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State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

56 hedge funds and large institutions have $120M invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

10% more funds holding

Funds holding: 51 → 56 (+5)

9% more ownership

Funds ownership: 45.58% → 54.58% (+9%)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

1% less capital invested

Capital invested by funds: $121M → $120M (-$936K)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
16
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$6.3M
2
State Street
State Street
Massachusetts
+$3.52M
3
RIM
Redwood Investment Management
Arizona
+$3.38M
4
GI
Gradient Investments
Minnesota
+$2.76M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.21M

Top Sellers

Rank Fund Capital Flow
1
FEG
Financial Enhancement Group
Indiana
-$19.1M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.52M
3
TC
TownSquare Capital
Utah
-$1.59M
4
Citadel Advisors
Citadel Advisors
Florida
-$896K
5
FTUS
Flow Traders U.S.
New York
-$822K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$481K -$219K -8,469 -32%
SHIM
27
Stone House Investment Management
Pennsylvania
$479K +$473K +18,317 New
JP Morgan Chase
28
JP Morgan Chase
New York
$459K +$44.8K +1,734 +11%
IA
29
IndexIQ Advisors
New York
$420K +$193K +7,457 +86%
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$370K +$73.1K +2,829 +25%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$370K +$366K +14,165 New
HH
32
Hilltop Holdings
Texas
$345K -$1.34K -52 -0.4%
LWS
33
Lucia Wealth Services
California
$308K +$305K +11,794 New
KWM
34
Kingsview Wealth Management
Oregon
$307K +$304K +11,749 New
AAS
35
Avantax Advisory Services
Texas
$294K +$290K +11,240 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$260K +$80.8K +3,127 +46%
UBS Group
37
UBS Group
Switzerland
$259K -$258 -10 -0.1%
UR
38
USCA RIA
Texas
$232K – – –
CWM
39
Cedar Wealth Management
California
$218K +$51.2K +1,981 +31%
RA
40
RFG Advisory
Alabama
$205K +$200K +7,752 New
CF
41
Centaurus Financial
California
$191K +$188K +7,291 New
TAIM
42
TD Ameritrade Investment Management
Nebraska
$162K -$23.3K -900 -13%
CAC
43
Certified Advisory Corp
Florida
$111K +$110K +4,252 New
AG
44
Advisor Group
Arizona
$78K +$20.7K +800 +36%
FHA
45
Flagship Harbor Advisors
Massachusetts
$52K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$49K – – –
Citigroup
47
Citigroup
New York
$39K – – –
CFGS
48
Concourse Financial Group Securities
Alabama
$29K – – –
APA
49
American Portfolios Advisors
New York
$11.9K +$11.7K +454 New
TRCT
50
Tower Research Capital (TRC)
New York
$11K – – –
1
2
3

SPMB Hedge Fund Activity: Q2 2019 in Review

56 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q2 2019, worth a combined $120M — down 0.78% from $121M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SPMB positions and 9 closed out — a net gain of 6 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $6.3M. The largest seller was Financial Enhancement Group, cutting an estimated $19.1M.

  • 56 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q2 2019, up from 51 in Q1 2019.
  • Funds reported $120M of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q2 2019, down 0.78% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q2 2019 and 9 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q2 2019 was Wealth Enhancement Advisory Services, an estimated $6.3M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q2 2019 was Financial Enhancement Group, an estimated $19.1M sold.

Based on aggregated 13F filings for Q2 2019.