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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
RIA
176
Realta Investment Advisors
Delaware
$36.7K -$27.7K -1,297 -43%
RFS
177
Richardson Financial Services
Massachusetts
$36.3K +$1.33K +62 +4%
FFA
178
Farther Finance Advisors
California
$36.1K -$195K -9,117 -84%
CAS
179
Coppell Advisory Solutions
Texas
$35.3K +$35K +1,637 New
ATPW
180
Ashton Thomas Private Wealth
Arizona
$34.1K +$33.8K +1,579 New
Fidelity Investments
181
Fidelity Investments
Massachusetts
$33.8K -$128K -6,004 -79%
CA
182
CoreCap Advisors
Michigan
$30.9K
S
183
Sachetta
Massachusetts
$30K -$154K -7,218 -84%
ACA
184
Aptus Capital Advisors
Alabama
$28.7K +$684 +32 +2%
GFPC
185
Global Financial Private Client
Florida
$24.3K
SIC
186
Salem Investment Counselors
North Carolina
$19.3K
VAG
187
VisionPoint Advisory Group
Texas
$19.2K
IA
188
IFP Advisors
Florida
$15.6K
GWANC
189
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.5K +$107 +5 +0.8%
TCM
190
TD Capital Management
Tennessee
$11.7K +$86 +4 +0.7%
Citigroup
191
Citigroup
New York
$10.8K
CP
192
Camelot Portfolios
Ohio
$10.8K +$10.7K +500 New
CA
193
Crewe Advisors
Utah
$10.8K
William Blair & Company
194
William Blair & Company
Illinois
$8.26K +$4.55K +213 +125%
PS
195
Principal Securities
Iowa
$7.81K -$1.65K -77 -18%
SS
196
Sunbelt Securities
Texas
$5.22K
TRCT
197
Tower Research Capital (TRC)
New York
$5.16K
HI
198
Harbour Investments
Wisconsin
$4.86K
Jones Financial Companies
199
Jones Financial Companies
Missouri
$4.27K +$4.23K +198 New
SPIA
200
Steward Partners Investment Advisory
New York
$3K

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.