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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
DWM
101
Diversify Wealth Management
Utah
$881K +$844K +39,492 New
CM
102
Columbus Macro
Pennsylvania
$860K -$7.01K -328 -0.8%
NCM
103
Northwest Capital Management
Oregon
$839K -$548K -25,639 -40%
MOS
104
MGO One Seven
Ohio
$838K -$5.03M -235,359 -86%
AF
105
Allworth Financial
California
$827K -$4.71M -220,169 -85%
HGERS
106
Householder Group Estate & Retirement Specialist
Arizona
$816K +$247K +11,544 +44%
FAIM
107
Financial Advocates Investment Management
Washington
$808K +$10.6K +495 +1%
CWP
108
Concord Wealth Partners
Virginia
$767K -$375K -17,525 -33%
SIA
109
Strategic Investment Advisors
Michigan
$747K +$24.4K +1,142 +3%
NG
110
Norden Group
Utah
$717K -$431K -20,152 -38%
MWPCG
111
Measured Wealth Private Client Group
New Hampshire
$655K -$22.8K -1,067 -3%
SB
112
Strategic Blueprint
Georgia
$643K -$452K -21,159 -42%
VWA
113
Visionary Wealth Advisors
Illinois
$629K -$233K -10,893 -27%
IAA
114
Independent Advisor Alliance
North Carolina
$622K +$100K +4,700 +19%
UBS Group
115
UBS Group
Switzerland
$615K -$63K -2,946 -9%
Citadel Advisors
116
Citadel Advisors
Florida
$609K +$576K +26,930 +2,065%
GFG
117
Goldstone Financial Group
Illinois
$593K -$115K -5,368 -16%
WA
118
WBH Advisory
Maryland
$585K -$138K -6,451 -19%
BTWM
119
Baker Tilly Wealth Management
Wisconsin
$574K -$135K -6,307 -19%
OCM
120
One Capital Management
California
$543K +$538K +25,171 New
DLHL
121
Donald L. Hagan LLC
Florida
$535K -$121K -5,639 -19%
Simplex Trading
122
Simplex Trading
Illinois
$520K +$222K +10,389 +76%
VT
123
Vise Technologies
New York
$510K -$155K -7,265 -23%
AG
124
Ascent Group
Virginia
$502K +$14.9K +698 +3%
GLA
125
Good Life Advisors
Pennsylvania
$493K +$489K +22,878 New

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.