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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
USCWA
51
U.S. Capital Wealth Advisors
Texas
$4.42M +$230K +10,752 +6%
CSPAM
52
Cary Street Partners Asset Management
Virginia
$4.32M +$222K +10,368 +5%
DA
53
Detalus Advisors
Missouri
$4.27M +$226K +10,575 +6%
KAS
54
Kestra Advisory Services
Texas
$4.19M +$979K +45,807 +31%
PWG
55
Portside Wealth Group
Utah
$3.82M -$622K -29,089 -14%
WWM
56
Western Wealth Management
Colorado
$3.8M +$706K +33,015 +23%
RFN
57
Redwood Financial Network
Ohio
$3.43M -$24.8K -1,160 -0.7%
Fisher Asset Management
58
Fisher Asset Management
Washington
$3.38M +$3.1M +145,066 +1,262%
CICC
59
Capital Investment Counsel (Colorado)
Colorado
$3.37M -$79.5K -3,718 -2%
SHJ
60
Sharkey, Howes & Javer
Colorado
$3.33M +$381K +17,839 +13%
EB
61
Eastern Bank
Massachusetts
$2.99M -$15K -701 -0.5%
VPP
62
Vertex Planning Partners
Illinois
$2.99M +$1.05M +49,332 +55%
UCFA
63
United Capital Financial Advisors
Texas
$2.94M -$309K -14,432 -10%
SWM
64
Seed Wealth Management
Illinois
$2.91M +$422K +19,730 +17%
DAS
65
Dynamic Advisor Solutions
Arizona
$2.72M -$124K -5,806 -4%
GC
66
Guidance Capital
Kentucky
$2.36M +$125K +5,864 +6%
IWC
67
Integrated Wealth Concepts
Massachusetts
$2.29M -$104K -4,866 -4%
VWWMG
68
Vermillion & White Wealth Management Group
Pennsylvania
$2.25M +$150K +7,026 +7%
BCM
69
Boltwood Capital Management
California
$2.13M +$277K +12,961 +15%
WA
70
Waverly Advisors
Alabama
$2.05M +$2.03M +94,898 New
MWM
71
Meridian Wealth Management
Kentucky
$2.02M +$2M +93,753 New
WCWM
72
Willow Creek Wealth Management
California
$2M -$323K -15,107 -14%
OMC
73
Old Mission Capital
Illinois
$1.99M -$491K -22,955 -20%
PCIA
74
Prime Capital Investment Advisors
Kansas
$1.98M -$6.81M -318,507 -78%
AA
75
Alesco Advisors
New York
$1.98M +$38.1K +1,780 +2%

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.