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
Townsquare Capital 4.7M $105M 25% Dec 2023
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Bank of America Corporation 1.7M $37M 12% Dec 2023
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CWM 1.5M $33M 10% Mar 2024
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Zurich Insurance Group Ltd/FI 1.5M $33M 0% Dec 2023
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CX Institutional 1.4M $30M 14% Mar 2024
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Jpmorgan Chase & Co 1.4M $31M 28% Dec 2023
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Private Advisor 917k $20M -3% Dec 2023
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D. J. St. Germain 776k $17M -7% Dec 2023
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KWB Wealth 744k $16M 3% Dec 2023
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Leicht Financial Planning & Wealth Management 675k $15M -2% Dec 2023
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Bsc Private Wealth Management 664k $15M 100% Dec 2023
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Financial Life Advisors 641k $14M 10% Mar 2024
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Retirement Capital Strategies 609k $13M 100% Dec 2023
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Mariner Wealth Advisors 582k $13M -8% Dec 2023
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Wells Fargo & Company 512k $11M -14% Dec 2023
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Carr Financial Group Corp 485k $11M 24% Dec 2023
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Krasney Financial 456k $9.9M 22% Mar 2024
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AE Wealth Management 397k $8.6M 18% Dec 2023
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Flagship Harbor Advisors 379k $8.2M 0% Mar 2024
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Stokes Family Office 362k $8.0M -1% Dec 2023
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Astoria Portfolio Advisors 356k $7.5M 10% Mar 2024
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Checchi Capital Advisers 332k $7.3M 43% Dec 2023
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Stifel Financial 313k $6.9M 24% Dec 2023
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Stratos Wealth Partners 305k $6.6M 2897% Mar 2024
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Comprehensive Wealth Management 292k $6.4M 6% Dec 2023
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Certified Advisory Corp 283k $6.3M -4% Dec 2023
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Kingsview Wealth Management 281k $6.2M 0% Dec 2023
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United Capital Financial Advisers 268k $5.9M -70% Dec 2023
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Hanson McClain Advisors 267k $5.9M -3% Dec 2023
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Chesapeake Wealth Management 266k $5.9M -7% Dec 2023
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Cantor Fitzgerald Investment Adviser 256k $5.7M 100% Dec 2023
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Charles Schwab Investment Management 253k $5.6M -15% Dec 2023
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Mutual Advisors 231k $5.1M 100% Dec 2023
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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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TSFG 192k $4.2M 2326% Mar 2024
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Cary Street Partners Asset Management 182k $4.0M -2% Dec 2023
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Redwood Financial Network Corp 172k $3.8M -3% Dec 2023
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WBI Investments 154k $3.4M -5% Dec 2023
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U.S. Capital Wealth Advisors 148k $3.3M 46% Dec 2023
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Tidemark 146k $3.2M 100% Dec 2023
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Cambridge Investment Research Advisors 142k $3.1M 13% Dec 2023
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Meridian Wealth Management 141k $3.1M 100% Dec 2023
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Eastern Bank 140k $3.1M 100% Dec 2023
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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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Western Wealth Management 131k $2.9M 212% Dec 2023
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Detalus Advisors 121k $2.7M 5% Dec 2023
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Seed Wealth Management 115k $2.5M 27% Mar 2024
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Guidance Capital 101k $2.1M 44% Mar 2024
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Keystone Financial Group 101k $2.2M 4% Dec 2023
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GPS Wealth Strategies Group 96k $2.1M -39% Dec 2023
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Vertex Planning Partners 90k $2.0M 11% Dec 2023
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Alesco Advisors 90k $2.0M 2% Dec 2023
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Collaborative Wealth Managment 88k $1.9M 55% Dec 2023
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Boltwood Capital Management 86k $1.9M 0% Mar 2024
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Merit Financial Group 85k $1.9M 98% Dec 2023
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Advisor Resource Council 85k $1.9M 100% Dec 2023
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Arden Trust 84k $1.8M -25% Mar 2024
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Royal Bank of Canada 82k $1.8M -1% Dec 2023
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Concord Wealth Partners 72k $1.6M -25% Dec 2023
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Baker Tilly Financial 67k $1.5M 101% Dec 2023
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Northwest Capital Management 65k $1.4M 0% Mar 2024
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Commonwealth Equity Services 64k $1.4M 9% Dec 2023
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Exchange Capital Management 63k $1.4M 0% Mar 2024
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Derbend Asset Management 62k $1.4M 61% Dec 2023
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Bell Investment Advisors 56k $1.2M -2% Dec 2023
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Trilogy Capital 51k $1.1M -6% Mar 2024
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JPL Wealth Management 51k $1.1M 100% Dec 2023
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Fort Point Capital Partners 51k $1.1M 100% Dec 2023
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Strategic Blueprint 51k $1.1M 54% Dec 2023
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Kestra Advisory Services 50k $1.1M 106% Dec 2023
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Financial Advocates Investment Management 49k $1.2M 8% Dec 2023
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ValMark Advisers 48k $1.0M 87% Dec 2023
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Centennial Wealth Advisory 45k $998k -25% Dec 2023
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Dfpg Investments 44k $976k -9% Dec 2023
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Citadel Advisors 44k $976k -86% Dec 2023
