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State Street SPDR Portfolio Mortgage Backed Bond ETF

150 hedge funds and large institutions have $3.97B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 45 increasing their positions, 54 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

14% more funds holding

Funds holding: 132150 (+18)

7% more capital invested

Capital invested by funds: $3.71B → $3.97B (+$262M)

3.88% more ownership

Funds ownership: 90.57%94.45% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

17% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 54

Holders
150
Holders Change
+18
Holders Change %
+13.64%
% of All Funds
2.31%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
38
Increased
45
Reduced
54
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Chesapeake Wealth Management
Virginia
$7.79M -$58.2K -2,282 -0.7%
LFPWM
27
Leicht Financial Planning & Wealth Management
New Jersey
$7.48M +$914K +35,841 +14%
Wells Fargo
28
Wells Fargo
California
$7.47M -$1.78M -69,858 -19%
KWM
29
Kingsview Wealth Management
Oregon
$6.23M +$33.3K +1,306 +0.5%
CA
30
CGN Advisors
Kansas
$6.06M +$332K +13,022 +6%
IA
31
IndexIQ Advisors
New York
$5.79M +$5.14M +201,584 +761%
SMM
32
Stadion Money Management
Georgia
$5.78M -$905K -35,500 -13%
AF
33
Allworth Financial
California
$5.35M +$5.35M +209,985 +32,810%
Morgan Stanley
34
Morgan Stanley
New York
$5.17M -$1.52M -59,774 -23%
VFA
35
Values First Advisors
Tennessee
$5.03M +$803K +31,493 +19%
Mariner
36
Mariner
Kansas
$4.28M -$637K -24,995 -13%
CCA
37
Checchi Capital Advisers
California
$4.05M -$792K -31,051 -16%
WI
38
WBI Investments
New Jersey
$3.98M +$623K +24,438 +18%
TC
39
Telemus Capital
Michigan
$3.95M +$3.97M +155,552 New
CAC
40
Certified Advisory Corp
Florida
$3.83M -$239K -9,376 -6%
IWC
41
Integrated Wealth Concepts
Massachusetts
$3.36M -$101K -3,952 -3%
SIM
42
Stratos Investment Management
Ohio
$3.2M +$418K +16,399 +15%
PWMG
43
Pinnacle Wealth Management Group
Michigan
$3.09M -$301K -11,826 -9%
WCWM
44
Willow Creek Wealth Management
California
$3.08M -$1.79M -70,145 -37%
ECM
45
Exchange Capital Management
Michigan
$3.04M -$81.7K -3,203 -3%
BCA
46
Biltmore Capital Advisors
New Jersey
$2.65M +$2.66M +104,201 New
ASN
47
Advisory Services Network
Georgia
$2.53M -$1.7M -66,552 -40%
PIM
48
Penobscot Investment Management
Massachusetts
$2.49M -$660K -25,910 -21%
FWP
49
FAS Wealth Partners
Kansas
$2.46M -$345K -13,549 -12%
JP Morgan Chase
50
JP Morgan Chase
New York
$2.44M -$66.4K -2,606 -3%

SPMB Hedge Fund Activity: Q4 2021 in Review

150 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q4 2021, worth a combined $3.97B — up 7.1% from $3.71B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SPMB positions and 18 closed out — a net gain of 20 holders — while 45 added to existing stakes and 54 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $232M. The largest seller was Citadel Advisors, exiting entirely with an estimated $15.8M sold.

  • 150 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q4 2021, up from 132 in Q3 2021.
  • Funds reported $3.97B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q4 2021, up 7.1% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q4 2021 and 18 closed out, a net change of +20 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $232M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q4 2021 was Citadel Advisors, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2021.