State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
162 hedge funds and large institutions have $3.68B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 27 closing their positions.
48% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 27
5% more funds holding
Funds holding: 154 → 162 (+8)
1.87% more ownership
Funds ownership: 94.54% → 96.41% (+1.9%)
5% more capital invested
Capital invested by funds: $3.52B → $3.68B (+$161M)
9% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 56
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$101M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$53.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$27.9M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$21.5M |
| 5 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$50.9M |
| 2 |
KW
KWB Wealth
Redlands,
California
|
-$15.9M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$14.7M |
| 4 |
AssetMark Inc
Concord,
California
|
-$10.3M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$10.2M |
SPMB Hedge Fund Activity: Q4 2022 in Review
162 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q4 2022, worth a combined $3.68B — up 4.6% from $3.52B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SPMB positions and 27 closed out — a net gain of 13 holders — while 51 added to existing stakes and 56 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $101M. The largest seller was Jane Street, exiting entirely with an estimated $50.9M sold.
- 162 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q4 2022, up from 154 in Q3 2022.
- Funds reported $3.68B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q4 2022, up 4.6% quarter-over-quarter.
- 40 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q4 2022 and 27 closed out, a net change of +13 holders.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $101M added.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q4 2022 was Jane Street, an estimated $50.9M sold.
Based on aggregated 13F filings for Q4 2022.