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State Street SPDR Portfolio Mortgage Backed Bond ETF

167 hedge funds and large institutions have $4.05B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

10% more capital invested

Capital invested by funds: $3.68B → $4.05B (+$365M)

2% more funds holding

Funds holding: 163167 (+4)

0.17% less ownership

Funds ownership: 96.41%96.24% (-0.17%)

3% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 59

Holders
167
Holders Change
+4
Holders Change %
+2.45%
% of All Funds
2.66%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.18%
New
30
Increased
57
Reduced
59
Closed
24
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$22K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$3.17B +$236M +10,662,730 +8%
LPL Financial
2
LPL Financial
California
$118M +$33.2M +1,499,765 +39%
TC
3
TownSquare Capital
Utah
$76.7M +$3.1M +140,057 +4%
CIM
4
Confluence Investment Management
Missouri
$52.4M -$2.92M -132,234 -5%
Jane Street
5
Jane Street
New York
$45.3M +$45.1M +2,042,340 New
State Street
6
State Street
Massachusetts
$41M -$1.98M -89,602 -5%
Bank of America
7
Bank of America
North Carolina
$35.4M +$4.28M +193,580 +14%
GI
8
Gradient Investments
Minnesota
$34.6M +$17.2M +776,332 +99%
ZIG
9
Zurich Insurance Group
Switzerland
$32.8M
Ameriprise
10
Ameriprise
Minnesota
$30.4M -$7.9M -357,238 -21%
Morgan Stanley
11
Morgan Stanley
New York
$27.7M -$40K -1,808 -0.1%
HCC
12
Hirtle Callaghan & Co
Pennsylvania
$26.5M +$24.4M +1,104,972 +1,259%
CI
13
CX Institutional
Indiana
$25M +$2.14M +96,840 +9%
CA
14
CGN Advisors
Kansas
$22M +$21M +950,940 +2,419%
UCFA
15
United Capital Financial Advisors
Texas
$19.8M -$3.5M -158,215 -15%
KW
16
KWB Wealth
California
$15.7M +$376K +17,022 +2%
SFO
17
Stokes Family Office
Louisiana
$13.8M -$5.09M -230,156 -27%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$13M -$108M -4,869,975 -89%
GVAG
19
Great Valley Advisor Group
Delaware
$13M +$716K +32,400 +6%
Mariner
20
Mariner
Kansas
$12.7M +$8.47M +382,957 +201%
Wells Fargo
21
Wells Fargo
California
$12.2M +$1.63M +73,579 +15%
LFPWM
22
Leicht Financial Planning & Wealth Management
New Jersey
$12.1M +$6.65M +300,825 +123%
FLA
23
Financial Life Advisors
Texas
$11.6M +$11.6M +524,515 New
CF
24
Cantor Fitzgerald
New York
$10.5M -$19.1K -866 -0.2%
EH
25
Equitable Holdings
New York
$8.38M +$8.35M +377,664 New

SPMB Hedge Fund Activity: Q1 2023 in Review

167 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q1 2023, worth a combined $4.05B — up 9.9% from $3.68B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SPMB positions and 24 closed out — a net gain of 6 holders — while 57 added to existing stakes and 59 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $236M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $108M.

  • 167 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q1 2023, up from 163 in Q4 2022.
  • Funds reported $4.05B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q1 2023, up 9.9% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q1 2023 and 24 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q1 2023 was Financial Engines Advisors, an estimated $236M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $108M sold.

Based on aggregated 13F filings for Q1 2023.