMG | 51k | $1.1M | 100% | Sep 2024 |
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ValMark Advisers | 49k | $1.1M | -2% | Sep 2024 |
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Ewa | 49k | $1.1M | 100% | Sep 2024 |
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Trilogy Capital | 46k | $1.0M | -1% | Sep 2024 |
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Alliance Wealth Advisors | 46k | $1.0M | 2% | Sep 2024 |
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Good Life Advisors | 44k | $1.0M | 94% | Sep 2024 |
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Financial Network Wealth Advisors | 43k | $964k | -4% | Sep 2024 |
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Donald L. Hagan | 43k | $958k | 71% | Sep 2024 |
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Financial Advocates Investment Management | 42k | $1.0M | 13% | Sep 2024 |
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Wealth Enhancement Advisory Services | 42k | $907k | 29% | Jun 2024 |
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Columbus Macro | 41k | $901k | 3% | Sep 2024 |
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Fort Point Capital Partners | 39k | $882k | -19% | Sep 2024 |
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Householder Group Estate & Retirement Specialist | 39k | $869k | 2% | Sep 2024 |
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Atria Investments | 39k | $869k | -9% | Sep 2024 |
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Hanson McClain Advisors | 36k | $810k | -5% | Sep 2024 |
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Strategic Investment Advisors / MI | 35k | $795k | 2% | Sep 2024 |
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Diversify Wealth Management | 35k | $759k | -12% | Sep 2024 |
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Brookstone Capital Management | 33k | $749k | 115% | Sep 2024 |
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Goldstone Financial Group | 32k | $727k | 100% | Sep 2024 |
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Norden Group | 32k | $720k | -4% | Sep 2024 |
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Bank of New York Mellon | 32k | $719k | 212% | Sep 2024 |
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Northwest Capital Management | 30k | $680k | -22% | Sep 2024 |
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Raymond James & Associates | 30k | $676k | 151% | Sep 2024 |
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Strategic Blueprint | 30k | $664k | -1% | Sep 2024 |
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Independent Advisor Alliance | 29k | $623k | 19% | Jun 2024 |
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Wagner Bowman Management | 27k | $611k | 0% | Sep 2024 |
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Visionary Wealth Advisors | 27k | $610k | -7% | Sep 2024 |
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Center For Asset Management | 27k | $603k | 22% | Sep 2024 |
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Baker Tilly Financial | 25k | $573k | -4% | Sep 2024 |
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Vise Technologies | 24k | $510k | -23% | Jun 2024 |
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Ascent Group | 23k | $512k | -2% | Sep 2024 |
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Concord Wealth Partners | 22k | $503k | -37% | Sep 2024 |
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Thrivent Financial for Lutherans | 22k | $498k | -18% | Sep 2024 |
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Apollon Wealth Management | 21k | $472k | -7% | Sep 2024 |
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PFG Advisors | 21k | $468k | 100% | Sep 2024 |
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Wallace Advisory Group | 20k | $429k | 0% | Sep 2024 |
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Congress Wealth Management LLC / DE / | 19k | $420k | 100% | Sep 2024 |
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Atria Wealth Solutions | 19k | $419k | 35% | Sep 2024 |
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Private Trust Co Na | 17k | $375k | -46% | Jun 2024 |
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Spire Wealth Management | 15k | $345k | -15% | Sep 2024 |
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Modera Wealth Management | 15k | $338k | 100% | Sep 2024 |
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Foster & Motley | 15k | $335k | 3% | Sep 2024 |
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Goss Wealth Management | 14k | $306k | 100% | Jun 2024 |
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Wealthcare Advisory Partners | 14k | $313k | 0% | Sep 2024 |
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Perennial Investment Advisors | 13k | $282k | -1% | Jun 2024 |
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Acropolis Investment Management | 13k | $291k | 8% | Sep 2024 |
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Lowe, Brockenbrough & Company | 12k | $270k | 0% | Sep 2024 |
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Level Four Advisory Services | 12k | $255k | -7% | Jun 2024 |
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Kingswood Wealth Advisors | 12k | $263k | -48% | Sep 2024 |
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Capital Investment Advisors | 11k | $246k | -4% | Sep 2024 |
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Lincoln Capital | 11k | $232k | 3% | Jun 2024 |
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Renaissance Technologies | 11k | $237k | 100% | Sep 2024 |
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Bartlett & Co. Wealth Management | 10k | $233k | 0% | Sep 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 |
---|---|---|---|
Astoria Portfolio Advisors | Jun 2024 | 379k | $8.2M |
Charles Schwab Investment Management | Jun 2024 | 221k | $4.8M |
Centennial Wealth Advisory | Jun 2024 | 60k | $1.3M |
JPL Wealth Management | Mar 2024 | 46k | $990k |
Measured Wealth Private Client Group | Jun 2024 | 30k | $655k |
One Capital Management | Jun 2024 | 25k | $543k |
Simplex Trading | Jun 2024 | 24k | $520k |
ICA Group Wealth Management | Mar 2024 | 21k | $450k |
True North Advisors | Jun 2024 | 16k | $338k |
Latitude Advisors | Jun 2024 | 15k | $316k |
Next Capital Management | Jun 2024 | 15k | $314k |
Arjuna Capital | Jun 2024 | 11k | $244k |
Creative Planning | Jun 2024 | 11k | $231k |
Triad Wealth Partners | Jun 2024 | 10k | $225k |
Concord Asset Management | Jun 2024 | 10k | $224k |
One Wealth Management Investment & Advisory Services | Jun 2024 | 10k | $223k |