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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
UCFA
76
United Capital Financial Advisors
Texas
$2.53M -$144K -6,579 -5%
DAS
77
Dynamic Advisor Solutions
Arizona
$2.46M -$81.4K -3,719 -3%
Cerity Partners
78
Cerity Partners
New York
$2.31M +$2.35M +107,294 New
VA
79
Valmark Advisers
Ohio
$2.29M +$1.25M +57,063 +116%
BCM
80
Boltwood Capital Management
California
$2.12M -$2.19K -100 -0.1%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$2.12M +$957K +43,718 +80%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$2.03M +$2.06M +94,237 New
AA
83
Alesco Advisors
New York
$2.02M +$45.2K +2,065 +2%
WCWM
84
Willow Creek Wealth Management
California
$1.99M -$7.03K -321 -0.3%
CCA
85
Cobblestone Capital Advisors
New York
$1.97M +$343K +15,645 +21%
HGA
86
Hobbs Group Advisors
South Carolina
$1.92M -$890K -40,643 -31%
AI
87
Atria Investments
North Carolina
$1.89M +$1.08M +49,355 +128%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$1.86M +$163K +7,447 +9%
GWSG
89
GPS Wealth Strategies Group
Colorado
$1.78M -$92.7K -4,235 -5%
GIA
90
Gladstone Institutional Advisory
Florida
$1.73M +$273K +12,469 +18%
MFG
91
Merit Financial Group
Georgia
$1.66M -$183K -8,361 -10%
OFG
92
OmniStar Financial Group
North Carolina
$1.57M -$38.3K -1,747 -2%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$1.54M +$303K +13,842 +24%
DAS
94
Diversify Advisory Services
Utah
$1.53M -$67.6K -3,089 -4%
GRP
95
Global Retirement Partners
California
$1.32M +$159K +7,239 +13%
GC
96
Guidance Capital
Kentucky
$1.31M -$1.32M -60,158 -50%
FPCP
97
Fort Point Capital Partners
California
$1.28M +$443K +20,219 +52%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$1.27M -$2.37K -108 -0.2%
GFG
99
Goldstone Financial Group
Illinois
$1.26M +$569K +25,996 +81%
MWM
100
Meridian Wealth Management
Kentucky
$1.24M -$398K -18,197 -24%
2 3
4
5 6

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.