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State Street SPDR Portfolio Mortgage Backed Bond ETF

154 hedge funds and large institutions have $3.71B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 69 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2.15% less ownership

Funds ownership: 95.53%93.37% (-2.2%)

4% less funds holding

Funds holding: 161154 (-7)

9% less capital invested

Capital invested by funds: $4.08B → $3.71B (-$373M)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

39% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 69

Holders
154
Holders Change
-7
Holders Change %
-4.35%
% of All Funds
2.59%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
23
Increased
42
Reduced
69
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DLHL
76
Donald L. Hagan LLC
Florida
$708K -$325K -14,111 -31%
MML Investors Services
77
MML Investors Services
Massachusetts
$701K +$18.9K +819 +3%
GWSG
78
GPS Wealth Strategies Group
Colorado
$645K +$650K +28,212 New
BTWM
79
Baker Tilly Wealth Management
Wisconsin
$631K +$37.1K +1,611 +6%
CWM
80
Cornerstone Wealth Management
Missouri
$624K +$32.5K +1,413 +5%
ATPW
81
Ashton Thomas Private Wealth
Arizona
$602K -$84K -3,650 -12%
GL
82
Graypoint LLC
New York
$562K -$78.7K -3,417 -12%
WWM
83
Western Wealth Management
Colorado
$543K +$152K +6,615 +39%
VRM
84
Vectors Research Management
New York
$514K -$10.3K -447 -2%
TSA
85
Tri-Star Advisors
Texas
$512K +$33.3K +1,448 +7%
HC
86
HNP Capital
New York
$508K -$16.7K -726 -3%
CAN
87
Cetera Advisor Networks
California
$505K -$20.8K -905 -4%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$500K -$38.9K -1,688 -7%
WA
89
WBH Advisory
Maryland
$485K -$313K -13,598 -39%
CA
90
Cetera Advisors
Colorado
$483K -$31.1K -1,351 -6%
Osaic Holdings
91
Osaic Holdings
Arizona
$478K -$407K -17,674 -46%
PIM
92
Penobscot Investment Management
Massachusetts
$473K -$566K -24,600 -54%
NYLIM
93
New York Life Investment Management
New York
$444K +$448K +19,461 New
WI
94
WBI Investments
New Jersey
$427K -$4.18M -181,366 -91%
PWMG
95
Pinnacle Wealth Management Group
Michigan
$402K -$9.19K -399 -2%
PTC
96
Private Trust Company
Ohio
$395K +$398K +17,298 New
IA
97
Inspire Advisors
Idaho
$377K +$39.6K +1,720 +12%
CAC
98
Certified Advisory Corp
Florida
$372K -$98.3K -4,271 -21%
WAP
99
Wealthcare Advisory Partners
Pennsylvania
$370K +$373K +16,186 New
GRP
100
Global Retirement Partners
California
$369K +$760 +33 +0.2%

SPMB Hedge Fund Activity: Q2 2022 in Review

154 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q2 2022, worth a combined $3.71B — down 9.1% from $4.08B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SPMB and 23 opened new positions — a net loss of 4 holders — while 69 trimmed existing stakes and 42 added.

The largest buyer was Morgan Stanley, adding an estimated $22.3M. The largest seller was Financial Engines Advisors, cutting an estimated $141M.

  • 154 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q2 2022, down from 161 in Q1 2022.
  • Funds reported $3.71B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q2 2022, down 9.1% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q2 2022 and 27 closed out, a net change of -4 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q2 2022 was Morgan Stanley, an estimated $22.3M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q2 2022 was Financial Engines Advisors, an estimated $141M sold.

Based on aggregated 13F filings for Q2 2022.