We are live on ! Find out more
SPMB icon

State Street SPDR Portfolio Mortgage Backed Bond ETF

161 hedge funds and large institutions have $4.08B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

7% more funds holding

Funds holding: 150161 (+11)

1.07% more ownership

Funds ownership: 94.45%95.53% (+1.1%)

3% more capital invested

Capital invested by funds: $3.97B → $4.08B (+$113M)

8% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 59

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
161
Holders Change
+11
Holders Change %
+7.33%
% of All Funds
2.54%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
33
Increased
54
Reduced
59
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
26
Great Valley Advisor Group
Delaware
$7.41M +$5.37M +218,098 +244%
CWM
27
Chesapeake Wealth Management
Virginia
$7.39M +$36.2K +1,470 +0.5%
Mariner
28
Mariner
Kansas
$7.38M +$3.43M +139,387 +83%
MCC
29
Money Concepts Capital
Florida
$7.35M -$425K -17,254 -5%
SWP
30
Stratos Wealth Partners
Ohio
$7.21M -$1.78M -72,295 -19%
LFPWM
31
Leicht Financial Planning & Wealth Management
New Jersey
$6.17M -$923K -37,496 -13%
CA
32
CGN Advisors
Kansas
$5.8M +$78.5K +3,191 +1%
KWM
33
Kingsview Wealth Management
Oregon
$5.73M -$158K -6,418 -3%
AF
34
Allworth Financial
California
$5.49M +$450K +18,298 +9%
IWC
35
Integrated Wealth Concepts
Massachusetts
$5.14M +$2.03M +82,441 +62%
VFA
36
Values First Advisors
Tennessee
$5.08M +$337K +13,702 +7%
SMM
37
Stadion Money Management
Georgia
$4.96M -$500K -20,305 -9%
WI
38
WBI Investments
New Jersey
$4.73M +$1.01M +40,874 +26%
RFN
39
Redwood Financial Network
Ohio
$4.47M +$4.59M +186,523 New
Morgan Stanley
40
Morgan Stanley
New York
$4.09M -$806K -32,774 -16%
ACG
41
Allen Capital Group
Nebraska
$3.96M +$2.03M +82,599 +100%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$3.85M +$3.69M +150,080 +1,415%
CCA
43
Checchi Capital Advisers
California
$3.72M -$103K -4,173 -3%
FTUS
44
Flow Traders U.S.
New York
$3.22M -$9.35M -380,014 -74%
FHA
45
Flagship Harbor Advisors
Massachusetts
$3.05M +$1.73M +70,136 +122%
WCWM
46
Willow Creek Wealth Management
California
$2.71M -$206K -8,366 -7%
ECM
47
Exchange Capital Management
Michigan
$2.6M -$276K -11,207 -9%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$2.26M +$157K +6,380 +7%
TC
49
Telemus Capital
Michigan
$2.16M -$1.61M -65,387 -42%
IA
50
IndexIQ Advisors
New York
$2.1M -$3.46M -140,450 -62%