State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
171 hedge funds and large institutions have $4.22B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 30 closing their positions.
226% more call options, than puts
Call options by funds: $447K | Put options by funds: $137K
25% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 56
0.82% more ownership
Funds ownership: 96.42% → 97.25% (+0.82%)
0% less capital invested
Capital invested by funds: $4.22B → $4.22B (-$1.36M)
4% less funds holding
Funds holding: 178 → 171 (-7)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
23% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$173M |
| 2 |
LPL Financial
San Diego,
California
|
+$25.8M |
| 3 |
JP Morgan Chase
New York
|
+$22.7M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$6.39M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$6.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$13.1M |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$10.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$6.9M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.38M |
| 5 |
SWM
Scissortail Wealth Management
Tulsa,
Oklahoma
|
-$5.96M |
SPMB Hedge Fund Activity: Q3 2023 in Review
171 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q3 2023, worth a combined $4.22B — down 0.03% from $4.22B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of SPMB and 23 opened new positions — a net loss of 7 holders — while 56 trimmed existing stakes and 70 added.
The largest buyer was Financial Engines Advisors, adding an estimated $173M. The largest seller was Great Valley Advisor Group, exiting entirely with an estimated $13.1M sold.
- 171 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q3 2023, down from 178 in Q2 2023.
- Funds reported $4.22B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q3 2023, down 0.03% quarter-over-quarter.
- 23 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q3 2023 and 30 closed out, a net change of -7 holders.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q3 2023 was Financial Engines Advisors, an estimated $173M added.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q3 2023 was Great Valley Advisor Group, an estimated $13.1M sold.
Based on aggregated 13F filings for Q3 2023.