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State Street SPDR Portfolio Mortgage Backed Bond ETF

167 hedge funds and large institutions have $4.05B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

10% more capital invested

Capital invested by funds: $3.68B → $4.05B (+$365M)

2% more funds holding

Funds holding: 163167 (+4)

0.17% less ownership

Funds ownership: 96.41%96.24% (-0.17%)

3% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 59

Holders
167
Holders Change
+4
Holders Change %
+2.45%
% of All Funds
2.66%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.18%
New
30
Increased
57
Reduced
59
Closed
24
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$22K
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
101
Stratos Investment Management
Ohio
$405K -$267K -12,094 -40%
PTC
102
Private Trust Company
Ohio
$404K +$67.3K +3,046 +20%
Osaic Holdings
103
Osaic Holdings
Arizona
$393K -$8.71K -394 -2%
BFEC
104
Benjamin F. Edwards & Company
Missouri
$358K -$8.85M -400,284 -96%
TNA
105
True North Advisors
Texas
$348K +$346K +15,669 New
WAG
106
Wallace Advisory Group
California
$347K -$1.99K -90 -0.6%
OFG
107
OmniStar Financial Group
North Carolina
$319K +$318K +14,382 New
AG
108
Ascent Group
Virginia
$313K +$312K +14,115 New
EIA
109
Eldridge Investment Advisors
New Hampshire
$311K -$1.19K -54 -0.4%
SIG
110
Spinnaker Investment Group
California
$303K +$6.63K +300 +2%
USCWA
111
U.S. Capital Wealth Advisors
Texas
$295K +$169K +7,645 +135%
DI
112
Disciplined Investments
Oklahoma
$292K -$121K -5,485 -29%
CCA
113
Checchi Capital Advisers
California
$280K
Koshinski Asset Management
114
Koshinski Asset Management
Illinois
$271K +$398 +18 +0.1%
LBC
115
Lowe Brockenbrough & Co
Virginia
$266K
LFAS
116
Level Four Advisory Services
Texas
$264K -$109K -4,910 -29%
AIM
117
Acropolis Investment Management
Missouri
$262K
BCM
118
Brookstone Capital Management
Illinois
$258K +$259K +11,730 New
GLA
119
Good Life Advisors
Pennsylvania
$257K -$6.2M -280,446 -96%
ATPW
120
Ashton Thomas Private Wealth
Arizona
$254K -$189K -8,539 -43%
GFG
121
Goldstone Financial Group
Illinois
$252K +$251K +11,364 New
NYLIM
122
New York Life Investment Management
New York
$232K -$25.3K -1,146 -10%
RPGK
123
Retirement Planning Group (Kansas)
Kansas
$230K +$229K +10,348 New
Corient Private Wealth
124
Corient Private Wealth
Florida
$228K
NCM
125
Next Capital Management
New York
$224K

SPMB Hedge Fund Activity: Q1 2023 in Review

167 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q1 2023, worth a combined $4.05B — up 9.9% from $3.68B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SPMB positions and 24 closed out — a net gain of 6 holders — while 57 added to existing stakes and 59 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $236M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $108M.

  • 167 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q1 2023, up from 163 in Q4 2022.
  • Funds reported $4.05B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q1 2023, up 9.9% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q1 2023 and 24 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q1 2023 was Financial Engines Advisors, an estimated $236M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $108M sold.

Based on aggregated 13F filings for Q1 2023.