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State Street SPDR Portfolio Mortgage Backed Bond ETF

224 hedge funds and large institutions have $5.61B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

91% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 55

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

7% more funds holding

Funds holding: 210224 (+14)

1.91% more ownership

Funds ownership: 97.77%99.68% (+1.9%)

3% more capital invested

Capital invested by funds: $5.46B → $5.61B (+$157M)

Holders
224
Holders Change
+14
Holders Change %
+6.67%
% of All Funds
2.95%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.18%
New
38
Increased
105
Reduced
55
Closed
18
Calls
$119K
Puts
Net Calls
+$119K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.94B +$145M +6,616,807 +4%
LPL Financial
2
LPL Financial
California
$286M +$25.8M +1,176,304 +10%
TC
3
TownSquare Capital
Utah
$119M +$5.26M +240,112 +5%
Stifel Financial
4
Stifel Financial
Missouri
$119M +$60M +2,738,208 +99%
State Street
5
State Street
Massachusetts
$95.2M -$13.9M -633,075 -13%
BEI
6
Benjamin Edwards Inc
Missouri
$94.1M +$50.1M +2,286,465 +110%
CIM
7
Confluence Investment Management
Missouri
$84.6M +$25.3M +1,154,949 +42%
Ameriprise
8
Ameriprise
Minnesota
$52.3M +$9.24M +422,112 +21%
Bank of America
9
Bank of America
North Carolina
$46.4M +$1.04M +47,617 +2%
CI
10
CX Institutional
Indiana
$42.4M +$13.9M +635,839 +48%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$36.3M -$1.49M -68,012 -4%
ZIG
12
Zurich Insurance Group
Switzerland
$31.9M
Morgan Stanley
13
Morgan Stanley
New York
$31.5M +$460K +20,984 +1%
AssetMark Inc
14
AssetMark Inc
California
$31.3M -$83.5K -3,814 -0.3%
JP Morgan Chase
15
JP Morgan Chase
New York
$30.2M +$63.8K +2,915 +0.2%
HCC
16
Hirtle Callaghan & Co
Pennsylvania
$27.8M
Wells Fargo
17
Wells Fargo
California
$26M +$24.6M +1,124,620 +1,385%
IAA
18
Independent Advisor Alliance
North Carolina
$24.6M +$24.3M +1,111,406 +3,828%
SA
19
Sanctuary Advisors
Indiana
$22.9M -$851K -38,848 -4%
LFPWM
20
Leicht Financial Planning & Wealth Management
New Jersey
$16.1M +$169K +7,704 +1%
LJAC
21
L.J. Altfest & Co
New York
$16.1M +$2.12M +96,799 +15%
FLA
22
Financial Life Advisors
Texas
$16M +$420K +19,179 +3%
PAG
23
Private Advisor Group
New Jersey
$15.1M -$7.97M -363,932 -34%
BlackRock
24
BlackRock
New York
$14.5M -$1.8M -82,198 -11%
DJSG
25
D.J. St. Germain
Massachusetts
$13.7M -$209K -9,543 -1%

SPMB Hedge Fund Activity: Q4 2024 in Review

224 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q4 2024, worth a combined $5.61B — up 2.9% from $5.46B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SPMB positions and 18 closed out — a net gain of 20 holders — while 105 added to existing stakes and 55 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $145M. The largest seller was State Street, cutting an estimated $13.9M.

  • 224 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q4 2024, up from 210 in Q3 2024.
  • Funds reported $5.61B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q4 2024, up 2.9% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q4 2024 and 18 closed out, a net change of +20 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q4 2024 was Financial Engines Advisors, an estimated $145M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q4 2024 was State Street, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2024.