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State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

51 hedge funds and large institutions have $121M invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

60% more capital invested

Capital invested by funds: $75.4M → $121M (+$45.3M)

21% more funds holding

Funds holding: 42 → 51 (+9)

14.97% more ownership

Funds ownership: 30.61% → 45.58% (+15%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
51
Holders Change
+9
Holders Change %
+21.43%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
18
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$19.1M
2
FEG
Financial Enhancement Group
Indiana
+$17.7M
3
GI
Gradient Investments
Minnesota
+$11.7M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.49M
5
1NWS
1 North Wealth Services
Maryland
+$1.45M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$6.24M
2
SMM
Stadion Money Management
Georgia
-$2.39M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.24M
4
BCM
Brookstone Capital Management
Illinois
-$1.76M
5
UBS Group
UBS Group
Switzerland
-$1.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$409K +$24.5K +959 +6%
BFG
27
Barber Financial Group
Kansas
$362K +$359K +14,031 New
HH
28
Hilltop Holdings
Texas
$342K – – –
PFGIA
29
Patriot Financial Group Insurance Agency
Massachusetts
$294K +$135K +5,299 +87%
CWM
30
Cornerstone Wealth Management
Missouri
$281K +$24.3K +950 +4%
UBS Group
31
UBS Group
Switzerland
$256K -$1.36M -53,065 -84%
LA
32
LexAurum Advisors
Kansas
$256K +$253K +9,906 New
CFIA
33
Cantor Fitzgerald Investment Advisors
New York
$248K +$246K +9,607 New
UR
34
USCA RIA
Texas
$229K +$227K +8,880 New
IA
35
IndexIQ Advisors
New York
$223K -$231K -9,028 -51%
TAIM
36
TD Ameritrade Investment Management
Nebraska
$183K -$11.4K -448 -6%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$176K +$5.72K +224 +3%
CWM
38
Cedar Wealth Management
California
$164K +$160K +6,259 +6,259%
AG
39
Advisor Group
Arizona
$57K – – –
FHA
40
Flagship Harbor Advisors
Massachusetts
$51K – – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$49K +$48.6K +1,901 New
FHA
42
First Horizon Advisors
Tennessee
$42K +$230 +9 +0.5%
Citigroup
43
Citigroup
New York
$39K +$25.8K +1,010 +202%
CFGS
44
Concourse Financial Group Securities
Alabama
$29K -$664 -26 -2%
TRCT
45
Tower Research Capital (TRC)
New York
$11K – – –
SMFS
46
Squar Milner Financial Services
California
$7K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$7K +$6.52K +255 New
AssetMark Inc
48
AssetMark Inc
California
– -$6.24M -244,310 -100%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$2.24M -88,294 Closed
SAS
50
Sage Advisory Services
Texas
– -$261K -10,295 Closed
1
2
3

SPMB Hedge Fund Activity: Q1 2019 in Review

51 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q1 2019, worth a combined $121M — up 60% from $75.4M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SPMB positions and 6 closed out — a net gain of 9 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $19.1M. The largest seller was AssetMark Inc, cutting an estimated $6.24M.

  • 51 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q1 2019, up from 42 in Q4 2018.
  • Funds reported $121M of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q1 2019, up 60% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q1 2019 and 6 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q1 2019 was Wealth Enhancement Advisory Services, an estimated $19.1M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q1 2019 was AssetMark Inc, an estimated $6.24M sold.

Based on aggregated 13F filings for Q1 2019.