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State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

67 hedge funds and large institutions have $783M invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

553% more capital invested

Capital invested by funds: $120M → $783M (+$663M)

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

135.19% more ownership

Funds ownership: 54.58% → 189.77% (+135%)

20% more funds holding

Funds holding: 56 → 67 (+11)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
67
Holders Change
+11
Holders Change %
+19.64%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
32
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$320M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$312M
3
Bank of America
Bank of America
North Carolina
+$9.05M
4
ACG
Allen Capital Group
Nebraska
+$5.73M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$1.81M

Top Sellers

1
FEG
Financial Enhancement Group
Indiana
-$2.18M
2
RIM
Redwood Investment Management
Arizona
-$303K
3
BCM
Brookstone Capital Management
Illinois
-$234K
4
CF
Centaurus Financial
California
-$191K
5
LA
LexAurum Advisors
Kansas
-$187K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IndexIQ Advisors
New York
$860K +$435K +16,625 +103%
FI
27
FormulaFolio Investments
Michigan
$757K +$755K +28,828 New
HC
28
HNP Capital
New York
$734K +$731K +27,918 New
VRM
29
Vectors Research Management
New York
$733K +$731K +27,918 New
CWM
30
Cornerstone Wealth Management
Missouri
$713K +$77.6K +2,965 +12%
BCM
31
Brookstone Capital Management
Illinois
$703K -$234K -8,938 -25%
PAG
32
Pinnacle Advisory Group
Maryland
$692K +$47.9K +1,828 +7%
Fisher Asset Management
33
Fisher Asset Management
Washington
$658K +$67.8K +2,589 +12%
AWM
34
AE Wealth Management
Kansas
$652K +$650K +24,826 New
SS
35
Simplicity Solutions
Minnesota
$630K +$628K +23,982 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$610K +$126K +4,816 +26%
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$539K +$165K +6,288 +44%
CAC
38
Certified Advisory Corp
Florida
$512K +$399K +15,242 +358%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$503K +$131K +5,000 +35%
CW
40
CreativeOne Wealth
Kansas
$469K +$467K +17,849 New
UR
41
USCA RIA
Texas
$464K +$230K +8,770 +99%
LA
42
LexAurum Advisors
Kansas
$453K -$187K -7,136 -29%
CWM
43
Cedar Wealth Management
California
$439K +$219K +8,378 +100%
HH
44
Hilltop Holdings
Texas
$426K +$79.3K +3,029 +23%
JP Morgan Chase
45
JP Morgan Chase
New York
$403K -$59K -2,252 -13%
GM
46
GeoWealth Management
Illinois
$394K +$393K +15,008 New
LWS
47
Lucia Wealth Services
California
$356K +$46.5K +1,776 +15%
KWM
48
Kingsview Wealth Management
Oregon
$355K +$45.8K +1,751 +15%
AAS
49
Avantax Advisory Services
Texas
$279K -$16.1K -615 -5%
UBS Group
50
UBS Group
Switzerland
$242K -$18.9K -723 -7%
1
2
3

SPMB Hedge Fund Activity: Q3 2019 in Review

67 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q3 2019, worth a combined $783M — up 553% from $120M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SPMB positions and 6 closed out — a net gain of 11 holders — while 32 added to existing stakes and 10 trimmed.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $320M. The largest seller was Financial Enhancement Group, cutting an estimated $2.18M.

  • 67 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q3 2019, up from 56 in Q2 2019.
  • Funds reported $783M of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q3 2019, up 553% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q3 2019 and 6 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q3 2019 was Financial Engines Advisors, an estimated $320M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q3 2019 was Financial Enhancement Group, an estimated $2.18M sold.

Based on aggregated 13F filings for Q3 2019.