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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
CRI
76
Colonial River Investments
Virginia
$724K +$131K +5,324 +21%
ATPW
77
Ashton Thomas Private Wealth
Arizona
$719K +$93.4K +3,794 +14%
MML Investors Services
78
MML Investors Services
Massachusetts
$715K -$50.6K -2,057 -6%
GL
79
Graypoint LLC
New York
$671K -$74.8K -3,040 -10%
ACK
80
Andrew C. Karlinski
$671K -$7.7K -313 -1%
BA
81
Bridge Advisory
California
$652K +$669K +27,200 New
OMC
82
Old Mission Capital
Illinois
$642K -$485K -19,717 -42%
BTWM
83
Baker Tilly Wealth Management
Wisconsin
$623K -$66.9K -2,719 -9%
CWM
84
Cornerstone Wealth Management
Missouri
$621K -$1.05M -42,725 -62%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$564K +$580K +23,555 New
CAN
86
Cetera Advisor Networks
California
$552K +$566K +23,018 New
HC
87
HNP Capital
New York
$550K -$12.5K -508 -2%
VRM
88
Vectors Research Management
New York
$550K -$12.5K -508 -2%
CA
89
Cetera Advisors
Colorado
$539K +$33.9K +1,376 +7%
Citadel Advisors
90
Citadel Advisors
Florida
$528K +$543K +22,056 New
ACM
91
Ategra Capital Management
Virginia
$513K -$9.15K -372 -2%
CAC
92
Certified Advisory Corp
Florida
$492K -$3.2M -130,172 -86%
TSA
93
Tri-Star Advisors
Texas
$483K
PWMG
94
Pinnacle Wealth Management Group
Michigan
$431K -$2.55M -103,754 -85%
MC
95
Matisse Capital
Oregon
$417K
WWM
96
Western Wealth Management
Colorado
$410K +$187K +7,584 +79%
UBS Group
97
UBS Group
Switzerland
$408K -$6.92K -281 -2%
AAM
98
Advisors Asset Management
Colorado
$399K +$21.1K +858 +5%
GRP
99
Global Retirement Partners
California
$376K +$397K +16,128 New
IA
100
Inspire Advisors
Idaho
$354K +$82.5K +3,352 +29%