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State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

88 hedge funds and large institutions have $1.82B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more capital invested

Capital invested by funds: $579M → $1.82B (+$1.25B)

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

141% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 17

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

14.78% more ownership

Funds ownership: 77.21% → 92% (+15%)

6% more funds holding

Funds holding: 83 → 88 (+5)

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.94%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
19
Increased
41
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$1.02B
2
Jane Street
Jane Street
New York
+$88.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$43M
4
GI
Gradient Investments
Minnesota
+$20.8M
5
LPL Financial
LPL Financial
California
+$16.8M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$10.7M
2
PWS
Private Wealth Strategies
Ohio
-$6.19M
3
BCV
Banque Cantonale Vaudoise
Switzerland
-$3.92M
4
SRSA
S.R. Schill & Associates
Washington
-$2.72M
5
HC
HNP Capital
New York
-$2.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
EB
26
Eastern Bank
Massachusetts
$2.16M +$2.12M +80,837 New
RJA
27
Raymond James & Associates
Florida
$2.1M +$59.2K +2,252 +3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.05M +$1.39M +53,033 +223%
IA
29
IndexIQ Advisors
New York
$1.86M +$1.14M +43,393 +165%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.83M +$13.5K +513 +0.8%
FFN
31
Focus Financial Network
Minnesota
$1.82M +$72.7K +2,765 +4%
AWM
32
AE Wealth Management
Kansas
$1.81M +$618K +23,524 +53%
SS
33
Simplicity Solutions
Minnesota
$1.72M +$605K +23,042 +56%
CAC
34
Certified Advisory Corp
Florida
$1.64M +$601K +22,868 +59%
SA
35
Stewardship Advisors
Pennsylvania
$1.6M -$1.17M -44,648 -43%
GIA
36
Gladstone Institutional Advisory
Florida
$1.59M +$1.57M +59,722 New
Bessemer Group
37
Bessemer Group
New Jersey
$1.33M – – –
Verition Fund Management
38
Verition Fund Management
Connecticut
$1.22M +$1.2M +45,645 New
OC
39
Oppenheimer & Co
New York
$1.08M – – –
WP
40
WealthSource Partners
California
$998K +$982K +37,384 New
PAG
41
Pinnacle Advisory Group
Maryland
$982K -$87K -3,312 -8%
CWM
42
Cornerstone Wealth Management
Missouri
$824K +$7.96K +303 +1%
UR
43
USCA RIA
Texas
$715K +$2.5K +95 +0.4%
HH
44
Hilltop Holdings
Texas
$698K +$59.4K +2,262 +9%
KWM
45
Kingsview Wealth Management
Oregon
$674K +$155K +5,886 +30%
Fisher Asset Management
46
Fisher Asset Management
Washington
$663K +$57.6K +2,191 +10%
CW
47
CreativeOne Wealth
Kansas
$644K +$111K +4,220 +21%
AAS
48
Avantax Advisory Services
Texas
$635K +$30.3K +1,152 +5%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$603K -$10.7M -408,489 -95%
VCP
50
Verus Capital Partners
Arizona
$533K +$63.6K +2,420 +14%
1
2
3 4

SPMB Hedge Fund Activity: Q1 2020 in Review

88 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q1 2020, worth a combined $1.82B — up 215% from $579M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SPMB positions and 11 closed out — a net gain of 8 holders — while 41 added to existing stakes and 17 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $1.02B. The largest seller was Commonwealth Equity Services, cutting an estimated $10.7M.

  • 88 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q1 2020, up from 83 in Q4 2019.
  • Funds reported $1.82B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q1 2020, up 215% quarter-over-quarter.
  • 19 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q1 2020 and 11 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q1 2020 was Financial Engines Advisors, an estimated $1.02B added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q1 2020 was Commonwealth Equity Services, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2020.