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
VWA
51
Visionary Wealth Advisors
Illinois
$1.99M +$29.6K +1,204 +1%
FWP
52
FAS Wealth Partners
Kansas
$1.8M -$536K -21,789 -23%
SWA
53
Stratos Wealth Advisors
Ohio
$1.64M +$1.23M +50,134 +276%
JP Morgan Chase
54
JP Morgan Chase
New York
$1.63M -$694K -28,184 -29%
CWA
55
Centennial Wealth Advisory
Michigan
$1.6M +$243K +9,864 +17%
MIAN
56
Mariner Independent Advisor Network
Kansas
$1.59M +$600K +24,377 +58%
VT
57
Vise Technologies
New York
$1.53M +$1.58M +64,048 New
AA
58
Alesco Advisors
New York
$1.42M +$11.3K +460 +0.8%
SIM
59
Stratos Investment Management
Ohio
$1.4M -$1.66M -67,352 -53%
SAM
60
Strategy Asset Managers
California
$1.33M
C
61
CEDRUS
Colorado
$1.26M +$544K +22,111 +73%
Osaic Holdings
62
Osaic Holdings
Arizona
$1.13M -$129K -5,234 -12%
Verition Fund Management
63
Verition Fund Management
Connecticut
$1.09M
PIM
64
Penobscot Investment Management
Massachusetts
$1.09M -$1.3M -52,790 -54%
DLHL
65
Donald L. Hagan LLC
Florida
$1.08M -$640K -26,015 -37%
MWPCG
66
Measured Wealth Private Client Group
New Hampshire
$976K -$205K -8,311 -17%
FIM
67
Freedom Investment Management
Connecticut
$951K -$37.9K -1,542 -4%
CWM
68
Congress Wealth Management
Massachusetts
$891K -$501K -20,363 -35%
TC
69
Trilogy Capital
California
$862K +$885K +35,968 New
LA
70
LexAurum Advisors
Kansas
$861K -$53.1K -2,156 -6%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$856K +$378K +15,362 +76%
RJA
72
Raymond James & Associates
Florida
$840K +$74.3K +3,020 +9%
WA
73
WBH Advisory
Maryland
$806K +$195K +7,910 +29%
FW
74
FirstPurpose Wealth
Utah
$801K -$140K -5,689 -15%
PCIA
75
Prime Capital Investment Advisors
Kansas
$724K