We are live on ! Find out more
SPMB icon

State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

210 hedge funds and large institutions have $5.46B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 66

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

7% more capital invested

Capital invested by funds: $5.08B → $5.46B (+$376M)

1% more funds holding

Funds holding: 208 → 210 (+2)

0.05% less ownership

Funds ownership: 97.82% → 97.77% (-0.05%)

13% less funds holding in top 10

Funds holding in top 10: 15 → 13 (-2)

Holders
210
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.02%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
31
Increased
90
Reduced
66
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$75.5M
2
BEI
Benjamin Edwards Inc
Missouri
+$40.2M
3
LPL Financial
LPL Financial
California
+$33.7M
4
State Street
State Street
Massachusetts
+$31.3M
5
LJAC
L.J. Altfest & Co
New York
+$14.4M

Top Sellers

Rank Fund Capital Flow
1
CFG
Carr Financial Group
Massachusetts
-$8.21M
2
APA
Astoria Portfolio Advisors
New York
-$8.17M
3
JP Morgan Chase
JP Morgan Chase
New York
-$6.97M
4
Stifel Financial
Stifel Financial
Missouri
-$6.8M
5
AWM
AE Wealth Management
Kansas
-$5.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$3.94M -$431K -19,414 -10%
SHJ
52
Sharkey, Howes & Javer
Colorado
$3.61M +$130K +5,840 +4%
AWM
53
AE Wealth Management
Kansas
$3.51M -$5.08M -228,578 -59%
RFN
54
Redwood Financial Network
Ohio
$3.38M -$193K -8,679 -5%
Fisher Asset Management
55
Fisher Asset Management
Washington
$3.34M -$182K -8,181 -5%
WWG
56
West Wealth Group
California
$3.34M +$3.29M +148,357 New
KIM
57
Kestra Investment Management
Texas
$3.26M +$3.21M +144,495 New
VPP
58
Vertex Planning Partners
Illinois
$3.09M -$34K -1,531 -1%
EB
59
Eastern Bank
Massachusetts
$3.09M -$41K -1,844 -1%
SWM
60
Seed Wealth Management
Illinois
$3.04M – – –
WA
61
Waverly Advisors
Alabama
$2.99M +$843K +37,958 +40%
HGA
62
Hobbs Group Advisors
South Carolina
$2.92M -$1.83M -82,357 -39%
UCFA
63
United Capital Financial Advisors
Texas
$2.79M -$271K -12,193 -9%
GC
64
Guidance Capital
Kentucky
$2.68M +$311K +14,025 +13%
Citadel Advisors
65
Citadel Advisors
Florida
$2.66M +$2M +89,948 +319%
DAS
66
Dynamic Advisor Solutions
Arizona
$2.66M -$175K -7,902 -6%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$2.65M +$2.47M +111,262 +1,697%
KFGK
68
Keystone Financial Group (Kentucky)
Kentucky
$2.64M +$2.61M +117,371 New
IWC
69
Integrated Wealth Concepts
Massachusetts
$2.6M +$206K +9,287 +9%
HBS
70
Howard Bailey Securities
Indiana
$2.41M +$2.38M +107,180 New
SWA
71
Stratos Wealth Advisors
Ohio
$2.34M +$2.07M +93,222 +864%
BCM
72
Boltwood Capital Management
California
$2.22M +$44 +2 +0%
WCWM
73
Willow Creek Wealth Management
California
$2.09M -$5.22K -235 -0.3%
AA
74
Alesco Advisors
New York
$2.07M – – –
WWM
75
Western Wealth Management
Colorado
$2.07M -$1.88M -84,536 -48%
1 2
3
4 5

SPMB Hedge Fund Activity: Q3 2024 in Review

210 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q3 2024, worth a combined $5.46B — up 7.4% from $5.08B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SPMB positions and 27 closed out — a net gain of 4 holders — while 90 added to existing stakes and 66 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $75.5M. The largest seller was Carr Financial Group, cutting an estimated $8.21M.

  • 210 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q3 2024, up from 208 in Q2 2024.
  • Funds reported $5.46B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q3 2024, up 7.4% quarter-over-quarter.
  • 31 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q3 2024 and 27 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q3 2024 was Financial Engines Advisors, an estimated $75.5M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q3 2024 was Carr Financial Group, an estimated $8.21M sold.

Based on aggregated 13F filings for Q3 2024.