State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
177 hedge funds and large institutions have $4.22B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 53 reducing their positions, and 19 closing their positions.
63% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 19
36% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 53
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
6% more funds holding
Funds holding: 167 → 177 (+10)
4% more capital invested
Capital invested by funds: $4.05B → $4.22B (+$176M)
0.18% more ownership
Funds ownership: 96.24% → 96.42% (+0.18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$157M |
| 2 |
LPL Financial
San Diego,
California
|
+$34.3M |
| 3 |
State Street
Boston,
Massachusetts
|
+$11.5M |
| 4 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$10.4M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$9.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$39.4M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$34.2M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$12.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.01M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2M |
SPMB Hedge Fund Activity: Q2 2023 in Review
177 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q2 2023, worth a combined $4.22B — up 4.3% from $4.05B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SPMB positions and 19 closed out — a net gain of 12 holders — while 72 added to existing stakes and 53 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $157M. The largest seller was Jane Street, cutting an estimated $39.4M.
- 177 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q2 2023, up from 167 in Q1 2023.
- Funds reported $4.22B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q2 2023, up 4.3% quarter-over-quarter.
- 31 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q2 2023 and 19 closed out, a net change of +12 holders.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q2 2023 was Financial Engines Advisors, an estimated $157M added.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q2 2023 was Jane Street, an estimated $39.4M sold.
Based on aggregated 13F filings for Q2 2023.