We are live on ! Find out more
SPMB icon

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
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$1.5M +$1.28M +56,306 +408%
BIA
52
Bell Investment Advisors
California
$1.36M -$121K -5,323 -8%
AWS
53
AJ Wealth Strategies
New York
$1.32M
CWA
54
Centennial Wealth Advisory
Michigan
$1.28M -$43.2K -1,903 -3%
SMF
55
Sterling Manor Financial
New York
$1.26M +$1.34M +58,857 New
RIA
56
Regal Investment Advisors
Michigan
$1.12M +$1.18M +52,112 New
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$1.1M +$1.16M +51,246 New
MWM
58
Modera Wealth Management
New Jersey
$1.08M -$682K -29,996 -37%
GWSG
59
GPS Wealth Strategies Group
Colorado
$1.05M +$469K +20,650 +73%
FTUS
60
Flow Traders U.S.
New York
$1.01M -$1.84M -80,870 -63%
FFG
61
Ford Financial Group
California
$976K +$71.6K +3,151 +7%
OMC
62
Old Mission Capital
Illinois
$933K +$988K +43,505 New
TC
63
Trilogy Capital
California
$909K +$255K +11,236 +36%
BA
64
Bridge Advisory
California
$905K -$409 -18 -0%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$882K +$566K +24,919 +154%
FWP
66
FAS Wealth Partners
Kansas
$843K -$217K -9,538 -20%
CWM
67
Congress Wealth Management
Massachusetts
$836K -$6.93K -305 -0.8%
VT
68
Vise Technologies
New York
$817K +$502K +22,076 +138%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$795K +$842K +37,066 New
FW
70
FirstPurpose Wealth
Utah
$792K +$42.3K +1,860 +5%
ACK
71
Andrew C. Karlinski
$738K -$27.1K -1,193 -3%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$708K -$130K -5,706 -15%
FIM
73
Freedom Investment Management
Connecticut
$696K -$113K -4,995 -13%
CWM
74
Collaborative Wealth Management
Florida
$680K -$154K -6,795 -18%
RJA
75
Raymond James & Associates
Florida
$671K -$6.41K -282 -0.9%

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.