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State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

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: 13 → 15 (+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: 209 → 208 (-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

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$116M
2
Stifel Financial
Stifel Financial
Missouri
+$26.7M
3
LPL Financial
LPL Financial
California
+$21.6M
4
BFEC
Benjamin F. Edwards & Company
Missouri
+$20.6M
5
State Street
State Street
Massachusetts
+$11.3M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$13.6M
2
FFM
Forum Financial Management
Illinois
-$7.81M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$6.81M
4
TC
TownSquare Capital
Utah
-$6.01M
5
MOS
MGO One Seven
Ohio
-$5.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
151
Stratos Wealth Advisors
Ohio
$233K -$143K -6,673 -38%
LCC
152
Lincoln Capital Corp
Rhode Island
$232K +$6.88K +322 +3%
Creative Planning
153
Creative Planning
Kansas
$231K +$229K +10,723 New
TWP
154
Triad Wealth Partners
Kansas
$225K +$223K +10,419 New
CAMV
155
Concord Asset Management (Virginia)
Virginia
$224K -$323K -15,111 -59%
OWMIAS
156
One Wealth Management Investment & Advisory Services
Florida
$223K -$88.1K -4,120 -28%
BCWM
157
Bartlett & Co Wealth Management
Ohio
$223K – – –
D
158
Diversified
Delaware
$223K +$1.05K +49 +0.5%
MML Investors Services
159
MML Investors Services
Massachusetts
$221K -$109K -5,105 -33%
Bank of New York Mellon
160
Bank of New York Mellon
New York
$220K +$219K +10,222 New
AWA
161
Acorn Wealth Advisors
Michigan
$211K – – –
AAM
162
Advisors Asset Management
Colorado
$204K -$90.1K -4,214 -31%
GI
163
Gradient Investments
Minnesota
$167K +$144K +6,717 +663%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$141K +$6.2K +290 +5%
HCP
165
Hexagon Capital Partners
Arkansas
$108K +$406 +19 +0.4%
Comerica Bank
166
Comerica Bank
Texas
$87.1K +$81.2K +3,796 +1,569%
MG
167
Mather Group
Illinois
$75.3K +$73.7K +3,449 +17,245%
CFD
168
Creative Financial Designs
Indiana
$61.8K +$17.6K +825 +40%
CTC
169
Central Trust Company
Missouri
$59.4K – – –
AFWM
170
Abich Financial Wealth Management
Virginia
$53K -$458K -21,409 -90%
FWP
171
FAS Wealth Partners
Kansas
$44.7K +$364 +17 +0.8%
US Bancorp
172
US Bancorp
Minnesota
$41K – – –
CIAS
173
Capital Investment Advisory Services
North Carolina
$38.7K – – –
SSB
174
Sandy Spring Bank
Maryland
$37.6K – – –
OSNBOA
175
Old Second National Bank of Aurora
Illinois
$37.2K – – –
5 6
7
8 9

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.