State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
210 hedge funds and large institutions have $5.46B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 66 reducing their positions, and 27 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 66
15% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 27
7% more capital invested
Capital invested by funds: $5.08B → $5.46B (+$376M)
1% more funds holding
Funds holding: 208 → 210 (+2)
0.05% less ownership
Funds ownership: 97.82% → 97.77% (-0.05%)
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$75.5M |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$40.2M |
| 3 |
LPL Financial
San Diego,
California
|
+$33.7M |
| 4 |
State Street
Boston,
Massachusetts
|
+$31.3M |
| 5 |
LJAC
L.J. Altfest & Co
New York
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFG
Carr Financial Group
Worcester,
Massachusetts
|
-$8.21M |
| 2 |
APA
Astoria Portfolio Advisors
New York
|
-$8.17M |
| 3 |
JP Morgan Chase
New York
|
-$6.97M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$6.8M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$5.08M |
SPMB Hedge Fund Activity: Q3 2024 in Review
210 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q3 2024, worth a combined $5.46B — up 7.4% from $5.08B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SPMB positions and 27 closed out — a net gain of 4 holders — while 90 added to existing stakes and 66 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $75.5M. The largest seller was Carr Financial Group, cutting an estimated $8.21M.
- 210 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q3 2024, up from 208 in Q2 2024.
- Funds reported $5.46B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q3 2024, up 7.4% quarter-over-quarter.
- 31 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q3 2024 and 27 closed out, a net change of +4 holders.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q3 2024 was Financial Engines Advisors, an estimated $75.5M added.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q3 2024 was Carr Financial Group, an estimated $8.21M sold.
Based on aggregated 13F filings for Q3 2024.