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State Street SPDR Portfolio Mortgage Backed Bond ETF

155 hedge funds and large institutions have $3.52B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

1.27% more ownership

Funds ownership: 93.37%94.64% (+1.3%)

1% more funds holding

Funds holding: 154155 (+1)

5% less capital invested

Capital invested by funds: $3.71B → $3.52B (-$195M)

21% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 61

Holders
155
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.67%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
22
Increased
48
Reduced
61
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAMV
26
Concord Asset Management (Virginia)
Virginia
$6.41M -$754K -33,168 -10%
GLA
27
Good Life Advisors
Pennsylvania
$6.28M -$26K -1,144 -0.4%
CWM
28
Chesapeake Wealth Management
Virginia
$6.22M -$105K -4,614 -2%
MCC
29
Money Concepts Capital
Florida
$5.9M -$571K -25,120 -8%
AF
30
Allworth Financial
California
$5.6M +$813K +35,796 +16%
LFPWM
31
Leicht Financial Planning & Wealth Management
New Jersey
$5.3M -$147K -6,485 -3%
PAG
32
Private Advisor Group
New Jersey
$5.29M -$1.22M -53,768 -18%
KWM
33
Kingsview Wealth Management
Oregon
$5.08M -$5.23K -230 -0.1%
CA
34
CGN Advisors
Kansas
$5.03M +$1.26M +55,555 +31%
RFN
35
Redwood Financial Network
Ohio
$4.46M +$38.9K +1,711 +0.8%
UBS Group
36
UBS Group
Switzerland
$3.23M -$160K -7,026 -4%
Mariner
37
Mariner
Kansas
$3.19M -$53.5K -2,354 -2%
RT
38
Rockland Trust
Massachusetts
$3.04M +$126K +5,564 +4%
AWS
39
Atria Wealth Solutions
New York
$2.77M -$1.17M -51,542 -29%
IWC
40
Integrated Wealth Concepts
Massachusetts
$2.53M -$172K -7,566 -6%
ACG
41
Allen Capital Group
Nebraska
$2.27M -$1.39M -60,984 -37%
VFA
42
Values First Advisors
Tennessee
$2.22M +$71.3K +3,138 +3%
CAC
43
Certified Advisory Corp
Florida
$1.96M +$1.7M +74,893 +460%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.89M -$57.3K -2,524 -3%
HCC
45
Hirtle Callaghan & Co
Pennsylvania
$1.88M
ECM
46
Exchange Capital Management
Michigan
$1.88M -$72.6K -3,195 -4%
VWA
47
Visionary Wealth Advisors
Illinois
$1.81M +$36.2K +1,593 +2%
WCWM
48
Willow Creek Wealth Management
California
$1.81M -$813K -35,788 -30%
AA
49
Alesco Advisors
New York
$1.76M +$436K +19,200 +30%
FHA
50
Flagship Harbor Advisors
Massachusetts
$1.57M +$37.1K +1,635 +2%

SPMB Hedge Fund Activity: Q3 2022 in Review

155 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q3 2022, worth a combined $3.52B — down 5.3% from $3.71B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SPMB positions and 20 closed out — a net gain of 2 holders — while 48 added to existing stakes and 61 trimmed.

The largest buyer was Jane Street, adding an estimated $26.7M. The largest seller was TownSquare Capital, cutting an estimated $14.1M.

  • 155 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q3 2022, up from 154 in Q2 2022.
  • Funds reported $3.52B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q3 2022, down 5.3% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q3 2022 and 20 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q3 2022 was Jane Street, an estimated $26.7M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q3 2022 was TownSquare Capital, an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2022.