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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
PFGIA
126
Patriot Financial Group Insurance Agency
Massachusetts
$45K -$969 -38 -2%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$45K +$45.1K +1,771 New
GWS
128
Glassman Wealth Services
Virginia
$45K +$45.4K +1,782 New
LAS
129
Lloyd Advisory Services
Georgia
$42K +$7.29K +286 +21%
IA
130
IFP Advisors
Florida
$31K +$255 +10 +0.8%
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$27K +$26.8K +1,051 New
CTC
132
Central Trust Company
Missouri
$21K +$21.3K +837 New
Citigroup
133
Citigroup
New York
$13K -$26K -1,018 -67%
TIM
134
Tortoise Investment Management
New York
$13K
CCC
135
Crescent Capital Consulting
Louisiana
$10K -$79.8K -3,132 -89%
RIM
136
Rockbridge Investment Management
New York
$10K +$5.53K +217 +111%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$9K
PFA
138
Professional Financial Advisors
Nebraska
$9K +$51 +2 +0.6%
SAM
139
Strategic Asset Management
Minnesota
$8K +$51 +2 +0.6%
TRCT
140
Tower Research Capital (TRC)
New York
$6K -$5.1K -200 -46%
AIM
141
AHL Investment Management
Florida
$6K +$6.5K +255 New
MHR
142
Matthew Hamilton Rosenberg
$5K +$4.67K +183 New
CIAS
143
Capital Investment Advisory Services
North Carolina
$3K
Fidelity Investments
144
Fidelity Investments
Massachusetts
$2K -$33.2K -1,301 -95%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$1K -$35.9K -1,408 -96%
FEG
146
Financial Enhancement Group
Indiana
$1K
TCWA
147
Ten Capital Wealth Advisors
Washington
$1K +$816 +32 New
HS
148
Horan Securities
United States
$1K +$1.38K +54 New
TAM
149
Tucker Asset Management
Colorado
$304 -$2.29K -90 -88%
Citadel Advisors
150
Citadel Advisors
Florida
-$15.8M -615,325 Closed

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.