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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$49.9M |
| 2 |
Morgan Stanley
New York
|
+$38.6M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$27.3M |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
+$19.9M |
| 5 |
LPL Financial
San Diego,
California
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$22.7M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$12.9M |
| 3 |
CF
Cantor Fitzgerald
New York
|
-$11.1M |
| 4 |
HWP
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
-$9.73M |
| 5 |
Jane Street
New York
|
-$9.5M |
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.