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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
EIA
76
Eldridge Investment Advisors
New Hampshire
$657K +$393K +17,297 +130%
SWA
77
Stratos Wealth Advisors
Ohio
$654K -$957K -42,139 -58%
MML Investors Services
78
MML Investors Services
Massachusetts
$647K -$11K -485 -2%
WI
79
WBI Investments
New Jersey
$644K +$263K +11,584 +61%
WA
80
WBH Advisory
Maryland
$628K +$184K +8,092 +38%
BTWM
81
Baker Tilly Wealth Management
Wisconsin
$609K +$17.8K +783 +3%
MWPCG
82
Measured Wealth Private Client Group
New Hampshire
$596K -$91.7K -4,037 -13%
MIAN
83
Mariner Independent Advisor Network
Kansas
$570K -$286K -12,597 -32%
WWM
84
Western Wealth Management
Colorado
$565K +$57.5K +2,529 +11%
DLHL
85
Donald L. Hagan LLC
Florida
$551K -$121K -5,308 -17%
GL
86
Graypoint LLC
New York
$528K
ATPW
87
Ashton Thomas Private Wealth
Arizona
$507K -$61.5K -2,708 -10%
VRM
88
Vectors Research Management
New York
$477K -$6.29K -277 -1%
HC
89
HNP Capital
New York
$477K +$45 +2 +0%
TSA
90
Tri-Star Advisors
Texas
$476K +$1.27K +56 +0.3%
JP Morgan Chase
91
JP Morgan Chase
New York
$461K -$333K -14,649 -41%
CA
92
Cetera Advisors
Colorado
$452K -$1.5K -66 -0.3%
CAN
93
Cetera Advisor Networks
California
$429K -$47.8K -2,104 -10%
NYLIM
94
New York Life Investment Management
New York
$427K +$10K +441 +2%
DI
95
Disciplined Investments
Oklahoma
$397K +$115K +5,043 +37%
FM
96
Foster & Motley
Ohio
$388K +$106K +4,660 +35%
T
97
TCWP
Ohio
$383K +$149K +6,556 +58%
IA
98
Inspire Advisors
Idaho
$381K +$29.4K +1,293 +8%
MFG
99
Merit Financial Group
Georgia
$380K +$403K +17,715 New
GRP
100
Global Retirement Partners
California
$349K +$8.29K +365 +2%

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.