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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.73B +$116M +5,432,306 +3%
LPL Financial
2
LPL Financial
California
$228M +$21.6M +1,012,306 +11%
TC
3
TownSquare Capital
Utah
$110M -$6.01M -281,114 -5%
State Street
4
State Street
Massachusetts
$78.6M +$11.3M +528,951 +17%
Stifel Financial
5
Stifel Financial
Missouri
$66.4M +$26.7M +1,250,602 +68%
CIM
6
Confluence Investment Management
Missouri
$62.6M +$6.84M +319,973 +12%
Bank of America
7
Bank of America
North Carolina
$44M +$1.4M +65,623 +3%
Ameriprise
8
Ameriprise
Minnesota
$43.4M +$4.39M +205,508 +11%
BFEC
9
Benjamin F. Edwards & Company
Missouri
$40.9M +$20.6M +961,090 +103%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$37.1M +$4.26M +199,275 +13%
JP Morgan Chase
11
JP Morgan Chase
New York
$36.9M +$4.01M +187,447 +12%
ZIG
12
Zurich Insurance Group
Switzerland
$32M
HCC
13
Hirtle Callaghan & Co
Pennsylvania
$31.9M
AssetMark Inc
14
AssetMark Inc
California
$31.3M +$611K +28,565 +2%
Morgan Stanley
15
Morgan Stanley
New York
$30.8M +$812K +37,953 +3%
CI
16
CX Institutional
Indiana
$27.5M -$2.26M -105,606 -8%
SA
17
Sanctuary Advisors
Indiana
$25.1M +$25.5M +1,193,352 New
PAG
18
Private Advisor Group
New Jersey
$22.4M +$2.66M +124,353 +14%
KW
19
KWB Wealth
California
$17.1M -$336K -15,713 -2%
LFPWM
20
Leicht Financial Planning & Wealth Management
New Jersey
$16.2M +$552K +25,816 +4%
FLA
21
Financial Life Advisors
Texas
$14.6M +$800K +37,402 +6%
DJSG
22
D.J. St. Germain
Massachusetts
$14.2M -$577K -27,007 -4%
CCA
23
Clearwater Capital Advisors
Illinois
$13.8M -$313K -14,622 -2%
Osaic Holdings
24
Osaic Holdings
Arizona
$12.5M -$83.6K -3,908 -0.7%
SFM
25
Signet Financial Management
New Jersey
$10.2M +$398K +18,604 +4%

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.