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Alliance Wealth Advisors 44k $970k 31% Dec 2023
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Vise Technologies 42k $921k 32% Dec 2023
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Columbus Macro 40k $869k 0% Mar 2024
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Visionary Wealth Advisors 40k $875k -55% Dec 2023
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Benjamin F. Edwards & Company 34k $749k 61% Dec 2023
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Global Retirement Partners 34k $742k 11% Dec 2023
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Wagner Bowman Management 34k $729k -8% Mar 2024
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Wealth Enhancement Advisory Services 33k $710k -37% Mar 2024
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Measured Wealth Private Client Group 31k $682k 13% Mar 2024
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One Wealth Management Investment & Advisory Services 30k $665k 100% Dec 2023
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UBS Group 29k $643k -26% Dec 2023
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Donald L. Hagan 26k $564k -13% Dec 2023
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Householder Group Estate & Retirement Specialist 25k $546k -12% Dec 2023
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Branch Banking & Trust Company 23k $505k 100% Dec 2023
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Apollon Wealth Management 22k $479k 48% Dec 2023
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Wallace Advisory Group 20k $443k 2% Mar 2024
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Advisor Group Holdings 20k $431k 37% Dec 2023
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Private Trust Co Na 19k $426k 31% Dec 2023
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Spire Wealth Management 19k $414k 15% Dec 2023
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Wealthcare Advisory Partners 19k $412k 26% 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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Garrett Investment Advisors 16k $345k -59% Mar 2024
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True North Advisors 16k $340k -95% Mar 2024
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Clear Investment Research 15k $330k 100% Dec 2023
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Next Capital Management 15k $321k 0% Dec 2023
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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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Level Four Advisory Services 13k $279k 9% Dec 2023
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National Asset Management 13k $279k 100% Dec 2023
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RFG Advisory 13k $271k -44% Mar 2024
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ICA Group Wealth Management 12k $268k 12% Dec 2023
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Vectors Research Management 12k $254k -17% Dec 2023
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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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Raymond James & Associates 11k $232k -20% Dec 2023
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Lincoln Capital 10k $227k 1% Mar 2024
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Bartlett & Co. 10k $229k 100% Dec 2023
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Bartlett & Co. Wealth Management 10k $229k 100% Dec 2023
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CI Private Wealth 10k $227k 0% Dec 2023
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Acorn Wealth Advisors 9.8k $216k -2% Dec 2023
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Courier Capital Corp 9.4k $205k -18% Mar 2024
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Snider Financial Group 9.1k $202k 100% Dec 2023
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Pathstone Holdings 9.1k $202k 100% Dec 2023
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Sachetta 8.6k $190k 100% Dec 2023
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Proequities 6.1k $136M -6% Dec 2023
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Hexagon Capital Partners 5.0k $108k 29% Mar 2024
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Creative Financial Designs 3.5k $78k 549% Dec 2023
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Advisory Services Network 3.2k $71k 100% Dec 2023
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Tennessee Valley Asset Management Partners 3.0k $66k 100% Dec 2023
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Benjamin Edwards 2.6k $58k 16% Dec 2023
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Us Bancorp 2.5k $55k 9% Dec 2023
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Fifth Third Bancorp 2.1k $46k 100% Dec 2023
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Principal Securities 2.0k $45k 100% Dec 2023
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Financial Advisory Service 2.0k $44k -68% Dec 2023
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Capital Investment Advisory Services 1.8k $40k 2795% Dec 2023
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Sandy Spring Bank 1.7k $39k 0% Dec 2023
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Old Second Wealth Management 1.7k $38k 0% Dec 2023
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Gradient Investments 1.1k $25k -72% Dec 2023
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Northwest Financial Advisors 1.1k $24k 100% Dec 2023
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Farther Finance Advisors 945.00 $21k 154% Dec 2023
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Salem Investment Counselors 897.00 $20k 100% Mar 2024
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VisionPoint Advisory Group 888.00 $20k 100% Dec 2023
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IFP Advisors 725.00 $16k 0% Dec 2023
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TD Capital Management 533.00 $12k 1% Dec 2023
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Citigroup 500.00 $11k 0% Dec 2023
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Oliver Lagore Vanvalin Investment Group 410.00 $9.0k -62% Dec 2023
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Cambridge Trust Company 400.00 $8.8k 0% Dec 2023
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Horizon Bancorp 377.00 $8.0k -33% Dec 2023
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Team Financial Group 278.00 $6.1k 1% Dec 2023
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Steward Partners Investment Advisory 269.00 $5.9k -70% Dec 2023
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Pnc Financial Services 9.00 $198.999900 -99% Dec 2023
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Who sold out of SPDR Barclays Capital Mortgage Back ETF?

Fund or Company Name Date Sold Shares Held Valued At
Cantor Fitzgerald, L. P. Sep 2023 532k $11M
Hibernia Wealth Partners Sep 2023 468k $9.7M
Jane Street Sep 2023 457k $9.5M
Allen Capital Group Dec 2023 133k $2.9M
Telemus Capital Sep 2023 21k $441k
Security Financial Services Dec 2023 18k $402k
Cornell Pochily Investment Advisors Sep 2023 15k $321k
Spinnaker Investment Group Sep 2023 15k $308k
Cullen Frost Bankers Sep 2023 13k $271k
Fisher Investments Sep 2023 13k $260k
Atria Wealth Solutions Sep 2023 9.7k $202k
Coastal Investment Advisors Sep 2023 3.2k $70k