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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
SIG
101
Spinnaker Investment Group
California
$353K -$108K -4,403 -23%
MWC
102
MBM Wealth Consultants
Missouri
$344K -$39K -1,585 -10%
FFG
103
Ford Financial Group
California
$336K +$345K +14,037 New
CW
104
CreativeOne Wealth
Kansas
$329K +$4.31K +175 +1%
EIA
105
Eldridge Investment Advisors
New Hampshire
$326K +$335K +13,626 New
CT
106
Cambridge Trust
Massachusetts
$324K +$333K +13,543 New
DI
107
Disciplined Investments
Oklahoma
$317K +$325K +13,215 New
VAG
108
VisionPoint Advisory Group
Texas
$316K -$12.9K -526 -4%
EE
109
EWG Elevate
California
$295K +$303K +12,303 New
LBC
110
Lowe Brockenbrough & Co
Virginia
$288K +$295K +12,000 New
RC
111
RegentAtlantic Capital
New Jersey
$258K
RIG
112
Roosevelt Investment Group
New York
$251K +$258K +10,469 New
RIM
113
Rockbridge Investment Management
New York
$249K +$247K +10,040 +2,431%
Renaissance Technologies
114
Renaissance Technologies
New York
$247K -$15.7K -639 -6%
CFG
115
Carter Financial Group
Illinois
$247K +$254K +10,329 New
T
116
TCWP
Ohio
$240K +$17.5K +711 +8%
ABC
117
Associated Banc-Corp
Wisconsin
$213K +$219K +8,895 New
NCM
118
Next Capital Management
New York
$211K
BFG
119
Berger Financial Group
Minnesota
$211K +$7.46K +303 +4%
CFGS
120
Concourse Financial Group Securities
Alabama
$209K +$40.4K +1,643 +23%
EH
121
Equitable Holdings
New York
$207K +$213K +8,643 New
ML
122
Mayport LLC
Massachusetts
$207K +$213K +8,649 New
PA
123
PFG Advisors
Arizona
$205K +$211K +8,555 New
MSFS
124
Main Street Financial Solutions
Pennsylvania
$200K -$33.3K -1,355 -14%
HWMA
125
Heritage Wealth Management (Arizona)
Arizona
$186K +$192K +7,783 New