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State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

99 hedge funds and large institutions have $1.75B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

13% more funds holding

Funds holding: 88 → 99 (+11)

4% less capital invested

Capital invested by funds: $1.82B → $1.75B (-$72.1M)

4.31% less ownership

Funds ownership: 92% → 87.69% (-4.3%)

Holders
99
Holders Change
+11
Holders Change %
+12.5%
% of All Funds
2.03%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
26
Increased
34
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$14.4M
2
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
+$11.6M
3
UCFA
United Capital Financial Advisors
Texas
+$10.6M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$10.3M
5
SWP
Stratos Wealth Partners
Ohio
+$5.71M

Top Sellers

1
Jane Street
Jane Street
New York
-$72.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$41.1M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$40M
4
Morgan Stanley
Morgan Stanley
New York
-$12.4M
5
Bank of America
Bank of America
North Carolina
-$5.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
26
Level Four Advisory Services
Texas
$3.89M +$3.89M +145,202 New
Citadel Advisors
27
Citadel Advisors
Florida
$3.81M -$41.1M -1,532,747 -92%
AF
28
Advisornet Financial
Minnesota
$3.57M +$482 +18 +0%
RIM
29
Redwood Investment Management
Arizona
$3.45M -$124K -4,636 -3%
GVAG
30
Great Valley Advisor Group
Delaware
$3.25M +$3.25M +121,219 New
Osaic Holdings
31
Osaic Holdings
Arizona
$3.23M +$66.5K +2,481 +2%
MWPCG
32
Measured Wealth Private Client Group
New Hampshire
$3.22M +$3.22M +120,179 New
VFA
33
Values First Advisors
Tennessee
$3.11M -$61.9K -2,310 -2%
VWA
34
Visionary Wealth Advisors
Illinois
$2.69M -$1.94M -72,299 -42%
HC
35
HNP Capital
New York
$2.44M +$2.44M +91,066 New
VRM
36
Vectors Research Management
New York
$2.4M +$101K +3,767 +4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.26M +$204K +7,617 +10%
RJA
38
Raymond James & Associates
Florida
$2.18M +$71.8K +2,679 +3%
CAC
39
Certified Advisory Corp
Florida
$2M +$350K +13,078 +21%
IA
40
IndexIQ Advisors
New York
$1.94M +$74.1K +2,765 +4%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.76M -$79.1K -2,953 -4%
GIA
42
Gladstone Institutional Advisory
Florida
$1.71M +$111K +4,141 +7%
ECM
43
Exchange Capital Management
Michigan
$1.24M +$1.24M +46,193 New
Verition Fund Management
44
Verition Fund Management
Connecticut
$1.22M – – –
AWE
45
Avidian Wealth Enterprises
Texas
$1M +$999K +37,312 New
JP Morgan Chase
46
JP Morgan Chase
New York
$997K +$586K +21,877 +143%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$984K +$461K +17,200 +88%
PAG
48
Pinnacle Advisory Group
Maryland
$966K -$19.7K -734 -2%
Bessemer Group
49
Bessemer Group
New Jersey
$945K -$394K -14,720 -29%
VFA
50
Voya Financial Advisors
Connecticut
$798K +$798K +29,806 New
1
2
3 4 5

SPMB Hedge Fund Activity: Q2 2020 in Review

99 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q2 2020, worth a combined $1.75B — down 4% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SPMB positions and 14 closed out — a net gain of 12 holders — while 34 added to existing stakes and 29 trimmed.

The largest buyer was Wells Fargo, adding an estimated $14.4M. The largest seller was Jane Street, cutting an estimated $72.2M.

  • 99 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q2 2020, up from 88 in Q1 2020.
  • Funds reported $1.75B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q2 2020, down 4% quarter-over-quarter.
  • 26 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q2 2020 and 14 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q2 2020 was Wells Fargo, an estimated $14.4M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q2 2020 was Jane Street, an estimated $72.2M sold.

Based on aggregated 13F filings for Q2 2020.