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State Street SPDR Portfolio Mortgage Backed Bond ETF

154 hedge funds and large institutions have $3.71B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 69 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2.15% less ownership

Funds ownership: 95.53%93.37% (-2.2%)

4% less funds holding

Funds holding: 161154 (-7)

9% less capital invested

Capital invested by funds: $4.08B → $3.71B (-$373M)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

39% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 69

Holders
154
Holders Change
-7
Holders Change %
-4.35%
% of All Funds
2.59%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
23
Increased
42
Reduced
69
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.9B -$141M -6,115,609 -5%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$123M +$15.5M +673,019 +14%
TC
3
TownSquare Capital
Utah
$93.1M -$1.05M -45,678 -1%
LPL Financial
4
LPL Financial
California
$87.7M -$6.21M -269,714 -7%
UCFA
5
United Capital Financial Advisors
Texas
$34.2M -$3.2M -138,805 -8%
ZIG
6
Zurich Insurance Group
Switzerland
$33.9M
KW
7
KWB Wealth
California
$31.8M -$4.84M -210,013 -13%
State Street
8
State Street
Massachusetts
$30.1M +$5.96M +258,792 +24%
Jane Street
9
Jane Street
New York
$27.4M -$55M -2,387,323 -67%
Morgan Stanley
10
Morgan Stanley
New York
$26M +$22.3M +967,714 +567%
Bank of America
11
Bank of America
North Carolina
$25.8M +$17M +736,724 +188%
Wells Fargo
12
Wells Fargo
California
$17.3M +$350K +15,186 +2%
CF
13
Cantor Fitzgerald
New York
$15.9M +$16.1M +697,391 New
CWP
14
Concord Wealth Partners
Virginia
$13.7M +$243K +10,543 +2%
GVAG
15
Great Valley Advisor Group
Delaware
$13.3M +$6.28M +272,871 +89%
Goldman Sachs
16
Goldman Sachs
New York
$13.2M +$13.3M +575,746 New
DJSG
17
D.J. St. Germain
Massachusetts
$12.6M +$1.05M +45,664 +9%
CI
18
CX Institutional
Indiana
$11.4M -$3.97M -172,602 -26%
AssetMark Inc
19
AssetMark Inc
California
$11.4M +$393K +17,057 +4%
Ameriprise
20
Ameriprise
Minnesota
$9.28M +$1.66M +72,184 +22%
CCA
21
Checchi Capital Advisers
California
$9.22M +$5.45M +236,740 +152%
AWM
22
AE Wealth Management
Kansas
$7.85M +$49.7K +2,157 +0.6%
CAMV
23
Concord Asset Management (Virginia)
Virginia
$7.58M +$289K +12,533 +4%
CWM
24
Comprehensive Wealth Management
Washington
$7.25M -$8.32M -361,405 -53%
MCC
25
Money Concepts Capital
Florida
$6.9M -$160K -6,947 -2%

SPMB Hedge Fund Activity: Q2 2022 in Review

154 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q2 2022, worth a combined $3.71B — down 9.1% from $4.08B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SPMB and 23 opened new positions — a net loss of 4 holders — while 69 trimmed existing stakes and 42 added.

The largest buyer was Morgan Stanley, adding an estimated $22.3M. The largest seller was Financial Engines Advisors, cutting an estimated $141M.

  • 154 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q2 2022, down from 161 in Q1 2022.
  • Funds reported $3.71B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q2 2022, down 9.1% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q2 2022 and 27 closed out, a net change of -4 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q2 2022 was Morgan Stanley, an estimated $22.3M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q2 2022 was Financial Engines Advisors, an estimated $141M sold.

Based on aggregated 13F filings for Q2 2022.