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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
WAP
151
Wealthcare Advisory Partners
Pennsylvania
-$8.62M -334,986 Closed
Barclays
152
Barclays
United Kingdom
-$2.9M -112,607 Closed
MMA
153
Miracle Mile Advisors
California
-$1.94M -75,473 Closed
BCM
154
Boltwood Capital Management
California
-$1.35M -52,650 Closed
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
-$502K -19,556 Closed
HH
156
Hilltop Holdings
Texas
-$427K -16,597 Closed
ACM
157
Advisors Capital Management
New Jersey
-$316K -12,277 Closed
CIAS
158
CFS Investment Advisory Services
New Jersey
-$228K -8,855 Closed
BS
159
Boenning & Scattergood
Pennsylvania
-$200K -7,800 Closed
JCM
160
Jacobi Capital Management
Pennsylvania
-$167K -6,481 Closed
AF
161
Advisornet Financial
Minnesota
-$56K -2,178 Closed
AWM
162
Avior Wealth Management
Nebraska
-$21.5K -844 -100%
Koshinski Asset Management
163
Koshinski Asset Management
Illinois
-$19K -740 Closed
ADL
164
Asset Dedication LLC
California
-$18K -716 Closed
HI
165
Harbour Investments
Wisconsin
-$7K -257 Closed
OSAM
166
O'Shaughnessy Asset Management
Connecticut
-$6K -218 Closed
CAAS
167
Capital Asset Advisory Services
Michigan
-$5K -182 Closed
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
-$4K -173 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.