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State Street SPDR Portfolio Mortgage Backed Bond ETF

167 hedge funds and large institutions have $4.05B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

10% more capital invested

Capital invested by funds: $3.68B → $4.05B (+$365M)

2% more funds holding

Funds holding: 163167 (+4)

0.17% less ownership

Funds ownership: 96.41%96.24% (-0.17%)

3% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 59

Holders
167
Holders Change
+4
Holders Change %
+2.45%
% of All Funds
2.66%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.18%
New
30
Increased
57
Reduced
59
Closed
24
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$22K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Alesco Advisors
New York
$1.9M
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$1.88M -$1.62M -73,118 -46%
CAMV
53
Concord Asset Management (Virginia)
Virginia
$1.86M -$204K -9,246 -10%
CAN
54
Cetera Advisor Networks
California
$1.73M +$50.6K +2,288 +3%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$1.67M +$1.67M +75,368 New
PIA
56
Perennial Investment Advisors
California
$1.66M +$1.66M +75,020 New
LEFP
57
Leading Edge Financial Planning
Tennessee
$1.66M +$212K +9,584 +15%
RT
58
Rockland Trust
Massachusetts
$1.62M -$634K -28,675 -28%
ECM
59
Exchange Capital Management
Michigan
$1.55M -$181K -8,210 -10%
DI
60
DFPG Investments
Utah
$1.4M +$107K +4,848 +8%
BIA
61
Bell Investment Advisors
California
$1.32M -$53.8K -2,432 -4%
CWA
62
Centennial Wealth Advisory
Michigan
$1.31M +$156K +7,066 +14%
WA
63
WBH Advisory
Maryland
$1.25M +$1.25M +56,544 New
NCM
64
Northwest Capital Management
Oregon
$1.25M +$677K +30,615 +119%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$1.18M +$35K +1,583 +3%
FW
66
FirstPurpose Wealth
Utah
$1.06M +$331K +14,969 +45%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$1.01M +$27.7K +1,252 +3%
SB
68
Strategic Blueprint
Georgia
$977K +$10.2K +460 +1%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$901K -$157K -7,080 -15%
TC
70
Telemus Capital
Michigan
$898K -$770K -34,843 -46%
TC
71
Trilogy Capital
California
$886K +$22.1K +1,000 +3%
MML Investors Services
72
MML Investors Services
Massachusetts
$823K -$17.5K -792 -2%
BTWM
73
Baker Tilly Wealth Management
Wisconsin
$821K +$126K +5,710 +18%
SHJ
74
Sharkey, Howes & Javer
Colorado
$778K +$776K +35,088 New
CWM
75
Collaborative Wealth Management
Florida
$771K +$68.4K +3,092 +10%

SPMB Hedge Fund Activity: Q1 2023 in Review

167 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q1 2023, worth a combined $4.05B — up 9.9% from $3.68B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SPMB positions and 24 closed out — a net gain of 6 holders — while 57 added to existing stakes and 59 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $236M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $108M.

  • 167 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q1 2023, up from 163 in Q4 2022.
  • Funds reported $4.05B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q1 2023, up 9.9% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q1 2023 and 24 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q1 2023 was Financial Engines Advisors, an estimated $236M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $108M sold.

Based on aggregated 13F filings for Q1 2023.