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State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

224 hedge funds and large institutions have $5.61B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

91% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 55

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

7% more funds holding

Funds holding: 210 → 224 (+14)

1.91% more ownership

Funds ownership: 97.77% → 99.68% (+1.9%)

3% more capital invested

Capital invested by funds: $5.46B → $5.61B (+$157M)

Holders
224
Holders Change
+14
Holders Change %
+6.67%
% of All Funds
2.95%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.18%
New
38
Increased
105
Reduced
55
Closed
18
Calls
$119K
Puts
–
Net Calls
+$119K
Net Calls Change
+$119K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$145M
2
Stifel Financial
Stifel Financial
Missouri
+$60M
3
BEI
Benjamin Edwards Inc
Missouri
+$50.1M
4
LPL Financial
LPL Financial
California
+$25.8M
5
CIM
Confluence Investment Management
Missouri
+$25.3M

Top Sellers

1
State Street
State Street
Massachusetts
-$13.9M
2
PAG
Private Advisor Group
New Jersey
-$7.97M
3
KW
KWB Wealth
California
-$5.21M
4
AWM
AE Wealth Management
Kansas
-$2.53M
5
SWA
Stratos Wealth Advisors
Ohio
-$1.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$9 -$66.4K -3,033 Closed
SIM
227
Stratos Investment Management
Ohio
– -$1.58M -70,287 Closed
OMC
228
Old Mission Capital
Illinois
– -$1.46M -64,897 Closed
Jane Street
229
Jane Street
New York
– -$1.42M -62,978 Closed
NA
230
NewEdge Advisors
Louisiana
– -$302K -13,390 Closed
KWA
231
Kingswood Wealth Advisors
California
– -$263K -11,662 Closed
Renaissance Technologies
232
Renaissance Technologies
New York
– -$237K -10,538 Closed
GS
233
GTS Securities
New York
– -$235K -10,415 Closed
AAM
234
Advisors Asset Management
Colorado
– -$112K -4,954 Closed
BTI
235
Blue Trust Inc
Georgia
– -$68.4K -3,171 Closed
JIP
236
Jaffetilchin Investment Partners
Florida
– -$50.1K -2,226 Closed
VAMG
237
Voisard Asset Management Group
Michigan
– -$30.3K -1,344 Closed
ADL
238
Asset Dedication LLC
California
– -$25.5K -1,131 Closed
UCI
239
Uncommon Cents Investing
Wisconsin
– -$22.4K -994 Closed
TCM
240
TD Capital Management
Tennessee
– -$11.9K -545 Closed
SIS
241
Sound Income Strategies
Florida
– -$7.49K -333 Closed
BNP Paribas Financial Markets
242
BNP Paribas Financial Markets
France
– -$1.26K -56 Closed
GSEP
243
Golden State Equity Partners
California
– -$22 -1 Closed
6 7 8 9
10

SPMB Hedge Fund Activity: Q4 2024 in Review

224 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q4 2024, worth a combined $5.61B — up 2.9% from $5.46B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SPMB positions and 18 closed out — a net gain of 20 holders — while 105 added to existing stakes and 55 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $145M. The largest seller was State Street, cutting an estimated $13.9M.

  • 224 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q4 2024, up from 210 in Q3 2024.
  • Funds reported $5.61B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q4 2024, up 2.9% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q4 2024 and 18 closed out, a net change of +20 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q4 2024 was Financial Engines Advisors, an estimated $145M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q4 2024 was State Street, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2024.