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State Street SPDR Portfolio Mortgage Backed Bond ETF

161 hedge funds and large institutions have $4.08B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

7% more funds holding

Funds holding: 150161 (+11)

1.07% more ownership

Funds ownership: 94.45%95.53% (+1.1%)

3% more capital invested

Capital invested by funds: $3.97B → $4.08B (+$113M)

8% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 59

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
161
Holders Change
+11
Holders Change %
+7.33%
% of All Funds
2.54%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
33
Increased
54
Reduced
59
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
$3.18B +$394M +16,029,675 +14%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$113M -$2.29M -93,217 -2%
TC
3
TownSquare Capital
Utah
$98.7M +$22.2M +901,793 +28%
LPL Financial
4
LPL Financial
California
$98.5M +$3.02M +122,621 +3%
Jane Street
5
Jane Street
New York
$85.9M +$86.8M +3,526,046 +5,991%
KW
6
KWB Wealth
California
$40.6M -$159K -6,443 -0.4%
UCFA
7
United Capital Financial Advisors
Texas
$39.2M +$3.05K +124 +0%
ZIG
8
Zurich Insurance Group
Switzerland
$35.5M
State Street
9
State Street
Massachusetts
$25.4M -$2.36M -95,708 -8%
Wells Fargo
10
Wells Fargo
California
$17.8M +$11.1M +449,179 +153%
CFIA
11
Cantor Fitzgerald Investment Advisors
New York
$17.2M +$8.56M +347,739 +94%
CWM
12
Comprehensive Wealth Management
Washington
$16.3M +$16.7M +678,506 New
MWM
13
Modera Wealth Management
New Jersey
$16.2M -$157M -6,371,816 -90%
CI
14
CX Institutional
Indiana
$16.1M +$5.09M +206,803 +45%
CWP
15
Concord Wealth Partners
Virginia
$14.2M -$2.07M -84,322 -12%
AWS
16
Atria Wealth Solutions
New York
$12.5M +$12.8M +519,861 New
DJSG
17
D.J. St. Germain
Massachusetts
$12.1M +$2.49M +101,032 +25%
AssetMark Inc
18
AssetMark Inc
California
$11.5M +$1.23M +49,882 +12%
Bank of America
19
Bank of America
North Carolina
$9.41M -$12.6M -512,554 -57%
PAG
20
Private Advisor Group
New Jersey
$9.01M -$3.45M -140,278 -27%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$8.82M +$8.96M +364,154 +9,429%
AWM
22
AE Wealth Management
Kansas
$8.18M +$663K +26,941 +9%
Ameriprise
23
Ameriprise
Minnesota
$7.98M +$124K +5,022 +2%
GLA
24
Good Life Advisors
Pennsylvania
$7.78M -$8.55M -347,404 -52%
CAMV
25
Concord Asset Management (Virginia)
Virginia
$7.65M -$1.56M -63,358 -17%