State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
29 hedge funds and large institutions have $54.5M invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 5 closing their positions.
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
3% less capital invested
Capital invested by funds: $56.4M → $54.5M (-$1.89M)
1.08% less ownership
Funds ownership: 17.74% → 16.65% (-1.1%)
3% less funds holding
Funds holding: 30 → 29 (-1)
31% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 13
Top Buyers
Top Sellers
| 1 |
IA
IndexIQ Advisors
New York
|
-$4.93M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.15M |
| 3 |
AssetMark Inc
Concord,
California
|
-$2.08M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.03M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$764K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $7K | +$6.57K | +250 | New |
|
|
IWM
27
IHT Wealth Management
Chicago,
Illinois
| $6K | -$40.7K | -1,549 | -93% |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $2K | -$4.12K | -157 | -71% |
|
|
VKH
29
Virtu KCG Holdings
New York
| – | -$764K | -29,088 | Closed |
|
|
SB
30
Suntrust Banks
Atlanta,
Georgia
| – | -$370K | -13,665 | Closed |
|
|
AI
31
Atria Investments
Charlotte,
North Carolina
| – | -$352K | -13,400 | Closed |
|
|
RJFSA
32
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$324K | -12,347 | Closed |
|
|
SFG
33
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| – | -$17K | -612 | Closed |
|
SPMB Hedge Fund Activity: Q1 2017 in Review
29 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q1 2017, worth a combined $54.5M — down 3.4% from $56.4M a quarter earlier.
Fund positioning in SPMB was balanced in Q1 2017: 5 funds opened new positions, 5 closed out, 9 added to existing stakes and 13 trimmed.
The largest buyer was FAS Wealth Partners, opening a new position worth an estimated $3.46M. The largest seller was IndexIQ Advisors, cutting an estimated $4.93M.
- 29 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q1 2017, down from 30 in Q4 2016.
- Funds reported $54.5M of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q1 2017, down 3.4% quarter-over-quarter.
- 5 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q1 2017 and 5 closed out, a net change of 0 holders.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q1 2017 was FAS Wealth Partners, an estimated $3.46M added.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q1 2017 was IndexIQ Advisors, an estimated $4.93M sold.
Based on aggregated 13F filings for Q1 2017.