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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
TAM
201
Tucker Asset Management
Colorado
$2.31K +$2.29K +107 New
CA
202
Continuum Advisory
Idaho
$2.27K
ACM
203
Anfield Capital Management
California
$2.24K
FCAS
204
First Command Advisory Services
Texas
$2.01K +$1.99K +93 New
FFA
205
Founders Financial Alliance
North Carolina
$1.81K
BTI
206
Blue Trust Inc
Georgia
$1.74K
AWM
207
Avior Wealth Management
Nebraska
$1.45K
VFA
208
Values First Advisors
Tennessee
$280
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$194 -$1.5K -70 -89%
FFM
210
Forum Financial Management
Illinois
-$7.81M -359,515 Closed
KFGK
211
Keystone Financial Group (Kentucky)
Kentucky
-$2.57M -118,137 Closed
JWM
212
JPL Wealth Management
Colorado
-$990K -45,584 Closed
SAG
213
SageView Advisory Group
California
-$1.39M -45,071 Closed
IGWM
214
ICA Group Wealth Management
Colorado
-$450K -20,729 Closed
CA
215
CGN Advisors
Kansas
-$345K -15,887 Closed
RT
216
Rockland Trust
Massachusetts
-$299K -13,757 Closed
RA
217
RFG Advisory
Alabama
-$271K -12,484 Closed
FIA
218
Foundations Investment Advisors
Arizona
-$270K -12,449 Closed
Corient Private Wealth
219
Corient Private Wealth
Florida
-$231K -10,642 Closed
CC
220
Courier Capital
New York
-$205K -9,436 Closed
SFG
221
Snider Financial Group
Washington
-$201K -9,238 Closed
EWA
222
EP Wealth Advisors
California
-$136K -6,243 Closed
VWM
223
Venturi Wealth Management
Texas
-$120K -5,546 Closed
NB
224
NBT Bank
New York
-$26.8K -1,234 Closed
CFGS
225
Concourse Financial Group Securities
Alabama
-$9.75K -456 Closed

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.