State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
209 hedge funds and large institutions have $4.89B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 87 increasing their positions, 58 reducing their positions, and 24 closing their positions.
67% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 24
50% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 58
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
7% more funds holding
Funds holding: 195 → 209 (+14)
5% more capital invested
Capital invested by funds: $4.67B → $4.89B (+$220M)
0.46% less ownership
Funds ownership: 97.43% → 96.98% (-0.46%)
58% less call options, than puts
Call options by funds: $630K | Put options by funds: $1.51M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$145M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$32.8M |
| 3 |
AssetMark Inc
Concord,
California
|
+$30.9M |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$19.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$37.9M |
| 2 |
HCC
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
-$30.9M |
| 3 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$10.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$9.74M |
| 5 |
TNA
True North Advisors
Dallas,
Texas
|
-$6.81M |
SPMB Hedge Fund Activity: Q1 2024 in Review
209 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q1 2024, worth a combined $4.89B — up 4.7% from $4.67B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SPMB positions and 24 closed out — a net gain of 16 holders — while 87 added to existing stakes and 58 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $145M. The largest seller was Morgan Stanley, cutting an estimated $37.9M.
- 209 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q1 2024, up from 195 in Q4 2023.
- Funds reported $4.89B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q1 2024, up 4.7% quarter-over-quarter.
- 40 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q1 2024 and 24 closed out, a net change of +16 holders.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q1 2024 was Financial Engines Advisors, an estimated $145M added.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $37.9M sold.
Based on aggregated 13F filings for Q1 2024.