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State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

99 hedge funds and large institutions have $2.31B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 29

32% more capital invested

Capital invested by funds: $1.75B → $2.31B (+$560M)

16.43% more ownership

Funds ownership: 87.69% → 104.12% (+16%)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding

Funds holding: 99 → 99 (0)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

Holders
99
Holders Change
–
Holders Change %
0%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
10
Increased
47
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$504M
2
Citadel Advisors
Citadel Advisors
Florida
+$25.2M
3
LPL Financial
LPL Financial
California
+$12M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$11.7M
5
MMA
Miracle Mile Advisors
California
+$7.67M

Top Sellers

1
Jane Street
Jane Street
New York
-$10.2M
2
Bank of America
Bank of America
North Carolina
-$4.8M
3
FI
FormulaFolio Investments
Michigan
-$2.86M
4
VWA
Visionary Wealth Advisors
Illinois
-$1.89M
5
LFAS
Level Four Advisory Services
Texas
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
26
International Assets Investment Management
Florida
$4.29M +$2.28M +85,446 New
GVAG
27
Great Valley Advisor Group
Delaware
$4.26M +$1.04M +38,817 +32%
AWM
28
AE Wealth Management
Kansas
$4.05M +$36.6K +1,370 +0.9%
SS
29
Simplicity Solutions
Minnesota
$4.04M +$136K +5,083 +3%
ASN
30
Advisory Services Network
Georgia
$4M +$4.01M +150,119 New
MWPCG
31
Measured Wealth Private Client Group
New Hampshire
$3.6M +$399K +14,948 +12%
VFA
32
Values First Advisors
Tennessee
$3.44M +$350K +13,109 +11%
RIM
33
Redwood Investment Management
Arizona
$3.42M -$8.84K -331 -0.3%
Osaic Holdings
34
Osaic Holdings
Arizona
$3.08M -$138K -5,181 -4%
VFA
35
Voya Financial Advisors
Connecticut
$2.99M +$2.2M +82,490 +277%
RJA
36
Raymond James & Associates
Florida
$2.58M +$414K +15,493 +19%
AF
37
Advisornet Financial
Minnesota
$2.52M -$1.03M -38,651 -29%
VRM
38
Vectors Research Management
New York
$2.37M -$14.4K -539 -0.6%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$2.33M +$83K +3,108 +4%
LFAS
40
Level Four Advisory Services
Texas
$2.13M -$1.74M -65,051 -45%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$2.11M +$2.11M +79,097 New
HC
42
HNP Capital
New York
$2.05M -$370K -13,872 -15%
AWE
43
Avidian Wealth Enterprises
Texas
$1.61M +$617K +23,116 +62%
ECM
44
Exchange Capital Management
Michigan
$1.55M +$323K +12,118 +26%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$1.22M -$532K -19,924 -30%
Verition Fund Management
46
Verition Fund Management
Connecticut
$1.22M – – –
WCWM
47
Willow Creek Wealth Management
California
$1.19M +$984K +36,882 +477%
PAG
48
Pinnacle Advisory Group
Maryland
$1.07M +$108K +4,030 +11%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$1.07M +$89.1K +3,339 +9%
SWA
50
Stratos Wealth Advisors
Ohio
$1.06M +$711K +26,636 +204%
1
2
3 4 5

SPMB Hedge Fund Activity: Q3 2020 in Review

99 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q3 2020, worth a combined $2.31B — up 32% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SPMB positions and 9 closed out — a net gain of 1 holder — while 47 added to existing stakes and 29 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $504M. The largest seller was Jane Street, cutting an estimated $10.2M.

  • 99 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $2.31B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q3 2020, up 32% quarter-over-quarter.
  • 10 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q3 2020 and 9 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q3 2020 was Financial Engines Advisors, an estimated $504M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q3 2020 was Jane Street, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2020.