We are live on ! Find out more
SPMB icon

State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

195 hedge funds and large institutions have $4.67B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

30,900% more call options, than puts

Call options by funds: $620K | Put options by funds: $2K

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

14% more funds holding

Funds holding: 171 → 195 (+24)

11% more capital invested

Capital invested by funds: $4.22B → $4.67B (+$455M)

3% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 67

0.19% more ownership

Funds ownership: 97.25% → 97.43% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

Holders
195
Holders Change
+24
Holders Change %
+14.04%
% of All Funds
2.84%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
47
Increased
69
Reduced
67
Closed
22
Calls
$620K
Puts
$2K
Net Calls
+$618K
Net Calls Change
+$308K

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$49.9M
2
Morgan Stanley
Morgan Stanley
New York
+$38.6M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$27.3M
4
TC
TownSquare Capital
Utah
+$19.9M
5
LPL Financial
LPL Financial
California
+$15.6M

Top Sellers

Rank Fund Capital Flow
1
CA
CGN Advisors
Kansas
-$22.7M
2
UCFA
United Capital Financial Advisors
Texas
-$12.9M
3
CF
Cantor Fitzgerald
New York
-$11.1M
4
HWP
Hibernia Wealth Partners
Louisiana
-$9.73M
5
Jane Street
Jane Street
New York
-$9.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$3.14M +$342K +16,252 +13%
MWM
52
Meridian Wealth Management
Kentucky
$3.12M +$2.97M +141,311 New
EB
53
Eastern Bank
Massachusetts
$3.08M +$2.93M +139,528 New
ACG
54
Allen Capital Group
Nebraska
$2.94M +$420K +19,978 +18%
WWM
55
Western Wealth Management
Colorado
$2.9M +$1.87M +89,151 +212%
DAS
56
Dynamic Advisor Solutions
Arizona
$2.86M +$2.76M +131,113 New
DA
57
Detalus Advisors
Missouri
$2.66M +$125K +5,937 +5%
AT
58
Arden Trust
Delaware
$2.45M +$311K +14,785 +15%
JIP
59
Jaffetilchin Investment Partners
Florida
$2.45M +$2.33M +110,953 New
WCWM
60
Willow Creek Wealth Management
California
$2.38M -$181K -8,587 -7%
SHJ
61
Sharkey, Howes & Javer
Colorado
$2.29M -$46.3K -2,204 -2%
KFGK
62
Keystone Financial Group (Kentucky)
Kentucky
$2.22M +$89.1K +4,240 +4%
GWSG
63
GPS Wealth Strategies Group
Colorado
$2.13M -$1.31M -62,112 -39%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$2.01M +$620K +29,495 +48%
SWM
65
Seed Wealth Management
Illinois
$2M +$1.91M +90,930 New
VPP
66
Vertex Planning Partners
Illinois
$1.99M +$194K +9,224 +11%
AA
67
Alesco Advisors
New York
$1.99M +$39.1K +1,860 +2%
CWM
68
Collaborative Wealth Management
Florida
$1.94M +$660K +31,399 +55%
BCM
69
Boltwood Capital Management
California
$1.89M +$939K +44,650 +109%
MFG
70
Merit Financial Group
Georgia
$1.88M +$889K +42,302 +98%
ARC
71
Advisor Resource Council
Texas
$1.88M +$1.79M +84,963 New
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$1.8M -$13.5K -641 -0.8%
CICC
73
Capital Investment Counsel (Colorado)
Colorado
$1.75M +$1.67M +79,402 New
CWP
74
Concord Wealth Partners
Virginia
$1.59M -$511K -24,299 -25%
GC
75
Guidance Capital
Kentucky
$1.53M -$429K -20,419 -23%
1 2
3
4 5

SPMB Hedge Fund Activity: Q4 2023 in Review

195 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q4 2023, worth a combined $4.67B — up 11% from $4.22B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SPMB positions and 22 closed out — a net gain of 25 holders — while 69 added to existing stakes and 67 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $49.9M. The largest seller was CGN Advisors, cutting an estimated $22.7M.

  • 195 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q4 2023, up from 171 in Q3 2023.
  • Funds reported $4.67B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 47 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q4 2023 and 22 closed out, a net change of +25 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q4 2023 was Financial Engines Advisors, an estimated $49.9M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q4 2023 was CGN Advisors, an estimated $22.7M sold.

Based on aggregated 13F filings for Q4 2023.