State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
28 hedge funds and large institutions have $68.7M invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
43% more capital invested
Capital invested by funds: $48M → $68.7M (+$20.7M)
12% more funds holding
Funds holding: 25 → 28 (+3)
7.05% more ownership
Funds ownership: 22.49% → 29.54% (+7.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
+$22.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.68M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$1.2M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$983K |
| 5 |
CCA
Checchi Capital Advisers
Beverly Hills,
California
|
+$471K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.6M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$3.41M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$357K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$290K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$270K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $16K | +$52 | +2 | +0.3% |
|
27
Citigroup
New York
| $13K | – | – | – |
|
|
CSIA
28
Charles Schwab Investment Advisory
San Francisco,
California
| – | -$3.41M | -129,496 | Closed |
|
|
29
Ameriprise
Minneapolis,
Minnesota
| – | -$270K | -10,264 | Closed |
|
30
SEI Investments
Oaks,
Pennsylvania
| – | -$1K | -42 | Closed |
|
SPMB Hedge Fund Activity: Q4 2017 in Review
28 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q4 2017, worth a combined $68.7M — up 43% from $48M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SPMB positions and 3 closed out — a net gain of 3 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was IndexIQ Advisors, opening a new position worth an estimated $22.1M. The largest seller was Jane Street, cutting an estimated $3.6M.
- 28 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q4 2017, up from 25 in Q3 2017.
- Funds reported $68.7M of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q4 2017, up 43% quarter-over-quarter.
- 6 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q4 2017 and 3 closed out, a net change of +3 holders.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q4 2017 was IndexIQ Advisors, an estimated $22.1M added.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q4 2017 was Jane Street, an estimated $3.6M sold.
Based on aggregated 13F filings for Q4 2017.