State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
36 hedge funds and large institutions have $111M invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
55% more capital invested
Capital invested by funds: $71.7M → $111M (+$39.1M)
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
16% more funds holding
Funds holding: 31 → 36 (+5)
12.28% more ownership
Funds ownership: 32.88% → 45.16% (+12%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
+$15.5M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$13.3M |
| 3 |
Jane Street
New York
|
+$3.07M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.34M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWS
Lucia Wealth Services
San Diego,
California
|
-$1.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.3M |
| 3 |
CWM
Chesapeake Wealth Management
Williamsburg,
Virginia
|
-$673K |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$290K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$257K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
26
Elmwood Wealth Management
Berkeley,
California
| $158K | – | – | – |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $56K | – | – | – |
|
|
AG
28
Advisor Group
Phoenix,
Arizona
| $13K | – | – | – |
|
29
Citigroup
New York
| $13K | – | – | – |
|
|
SMFS
30
Squar Milner Financial Services
Irvine,
California
| $7K | +$7.02K | +277 | New |
|
|
PCM
31
Peak Capital Management
Greenwood Village,
Colorado
| $6K | – | – | – |
|
32
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $5K | +$4.61K | +182 | New |
|
|
BCA
33
Bay Colony Advisors
Concord,
Massachusetts
| $2K | +$1.93K | +76 | New |
|
|
IA
34
IFP Advisors
Tampa,
Florida
| $1K | -$14.4K | -568 | -92% |
|
|
35
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$257K | -10,028 | Closed |
|
36
Stifel Financial
St. Louis,
Missouri
| – | -$240K | -9,347 | Closed |
|
|
IWM
37
IHT Wealth Management
Chicago,
Illinois
| – | -$43K | -1,665 | Closed |
|
|
ASN
38
Advisory Services Network
Atlanta,
Georgia
| – | -$23K | -886 | Closed |
|
|
WP
39
WealthShield Partners
Cary,
North Carolina
| – | +$304 | +12 | New |
|
SPMB Hedge Fund Activity: Q2 2018 in Review
36 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q2 2018, worth a combined $111M — up 55% from $71.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SPMB positions and 4 closed out — a net gain of 5 holders — while 12 added to existing stakes and 9 trimmed.
The largest buyer was IndexIQ Advisors, adding an estimated $15.5M. The largest seller was Lucia Wealth Services, cutting an estimated $1.6M.
- 36 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q2 2018, up from 31 in Q1 2018.
- Funds reported $111M of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q2 2018, up 55% quarter-over-quarter.
- 9 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q2 2018 and 4 closed out, a net change of +5 holders.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q2 2018 was IndexIQ Advisors, an estimated $15.5M added.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q2 2018 was Lucia Wealth Services, an estimated $1.6M sold.
Based on aggregated 13F filings for Q2 2018.