We are live on ! Find out more
SPMB icon

State Street SPDR Portfolio Mortgage Backed Bond ETF

208 hedge funds and large institutions have $5.08B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 76 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

4% more capital invested

Capital invested by funds: $4.89B → $5.08B (+$187M)

0.84% more ownership

Funds ownership: 96.98%97.82% (+0.84%)

0% less funds holding

Funds holding: 209208 (-1)

1% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 77

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $265K

Holders
208
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
3%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
26
Increased
76
Reduced
77
Closed
23
Calls
Puts
$265K
Net Calls
-$265K
Net Calls Change
+$617K
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
26
Carr Financial Group
Massachusetts
$9.63M -$589K -27,526 -6%
BlackRock
27
BlackRock
New York
$9.47M -$13.6M -636,431 -59%
Mariner
28
Mariner
Kansas
$9.11M -$2.5M -116,960 -22%
FHA
29
Flagship Harbor Advisors
Massachusetts
$8.63M +$459K +21,459 +6%
T
30
Tidemark
California
$8.61M +$4.24M +198,362 +99%
EH
31
Equitable Holdings
New York
$8.52M -$3.74M -174,774 -31%
AWM
32
AE Wealth Management
Kansas
$8.3M +$547K +25,598 +7%
SFO
33
Stokes Family Office
Louisiana
$8.29M -$94.1K -4,400 -1%
APA
34
Astoria Portfolio Advisors
New York
$8.17M +$493K +23,037 +6%
GWM
35
Gibbs Wealth Management
Georgia
$7.27M -$815K -38,110 -10%
LGW
36
Leslie Global Wealth
Illinois
$6.98M +$6.92M +323,743 New
CAC
37
Certified Advisory Corp
Florida
$6.88M +$223K +10,433 +3%
SWP
38
Stratos Wealth Partners
Ohio
$6.66M +$80.2K +3,749 +1%
CCA
39
Checchi Capital Advisers
California
$6.49M -$749K -35,034 -10%
CWM
40
Collaborative Wealth Management
Florida
$6.32M +$3.94M +184,327 +170%
KWM
41
Kingsview Wealth Management
Oregon
$6.16M +$83.5K +3,903 +1%
BEI
42
Benjamin Edwards Inc
Missouri
$5.9M +$2.58M +120,705 +79%
CWM
43
Chesapeake Wealth Management
Virginia
$5.68M -$181K -8,442 -3%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$5.31M +$68.6K +3,210 +1%
MA
45
Mutual Advisors
Nebraska
$5.11M -$134K -6,252 -3%
CFIA
46
Cantor Fitzgerald Investment Advisors
New York
$5.03M -$575K -26,897 -10%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$4.81M +$857K +40,086 +22%
Charles Schwab
48
Charles Schwab
California
$4.77M -$261K -12,226 -5%
HGA
49
Hobbs Group Advisors
South Carolina
$4.57M +$4.53M +211,877 New
TFGT
50
TS Financial Group (TSFG)
Illinois
$4.52M +$376K +17,595 +9%

SPMB Hedge Fund Activity: Q2 2024 in Review

208 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q2 2024, worth a combined $5.08B — up 3.8% from $4.89B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SPMB positions and 23 closed out — a net gain of 3 holders — while 76 added to existing stakes and 77 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $116M. The largest seller was BlackRock, cutting an estimated $13.6M.

  • 208 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q2 2024, down from 209 in Q1 2024.
  • Funds reported $5.08B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q2 2024, up 3.8% quarter-over-quarter.
  • 26 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q2 2024 and 23 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q2 2024 was Financial Engines Advisors, an estimated $116M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q2 2024 was BlackRock, an estimated $13.6M sold.

Based on aggregated 13F filings for Q2 2024.