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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
PA
126
PFG Advisors
Arizona
$602K +$157K +7,189 +35%
WA
127
WBH Advisory
Maryland
$584K +$153 +7 +0%
CFAM
128
Center For Asset Management
Florida
$563K -$13.8K -631 -2%
UBS Group
129
UBS Group
Switzerland
$552K +$27.2K +1,244 +5%
CFG
130
Carr Financial Group
Massachusetts
$540K -$1.13M -51,559 -67%
PTC
131
Private Trust Company
Ohio
$510K +$27.2K +1,244 +6%
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$509K +$26.2K +1,195 +5%
BTWM
133
Baker Tilly Wealth Management
Wisconsin
$493K -$55.4K -2,528 -10%
JWM
134
JPL Wealth Management
Colorado
$487K +$495K +22,599 New
CWM
135
Congress Wealth Management
Massachusetts
$481K +$80.8K +3,691 +20%
AWM
136
Alterna Wealth Management
Texas
$475K +$281K +12,816 +139%
AWS
137
Atria Wealth Solutions
New York
$474K +$73.8K +3,368 +18%
VT
138
Vise Technologies
New York
$473K -$21.7K -989 -4%
PIA
139
Perennial Investment Advisors
California
$468K +$109K +5,000 +30%
AG
140
Ascent Group
Virginia
$459K -$30.8K -1,407 -6%
WAG
141
Wallace Advisory Group
California
$433K -$14.4K -656 -3%
Creative Planning
142
Creative Planning
Kansas
$430K +$437K +19,943 New
AWM
143
Apollon Wealth Management
South Carolina
$405K -$47K -2,146 -10%
GWM
144
GK Wealth Management
Nevada
$385K +$391K +17,844 New
FNWA
145
Financial Network Wealth Advisors
Utah
$354K -$578K -26,392 -62%
GSWM
146
Golden State Wealth Management
California
$349K +$354K +16,186 New
P
147
&Partners
Tennessee
$349K +$355K +16,231 New
SWA
148
Stratos Wealth Advisors
Ohio
$345K -$1.93M -87,992 -85%
MWM
149
Modera Wealth Management
New Jersey
$323K – – –
FM
150
Foster & Motley
Ohio
$321K – – –
4 5
6
7 8

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.