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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
GWSG
76
GPS Wealth Strategies Group
Colorado
$1.92M -$152K -7,102 -7%
AT
77
Arden Trust
Delaware
$1.82M +$11.6K +541 +0.6%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$1.79M +$196K +9,168 +12%
MFG
79
Merit Financial Group
Georgia
$1.71M +$122K +5,706 +8%
CCA
80
Cobblestone Capital Advisors
New York
$1.68M +$1.67M +77,910 New
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$1.61M -$20.7K -969 -1%
RCS
82
Retirement Capital Strategies
California
$1.43M -$1.62M -75,718 -53%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$1.39M -$259K -12,131 -16%
ECM
84
Exchange Capital Management
Michigan
$1.34M -$10.7K -500 -0.8%
GIA
85
Gladstone Institutional Advisory
Florida
$1.31M +$838K +39,195 +183%
CWA
86
Centennial Wealth Advisory
Michigan
$1.29M +$34.5K +1,612 +3%
OFG
87
OmniStar Financial Group
North Carolina
$1.29M +$19.5K +912 +2%
Jane Street
88
Jane Street
New York
$1.25M -$259K -12,099 -17%
DAS
89
Diversify Advisory Services
Utah
$1.22M -$289K -13,500 -19%
Wells Fargo
90
Wells Fargo
California
$1.18M -$178K -8,344 -13%
BIA
91
Bell Investment Advisors
California
$1.16M -$6.35K -297 -0.6%
VA
92
Valmark Advisers
Ohio
$1.08M -$7.57K -354 -0.7%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$1.06M +$105K +4,900 +11%
GRP
94
Global Retirement Partners
California
$1.05M +$259K +12,118 +33%
FPCP
95
Fort Point Capital Partners
California
$1.05M +$82.7K +3,867 +9%
TC
96
Trilogy Capital
California
$995K -$111K -5,195 -10%
AWAU
97
Alliance Wealth Advisors (Utah)
Utah
$969K -$34.6K -1,618 -3%
FNWA
98
Financial Network Wealth Advisors
Utah
$962K -$175K -8,195 -16%
AI
99
Atria Investments
North Carolina
$911K +$903K +42,252 New
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$907K +$200K +9,359 +29%

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.