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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
BTWM
76
Baker Tilly Wealth Management
Wisconsin
$1.48M +$707K +33,629 +101%
NCM
77
Northwest Capital Management
Oregon
$1.42M -$41.3K -1,963 -3%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$1.42M +$108K +5,116 +9%
ECM
79
Exchange Capital Management
Michigan
$1.39M -$21.8K -1,035 -2%
DAM
80
Derbend Asset Management
Georgia
$1.37M +$492K +23,399 +61%
BIA
81
Bell Investment Advisors
California
$1.23M -$20.5K -976 -2%
TC
82
Trilogy Capital
California
$1.21M +$46.5K +2,214 +4%
FAIM
83
Financial Advocates Investment Management
Washington
$1.18M +$72.5K +3,446 +8%
FNWA
84
Financial Network Wealth Advisors
Utah
$1.16M +$1.11M +52,605 New
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$1.14M -$372K -17,696 -25%
JWM
86
JPL Wealth Management
Colorado
$1.13M +$1.07M +51,057 New
FPCP
87
Fort Point Capital Partners
California
$1.12M +$1.07M +50,665 New
SB
88
Strategic Blueprint
Georgia
$1.11M +$370K +17,620 +54%
KAS
89
Kestra Advisory Services
Texas
$1.1M +$542K +25,776 +106%
FW
90
FirstPurpose Wealth
Utah
$1.05M -$57.3K -2,725 -5%
VA
91
Valmark Advisers
Ohio
$1.05M +$466K +22,142 +87%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$1.02M +$967K +46,002 New
CWA
93
Centennial Wealth Advisory
Michigan
$998K -$319K -15,178 -25%
DI
94
DFPG Investments
Utah
$975K -$94.4K -4,491 -9%
AWAU
95
Alliance Wealth Advisors (Utah)
Utah
$970K +$219K +10,412 +31%
VT
96
Vise Technologies
New York
$921K +$211K +10,053 +32%
CM
97
Columbus Macro
Pennsylvania
$882K +$841K +40,002 New
VWA
98
Visionary Wealth Advisors
Illinois
$875K -$1.03M -49,034 -55%
CA
99
CGN Advisors
Kansas
$862K -$22.7M -1,077,399 -97%
WA
100
WBH Advisory
Maryland
$806K -$138K -6,554 -15%
2 3
4
5 6

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.