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State Street SPDR Portfolio Mortgage Backed Bond ETF

163 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 41 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 28

5% more funds holding

Funds holding: 155163 (+8)

1.77% more ownership

Funds ownership: 94.64%96.41% (+1.8%)

5% more capital invested

Capital invested by funds: $3.52B → $3.68B (+$167M)

9% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 56

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
163
Holders Change
+8
Holders Change %
+5.16%
% of All Funds
2.62%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
41
Increased
51
Reduced
56
Closed
28
Calls
$24K
Puts
Net Calls
+$24K
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.87B +$101M +4,671,042 +4%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$122M -$10.2M -472,667 -8%
LPL Financial
3
LPL Financial
California
$82.4M +$9.47M +438,980 +13%
TC
4
TownSquare Capital
Utah
$72M -$2.95M -136,954 -4%
CIM
5
Confluence Investment Management
Missouri
$54.2M +$53.9M +2,496,970 New
State Street
6
State Street
Massachusetts
$42.1M +$8.32M +385,879 +25%
Ameriprise
7
Ameriprise
Minnesota
$37.5M +$27.9M +1,291,161 +296%
ZIG
8
Zurich Insurance Group
Switzerland
$32.2M
Bank of America
9
Bank of America
North Carolina
$30.4M +$7.12M +329,877 +31%
Morgan Stanley
10
Morgan Stanley
New York
$27.1M +$991K +45,960 +4%
UCFA
11
United Capital Financial Advisors
Texas
$22.8M -$5.42M -251,297 -19%
CI
12
CX Institutional
Indiana
$22.4M +$1.85M +85,525 +9%
Stifel Financial
13
Stifel Financial
Missouri
$21.6M +$21.5M +995,787 New
SFO
14
Stokes Family Office
Louisiana
$18.5M +$18.4M +851,544 New
GI
15
Gradient Investments
Minnesota
$17M +$16.9M +782,038 +46,412%
KW
16
KWB Wealth
California
$15.3M -$15.9M -738,719 -51%
GVAG
17
Great Valley Advisor Group
Delaware
$12M -$507K -23,489 -4%
Wells Fargo
18
Wells Fargo
California
$10.4M -$4.25M -196,936 -29%
CF
19
Cantor Fitzgerald
New York
$10.3M -$213K -9,894 -2%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$9.04M +$8.97M +415,975 +88,130%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$7.94M +$227K +10,513 +3%
AWM
22
AE Wealth Management
Kansas
$6.55M -$45.7K -2,118 -0.7%
CWM
23
Comprehensive Wealth Management
Washington
$6.44M -$169K -7,857 -3%
GLA
24
Good Life Advisors
Pennsylvania
$6.34M -$20K -928 -0.3%
CWM
25
Chesapeake Wealth Management
Virginia
$6.05M -$241K -11,186 -4%