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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
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$311K +$11.9K +545 +4%
CWP
152
Concord Wealth Partners
Virginia
$297K -$187K -8,546 -38%
AIM
153
Acropolis Investment Management
Missouri
$295K +$17.1K +780 +6%
LCC
154
Lincoln Capital Corp
Rhode Island
$283K +$51.4K +2,349 +22%
LBC
155
Lowe Brockenbrough & Co
Virginia
$259K – – –
LAS
156
Legacy Advisory Services
Pennsylvania
$252K +$3.53K +161 +1%
DE
157
Diversified Enterprises
Delaware
$250K +$27.7K +1,266 +12%
TNA
158
True North Advisors
Texas
$248K +$252K +11,512 New
CIA
159
Capital Investment Advisors
Georgia
$243K +$7.97K +364 +3%
FIA
160
Foundations Investment Advisors
Arizona
$233K +$237K +10,804 New
SG
161
StoneX Group
New York
$231K +$235K +10,717 New
OWCM
162
One Wealth Capital Management
Arizona
$226K +$229K +10,467 New
BCWM
163
Bartlett & Co Wealth Management
Ohio
$223K – – –
LFAS
164
Level Four Advisory Services
Texas
$218K -$45.6K -2,082 -17%
RCS
165
Retirement Capital Strategies
California
$215K -$1.23M -55,956 -85%
AWA
166
Acorn Wealth Advisors
Michigan
$211K – – –
MML Investors Services
167
MML Investors Services
Massachusetts
$206K +$210K +9,581 New
LA
168
LexAurum Advisors
Kansas
$204K +$208K +9,482 New
HFO
169
Heritage Family Offices
Arizona
$202K – – –
FDW
170
Fourth Dimension Wealth
Ohio
$178K +$181K +8,275 New
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
$156K +$158K +7,238 New
EWA
172
EP Wealth Advisors
California
$151K +$153K +7,005 New
CFD
173
Creative Financial Designs
Indiana
$143K +$92.8K +4,240 +177%
HGERS
174
Householder Group Estate & Retirement Specialist
Arizona
$136K -$706K -32,261 -84%
SWM
175
Spire Wealth Management
Virginia
$109K -$224K -10,217 -67%
5 6
7
8 9

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.