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State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

224 hedge funds and large institutions have $5.61B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

91% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 55

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

7% more funds holding

Funds holding: 210 → 224 (+14)

1.91% more ownership

Funds ownership: 97.77% → 99.68% (+1.9%)

3% more capital invested

Capital invested by funds: $5.46B → $5.61B (+$157M)

Holders
224
Holders Change
+14
Holders Change %
+6.67%
% of All Funds
2.95%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.18%
New
38
Increased
105
Reduced
55
Closed
18
Calls
$119K
Puts
–
Net Calls
+$119K
Net Calls Change
+$119K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$145M
2
Stifel Financial
Stifel Financial
Missouri
+$60M
3
BEI
Benjamin Edwards Inc
Missouri
+$50.1M
4
LPL Financial
LPL Financial
California
+$25.8M
5
CIM
Confluence Investment Management
Missouri
+$25.3M

Top Sellers

1
State Street
State Street
Massachusetts
-$13.9M
2
PAG
Private Advisor Group
New Jersey
-$7.97M
3
KW
KWB Wealth
California
-$5.21M
4
AWM
AE Wealth Management
Kansas
-$2.53M
5
SWA
Stratos Wealth Advisors
Ohio
-$1.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
51
TS Financial Group (TSFG)
Illinois
$5.08M +$420K +19,184 +9%
MA
52
Mutual Advisors
Nebraska
$4.66M -$856K -39,073 -15%
USCWA
53
U.S. Capital Wealth Advisors
Texas
$4.59M +$158K +7,221 +4%
PWG
54
Portside Wealth Group
Utah
$4.53M +$275K +12,553 +6%
DA
55
Detalus Advisors
Missouri
$4.52M +$24.5K +1,119 +0.5%
KAS
56
Kestra Advisory Services
Texas
$4.15M +$393K +17,931 +10%
SHJ
57
Sharkey, Howes & Javer
Colorado
$3.99M +$551K +25,160 +16%
Fisher Asset Management
58
Fisher Asset Management
Washington
$3.71M +$520K +23,728 +16%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$3.61M +$1.09M +49,554 +42%
WWG
60
West Wealth Group
California
$3.51M +$313K +14,302 +10%
KIM
61
Kestra Investment Management
Texas
$3.26M +$151K +6,895 +5%
WA
62
Waverly Advisors
Alabama
$3.12M +$259K +11,831 +9%
SWM
63
Seed Wealth Management
Illinois
$3.08M +$172K +7,870 +6%
GLA
64
Good Life Advisors
Pennsylvania
$3.07M +$2.14M +97,820 +220%
VPP
65
Vertex Planning Partners
Illinois
$3.02M +$68.6K +3,134 +2%
EB
66
Eastern Bank
Massachusetts
$2.95M – – –
Raymond James Financial
67
Raymond James Financial
Florida
$2.94M +$2.99M +136,510 New
KFGK
68
Keystone Financial Group (Kentucky)
Kentucky
$2.76M +$235K +10,731 +9%
RFN
69
Redwood Financial Network
Ohio
$2.66M -$583K -26,623 -18%
WWM
70
Western Wealth Management
Colorado
$2.63M +$663K +30,254 +33%
EFG
71
Ehrlich Financial Group
California
$2.6M +$2.64M +120,488 New
VWA
72
Visionary Wealth Advisors
Illinois
$2.57M +$2.02M +92,316 +341%
HBS
73
Howard Bailey Securities
Indiana
$2.56M +$252K +11,516 +11%
IWC
74
Integrated Wealth Concepts
Massachusetts
$2.54M +$49.8K +2,276 +2%
SIM
75
Synergy Investment Management
Florida
$2.54M +$2.58M +117,682 New
1 2
3
4 5

SPMB Hedge Fund Activity: Q4 2024 in Review

224 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q4 2024, worth a combined $5.61B — up 2.9% from $5.46B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SPMB positions and 18 closed out — a net gain of 20 holders — while 105 added to existing stakes and 55 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $145M. The largest seller was State Street, cutting an estimated $13.9M.

  • 224 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q4 2024, up from 210 in Q3 2024.
  • Funds reported $5.61B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q4 2024, up 2.9% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q4 2024 and 18 closed out, a net change of +20 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q4 2024 was Financial Engines Advisors, an estimated $145M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q4 2024 was State Street, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2024.