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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
FAIM
126
Financial Advocates Investment Management
Washington
$209K +$208K +9,431 New
RJFSA
127
Raymond James Financial Services Advisors
Florida
$207K -$48.8K -2,206 -19%
BA
128
Bridge Advisory
California
$206K -$216K -9,765 -51%
AAM
129
Advisors Asset Management
Colorado
$172K -$177 -8 -0.1%
IGWM
130
ICA Group Wealth Management
Colorado
$154K +$34.8K +1,572 +29%
CFGS
131
Concourse Financial Group Securities
Alabama
$146K +$17.1K +772 +13%
FWP
132
FAS Wealth Partners
Kansas
$144K -$195K -8,807 -58%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$118K +$63.5K +2,873 +118%
FFA
134
Founders Financial Alliance
North Carolina
$116K
HGERS
135
Householder Group Estate & Retirement Specialist
Arizona
$104K +$103K +4,668 New
GFPC
136
Global Financial Private Client
Florida
$63.8K
ASN
137
Advisory Services Network
Georgia
$62K
BWL
138
Bogart Wealth LLC
Virginia
$61.9K +$61.7K +2,793 New
WP
139
WealthPLAN Partners
Nebraska
$60.8K +$60.6K +2,740 New
NA
140
NewEdge Advisors
Louisiana
$57.8K
US Bancorp
141
US Bancorp
Minnesota
$50.3K -$33.6K -1,520 -40%
BEI
142
Benjamin Edwards Inc
Missouri
$49K -$2.24M -101,531 -98%
FAM
143
Family Asset Management
South Carolina
$48.6K -$11.8K -532 -20%
SSB
144
Sandy Spring Bank
Maryland
$38.7K -$59.7K -2,700 -61%
SWM
145
Spire Wealth Management
Virginia
$36.7K +$31.5K +1,425 +614%
S
146
SignatureFD
Georgia
$35.6K
KTC
147
Kistler-Tiffany Companies
Pennsylvania
$35.1K
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$23.3K
IA
149
IFP Advisors
Florida
$18.4K -$54.3K -2,457 -77%
AAS
150
Ameritas Advisory Services
Nebraska
$18.3K +$18.2K +825 New

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.