State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
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.
83% more funds holding in top 10
Funds holding in top 10: 6 → 11 (+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: 163 → 167 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$236M |
| 2 |
Jane Street
New York
|
+$45.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$33.2M |
| 4 |
HCC
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
+$24.4M |
| 5 |
CA
CGN Advisors
Manhattan,
Kansas
|
+$21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$108M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$16.4M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$8.85M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.9M |
| 5 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$6.2M |
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.