We are live on ! Find out more
SPMB icon

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
PCIA
101
Prime Capital Investment Advisors
Kansas
$368K -$286K -12,412 -44%
VT
102
Vise Technologies
New York
$365K -$1.11M -48,055 -75%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$316K -$3.38M -146,876 -91%
DI
104
Disciplined Investments
Oklahoma
$308K +$5.89K +256 +2%
FM
105
Foster & Motley
Ohio
$306K +$309K +13,410 New
EIA
106
Eldridge Investment Advisors
New Hampshire
$305K -$6.24K -271 -2%
LBC
107
Lowe Brockenbrough & Co
Virginia
$274K
AAM
108
Advisors Asset Management
Colorado
$268K -$114K -4,958 -30%
T
109
TCWP
Ohio
$258K +$30.1K +1,307 +13%
LA
110
LexAurum Advisors
Kansas
$255K -$570K -24,756 -69%
RIG
111
Roosevelt Investment Group
New York
$237K -$2.07K -90 -0.9%
NCM
112
Next Capital Management
New York
$230K +$29.4K +1,275 +14%
RJFSA
113
Raymond James Financial Services Advisors
Florida
$229K +$231K +10,019 New
PA
114
PFG Advisors
Arizona
$200K +$4.31K +187 +2%
CFGS
115
Concourse Financial Group Securities
Alabama
$188K -$11.3K -490 -6%
HWMA
116
Heritage Wealth Management (Arizona)
Arizona
$178K
AIM
117
Acropolis Investment Management
Missouri
$152K +$153K +6,645 New
COCM
118
Charter Oak Capital Management
New Hampshire
$99K
APA
119
American Portfolios Advisors
New York
$89.1K -$49.8K -2,164 -36%
US Bancorp
120
US Bancorp
Minnesota
$87K +$87.2K +3,786 New
WT
121
Whittier Trust
California
$80K +$80.2K +3,485 New
SWM
122
Spire Wealth Management
Virginia
$73K -$6.79K -295 -8%
GI
123
Gradient Investments
Minnesota
$72K -$84.1K -3,653 -54%
TFGT
124
TS Financial Group (TSFG)
Illinois
$57K -$44K -1,910 -44%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$56K -$576 -25 -1%

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.