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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.97B +$232M +9,099,741 +8%
MWM
2
Modera Wealth Management
New Jersey
$179M -$8.44M -330,999 -4%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$120M +$7.91M +310,137 +7%
LPL Financial
4
LPL Financial
California
$101M +$135K +5,312 +0.1%
TC
5
TownSquare Capital
Utah
$81.7M -$1.61M -63,343 -2%
UCFA
6
United Capital Financial Advisors
Texas
$41.5M +$5.3M +207,815 +15%
KW
7
KWB Wealth
California
$40.8M +$1.36M +53,489 +3%
ZIG
8
Zurich Insurance Group
Switzerland
$37.6M +$11.6M +454,179 +44%
State Street
9
State Street
Massachusetts
$29.3M +$4.18M +164,035 +17%
GI
10
Gradient Investments
Minnesota
$23.2M +$3.06M +120,197 +15%
Bank of America
11
Bank of America
North Carolina
$23M -$2.42M -95,113 -10%
CWP
12
Concord Wealth Partners
Virginia
$17.1M +$1.85M +72,588 +12%
GLA
13
Good Life Advisors
Pennsylvania
$17.1M +$40.2K +1,576 +0.2%
PAG
14
Private Advisor Group
New Jersey
$13.1M +$2.39M +93,654 +22%
FTUS
15
Flow Traders U.S.
New York
$13.1M +$198K +7,762 +2%
CFO
16
Capitol Family Office
Oregon
$12.8M +$12.9M +504,340 New
CI
17
CX Institutional
Indiana
$11.8M +$11.8M +463,419 New
AssetMark Inc
18
AssetMark Inc
California
$10.9M +$483K +18,954 +5%
DJSG
19
D.J. St. Germain
Massachusetts
$10.2M +$10.3M +403,430 New
CAMV
20
Concord Asset Management (Virginia)
Virginia
$9.71M +$9.76M +382,711 New
SWP
21
Stratos Wealth Partners
Ohio
$9.47M +$2.62M +102,784 +38%
CFIA
22
Cantor Fitzgerald Investment Advisors
New York
$9.38M +$9.42M +369,683 New
Ameriprise
23
Ameriprise
Minnesota
$8.34M +$390K +15,298 +5%
MCC
24
Money Concepts Capital
Florida
$8.23M +$8.26M +324,174 New
AWM
25
AE Wealth Management
Kansas
$7.98M +$289K +11,337 +4%

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.