State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
31 hedge funds and large institutions have $71.7M invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
11% more funds holding
Funds holding: 28 → 31 (+3)
3.34% more ownership
Funds ownership: 29.54% → 32.88% (+3.3%)
4% more capital invested
Capital invested by funds: $68.7M → $71.7M (+$3.01M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$1.86M |
| 2 |
LWS
Lucia Wealth Services
San Diego,
California
|
+$1.42M |
| 3 |
Jane Street
New York
|
+$1.09M |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$770K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$588K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
-$7.48M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.53M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$978K |
| 4 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
-$903K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$352K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
26
Advisory Services Network
Atlanta,
Georgia
| $23K | +$1.15K | +45 | +5% |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $16K | – | – | – |
|
28
Citigroup
New York
| $13K | – | – | – |
|
|
AG
29
Advisor Group
Phoenix,
Arizona
| $13K | +$13.5K | +526 | New |
|
|
PCM
30
Peak Capital Management
Greenwood Village,
Colorado
| $6K | +$6.43K | +251 | New |
|
|
31
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$978K | -37,595 | Closed |
|
|
KFGK
32
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| – | -$903K | -24,797 | Closed |
|
|
TC
33
Telemus Capital
Southfield,
Michigan
| – | -$26K | -1,000 | Closed |
|
34
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$22K | -837 | Closed |
|
SPMB Hedge Fund Activity: Q1 2018 in Review
31 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q1 2018, worth a combined $71.7M — up 4.4% from $68.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SPMB positions and 4 closed out — a net gain of 3 holders — while 13 added to existing stakes and 7 trimmed.
The largest buyer was Stadion Money Management, adding an estimated $1.86M. The largest seller was IndexIQ Advisors, cutting an estimated $7.48M.
- 31 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q1 2018, up from 28 in Q4 2017.
- Funds reported $71.7M of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q1 2018, up 4.4% quarter-over-quarter.
- 7 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q1 2018 and 4 closed out, a net change of +3 holders.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q1 2018 was Stadion Money Management, an estimated $1.86M added.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q1 2018 was IndexIQ Advisors, an estimated $7.48M sold.
Based on aggregated 13F filings for Q1 2018.