We are live on ! Find out more
SPMB icon

State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

121 hedge funds and large institutions have $3.2B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

22% more capital invested

Capital invested by funds: $2.62B → $3.2B (+$579M)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

7% more funds holding

Funds holding: 113 → 121 (+8)

2.17% less ownership

Funds ownership: 93.34% → 91.17% (-2.2%)

Holders
121
Holders Change
+8
Holders Change %
+7.08%
% of All Funds
2.12%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
21
Increased
47
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$357M
2
MWM
Modera Wealth Management
New Jersey
+$141M
3
Jane Street
Jane Street
New York
+$75.2M
4
TC
TownSquare Capital
Utah
+$39.4M
5
GLA
Good Life Advisors
Pennsylvania
+$16M

Top Sellers

1
GI
Gradient Investments
Minnesota
-$25.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$24.2M
3
Wells Fargo
Wells Fargo
California
-$12.1M
4
FAIM
Financial Advocates Investment Management
Washington
-$9.57M
5
CCC
Crescent Capital Consulting
Louisiana
-$7.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$6.65M +$4.56M +173,617 +209%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$6.34M +$2.95M +112,259 +85%
AWM
28
AE Wealth Management
Kansas
$6.05M +$1.59M +60,472 +35%
CA
29
CGN Advisors
Kansas
$5.08M +$1.53M +58,371 +42%
CCA
30
Checchi Capital Advisers
California
$5.02M -$279K -10,624 -5%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$4.34M +$4.39M +167,303 New
ACG
32
Allen Capital Group
Nebraska
$4.33M -$1.14M -43,471 -21%
ASN
33
Advisory Services Network
Georgia
$4.22M +$266K +10,125 +7%
MWPCG
34
Measured Wealth Private Client Group
New Hampshire
$4.16M +$490K +18,669 +13%
VFA
35
Values First Advisors
Tennessee
$3.67M +$308K +11,724 +9%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$3.57M -$374K -14,268 -9%
CAC
37
Certified Advisory Corp
Florida
$3.53M +$3.58M +136,257 New
MMA
38
Miracle Mile Advisors
California
$3.48M -$932K -35,515 -21%
RIM
39
Redwood Investment Management
Arizona
$3.13M -$33.4K -1,271 -1%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$3.06M +$1.9M +72,539 +160%
WCWM
41
Willow Creek Wealth Management
California
$2.98M +$1.02M +38,843 +51%
FWP
42
FAS Wealth Partners
Kansas
$2.94M -$124K -4,740 -4%
Osaic Holdings
43
Osaic Holdings
Arizona
$2.78M +$604K +23,004 +27%
VWA
44
Visionary Wealth Advisors
Illinois
$2.51M +$1.21M +45,922 +90%
PIM
45
Penobscot Investment Management
Massachusetts
$2.48M +$2.51M +95,610 New
AF
46
Advisornet Financial
Minnesota
$2.15M -$66.2K -2,523 -3%
GVAG
47
Great Valley Advisor Group
Delaware
$2.07M -$2.45M -93,324 -54%
ECM
48
Exchange Capital Management
Michigan
$1.87M +$101K +3,851 +6%
PAG
49
Pinnacle Advisory Group
Maryland
$1.69M +$566K +21,566 +49%
CWM
50
Cornerstone Wealth Management
Missouri
$1.63M +$990K +37,744 +151%
1
2
3 4 5

SPMB Hedge Fund Activity: Q1 2021 in Review

121 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q1 2021, worth a combined $3.2B — up 22% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SPMB positions and 12 closed out — a net gain of 9 holders — while 47 added to existing stakes and 37 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $357M. The largest seller was Gradient Investments, cutting an estimated $25.2M.

  • 121 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q1 2021, up from 113 in Q4 2020.
  • Funds reported $3.2B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q1 2021, up 22% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q1 2021 and 12 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q1 2021 was Financial Engines Advisors, an estimated $357M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q1 2021 was Gradient Investments, an estimated $25.2M sold.

Based on aggregated 13F filings for Q1 2021.