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State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

113 hedge funds and large institutions have $2.62B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

81% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 27

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

14% more funds holding

Funds holding: 99 → 113 (+14)

13% more capital invested

Capital invested by funds: $2.31B → $2.62B (+$304M)

10.78% less ownership

Funds ownership: 104.12% → 93.34% (-11%)

Holders
113
Holders Change
+14
Holders Change %
+14.14%
% of All Funds
2%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
25
Increased
49
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$173M
2
LPL Financial
LPL Financial
California
+$36.7M
3
Citigroup
Citigroup
New York
+$23.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$19.1M
5
Morgan Stanley
Morgan Stanley
New York
+$11.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$5.79M
2
OMC
Old Mission Capital
Illinois
-$5.27M
3
MMA
Miracle Mile Advisors
California
-$3.12M
4
VFA
Voya Financial Advisors
Connecticut
-$2.99M
5
RJA
Raymond James & Associates
Florida
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
AE Wealth Management
Kansas
$4.56M +$547K +20,661 +14%
MMA
27
Miracle Mile Advisors
California
$4.48M -$3.12M -117,581 -41%
SS
28
Simplicity Solutions
Minnesota
$4.44M +$444K +16,742 +11%
Jane Street
29
Jane Street
New York
$4.11M -$5.79M -218,704 -58%
ASN
30
Advisory Services Network
Georgia
$4.03M +$66.6K +2,512 +2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$4.02M -$1.21M -45,539 -23%
SMF
32
Sterling Manor Financial
New York
$3.91M +$3.92M +148,075 New
IAIM
33
International Assets Investment Management
Florida
$3.83M -$371K -13,992 -16%
MWPCG
34
Measured Wealth Private Client Group
New Hampshire
$3.75M +$176K +6,640 +5%
CA
35
CGN Advisors
Kansas
$3.63M +$3.65M +137,590 New
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$3.5M +$1.41M +53,248 +67%
VFA
37
Values First Advisors
Tennessee
$3.43M +$14.8K +559 +0.4%
RIM
38
Redwood Investment Management
Arizona
$3.22M -$176K -6,628 -5%
FWP
39
FAS Wealth Partners
Kansas
$3.12M -$1.49M -56,075 -32%
LFAS
40
Level Four Advisory Services
Texas
$2.33M +$212K +8,002 +10%
AF
41
Advisornet Financial
Minnesota
$2.26M -$239K -9,023 -10%
Osaic Holdings
42
Osaic Holdings
Arizona
$2.23M -$829K -31,290 -27%
Ameriprise
43
Ameriprise
Minnesota
$2.19M +$2.2M +82,971 New
WCWM
44
Willow Creek Wealth Management
California
$2.01M +$834K +31,491 +71%
ECM
45
Exchange Capital Management
Michigan
$1.81M +$267K +10,081 +17%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$1.48M +$419K +15,820 +39%
VRM
47
Vectors Research Management
New York
$1.36M -$991K -37,411 -42%
HC
48
HNP Capital
New York
$1.36M -$681K -25,703 -33%
VWA
49
Visionary Wealth Advisors
Illinois
$1.35M +$567K +21,413 +72%
Renaissance Technologies
50
Renaissance Technologies
New York
$1.31M +$1.32M +49,702 New
1
2
3 4 5

SPMB Hedge Fund Activity: Q4 2020 in Review

113 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q4 2020, worth a combined $2.62B — up 13% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SPMB positions and 10 closed out — a net gain of 15 holders — while 49 added to existing stakes and 27 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $173M. The largest seller was Jane Street, cutting an estimated $5.79M.

  • 113 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q4 2020, up from 99 in Q3 2020.
  • Funds reported $2.62B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q4 2020, up 13% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q4 2020 and 10 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $173M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q4 2020 was Jane Street, an estimated $5.79M sold.

Based on aggregated 13F filings for Q4 2020.