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State Street SPDR Portfolio Mortgage Backed Bond ETF

154 hedge funds and large institutions have $3.71B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 69 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2.15% less ownership

Funds ownership: 95.53%93.37% (-2.2%)

4% less funds holding

Funds holding: 161154 (-7)

9% less capital invested

Capital invested by funds: $4.08B → $3.71B (-$373M)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

39% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 69

Holders
154
Holders Change
-7
Holders Change %
-4.35%
% of All Funds
2.59%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
23
Increased
42
Reduced
69
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$6.86M -$1.74M -75,611 -20%
CWM
27
Chesapeake Wealth Management
Virginia
$6.73M -$321K -13,925 -5%
GLA
28
Good Life Advisors
Pennsylvania
$6.72M -$707K -30,709 -9%
LFPWM
29
Leicht Financial Planning & Wealth Management
New Jersey
$5.79M -$90.6K -3,934 -2%
KWM
30
Kingsview Wealth Management
Oregon
$5.42M -$43.1K -1,870 -0.8%
AF
31
Allworth Financial
California
$5.15M -$80.9K -3,513 -2%
TAIM
32
TD Ameritrade Investment Management
Nebraska
$5.06M -$3.37M -146,390 -40%
RFN
33
Redwood Financial Network
Ohio
$4.71M +$450K +19,560 +10%
SMM
34
Stadion Money Management
Georgia
$4.54M -$200K -8,700 -4%
AWS
35
Atria Wealth Solutions
New York
$4.13M -$7.81M -339,333 -65%
CA
36
CGN Advisors
Kansas
$4.08M -$1.45M -63,169 -26%
ACG
37
Allen Capital Group
Nebraska
$3.81M +$28.5K +1,237 +0.7%
UBS Group
38
UBS Group
Switzerland
$3.6M +$3.23M +140,449 +824%
Mariner
39
Mariner
Kansas
$3.46M -$3.61M -156,898 -51%
TC
40
Telemus Capital
Michigan
$3.25M +$1.19M +51,839 +57%
RT
41
Rockland Trust
Massachusetts
$3.11M +$3.13M +135,938 New
FTUS
42
Flow Traders U.S.
New York
$2.93M -$144K -6,249 -5%
IWC
43
Integrated Wealth Concepts
Massachusetts
$2.87M -$2.05M -89,118 -41%
WCWM
44
Willow Creek Wealth Management
California
$2.75M +$164K +7,112 +6%
VFA
45
Values First Advisors
Tennessee
$2.3M -$2.57M -111,531 -53%
ARC
46
Advisor Resource Council
Texas
$2.16M +$2.18M +94,650 New
ECM
47
Exchange Capital Management
Michigan
$2.07M -$412K -17,905 -16%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$2.07M -$93.7K -4,070 -4%
HCC
49
Hirtle Callaghan & Co
Pennsylvania
$2.01M +$2.02M +87,779 New
VWA
50
Visionary Wealth Advisors
Illinois
$1.9M +$691 +30 +0%

SPMB Hedge Fund Activity: Q2 2022 in Review

154 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q2 2022, worth a combined $3.71B — down 9.1% from $4.08B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SPMB and 23 opened new positions — a net loss of 4 holders — while 69 trimmed existing stakes and 42 added.

The largest buyer was Morgan Stanley, adding an estimated $22.3M. The largest seller was Financial Engines Advisors, cutting an estimated $141M.

  • 154 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q2 2022, down from 161 in Q1 2022.
  • Funds reported $3.71B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q2 2022, down 9.1% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q2 2022 and 27 closed out, a net change of -4 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q2 2022 was Morgan Stanley, an estimated $22.3M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q2 2022 was Financial Engines Advisors, an estimated $141M sold.

Based on aggregated 13F filings for Q2 2022.