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State Street SPDR Portfolio Mortgage Backed Bond ETF

150 hedge funds and large institutions have $3.97B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 45 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

14% more funds holding

Funds holding: 132150 (+18)

7% more capital invested

Capital invested by funds: $3.71B → $3.97B (+$262M)

3.88% more ownership

Funds ownership: 90.57%94.45% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

17% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 54

Holders
150
Holders Change
+18
Holders Change %
+13.64%
% of All Funds
2.31%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
38
Increased
45
Reduced
54
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
101
Renaissance Technologies
New York
$278K -$605K -23,750 -68%
RC
102
RegentAtlantic Capital
New Jersey
$273K
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$269K -$59.4K -2,332 -18%
IWM
104
IHT Wealth Management
Illinois
$262K -$28.4K -1,115 -10%
DI
105
Diligent Investors
California
$255K
MSFS
106
Main Street Financial Solutions
Pennsylvania
$246K +$2.06K +81 +0.8%
AAS
107
Avantax Advisory Services
Texas
$244K -$15.1K -591 -6%
WWM
108
Western Wealth Management
Colorado
$242K +$244K +9,556 New
T
109
TCWP
Ohio
$236K +$237K +9,306 New
RJFSA
110
Raymond James Financial Services Advisors
Florida
$225K +$226K +8,875 New
NCM
111
Next Capital Management
New York
$224K
BFG
112
Berger Financial Group
Minnesota
$216K +$217K +8,501 New
CFGS
113
Concourse Financial Group Securities
Alabama
$179K +$35.2K +1,380 +24%
APA
114
American Portfolios Advisors
New York
$155K +$27.5K +1,079 +21%
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$148K -$4.18M -164,085 -97%
TFGT
116
TS Financial Group (TSFG)
Illinois
$117K -$35.5K -1,394 -23%
TAIM
117
TD Ameritrade Investment Management
Nebraska
$98K -$20.2K -794 -17%
SWM
118
Spire Wealth Management
Virginia
$88K +$11.2K +441 +15%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$70K +$69.7K +2,735 New
CA
120
CoreCap Advisors
Michigan
$69K +$69K +2,706 New
PP
121
Pacifica Partners
Canada
$63K
EW
122
Element Wealth
Mississippi
$57K
PA
123
PSI Advisors
Florida
$56K -$157K -6,154 -74%
COCM
124
Charter Oak Capital Management
New Hampshire
$56K
FRA
125
Front Row Advisors
California
$51K -$153K -6,000 -75%

SPMB Hedge Fund Activity: Q4 2021 in Review

150 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q4 2021, worth a combined $3.97B — up 7.1% from $3.71B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SPMB positions and 18 closed out — a net gain of 20 holders — while 45 added to existing stakes and 54 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $232M. The largest seller was Citadel Advisors, exiting entirely with an estimated $15.8M sold.

  • 150 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q4 2021, up from 132 in Q3 2021.
  • Funds reported $3.97B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q4 2021, up 7.1% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q4 2021 and 18 closed out, a net change of +20 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $232M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q4 2021 was Citadel Advisors, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2021.