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State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

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: 9 → 10 (+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: 154 → 155 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$26.7M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$21.8M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$14.5M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$12.1M
5
CI
CX Institutional
Indiana
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
TC
TownSquare Capital
Utah
-$14.1M
2
Goldman Sachs
Goldman Sachs
New York
-$13.2M
3
LPL Financial
LPL Financial
California
-$10.9M
4
CCA
Checchi Capital Advisers
California
-$8.61M
5
CF
Cantor Fitzgerald
New York
-$4.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$348K -$107K -4,708 -22%
PTC
102
Private Trust Company
Ohio
$343K -$30.1K -1,326 -8%
PWMG
103
Pinnacle Wealth Management Group
Michigan
$290K -$92.4K -4,067 -23%
CCA
104
Checchi Capital Advisers
California
$281K -$8.61M -379,031 -97%
TC
105
Telemus Capital
Michigan
$281K -$2.93M -128,899 -91%
RJFSA
106
Raymond James Financial Services Advisors
Florida
$278K +$66.8K +2,941 +29%
LBC
107
Lowe Brockenbrough & Co
Virginia
$257K – – –
AAM
108
Advisors Asset Management
Colorado
$247K -$4.41K -194 -2%
LA
109
LexAurum Advisors
Kansas
$240K – – –
SIG
110
Spinnaker Investment Group
California
$235K +$230K +10,123 New
RIG
111
Roosevelt Investment Group
New York
$220K -$2.27K -100 -1%
NCM
112
Next Capital Management
New York
$217K – – –
AIM
113
Acropolis Investment Management
Missouri
$212K +$73.3K +3,225 +49%
Truist Financial
114
Truist Financial
North Carolina
$211K +$223K +9,821 New
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$201K +$213K +9,377 New
CFGS
116
Concourse Financial Group Securities
Alabama
$164K -$13.6K -600 -7%
SSB
117
Sandy Spring Bank
Maryland
$158K +$128K +5,637 +323%
FFA
118
Founders Financial Alliance
North Carolina
$107K +$113K +4,991 New
IA
119
IFP Advisors
Florida
$86K +$41.4K +1,823 +128%
APA
120
American Portfolios Advisors
New York
$83.8K +$136 +6 +0.2%
US Bancorp
121
US Bancorp
Minnesota
$81K – – –
WT
122
Whittier Trust
California
$75K – – –
RIA
123
Realta Investment Advisors
Delaware
$68K +$72.4K +3,187 New
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$52K – – –
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$48K +$50.7K +2,233 New
3 4
5
6 7

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.