We are live on ! Find out more
SPMB icon

State Street SPDR Portfolio Mortgage Backed Bond ETF

132 hedge funds and large institutions have $3.59B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

23% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 40

12% more capital invested

Capital invested by funds: $3.2B → $3.59B (+$397M)

9% more funds holding

Funds holding: 121132 (+11)

0.77% more ownership

Funds ownership: 91.17%91.94% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
2.3%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
23
Increased
49
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$6.8M -$16M -618,207 -70%
SWP
27
Stratos Wealth Partners
Ohio
$6.77M -$21.8K -842 -0.3%
LFPWM
28
Leicht Financial Planning & Wealth Management
New Jersey
$6.61M -$1.38M -53,167 -17%
IWC
29
Integrated Wealth Concepts
Massachusetts
$5.42M +$5.43M +209,719 New
CA
30
CGN Advisors
Kansas
$5.29M +$221K +8,520 +4%
CCA
31
Checchi Capital Advisers
California
$4.94M -$71.4K -2,755 -1%
MWPCG
32
Measured Wealth Private Client Group
New Hampshire
$4.47M +$320K +12,356 +8%
ASN
33
Advisory Services Network
Georgia
$4.4M +$191K +7,372 +5%
VFA
34
Values First Advisors
Tennessee
$3.88M +$229K +8,820 +6%
CAC
35
Certified Advisory Corp
Florida
$3.75M +$222K +8,584 +6%
WCWM
36
Willow Creek Wealth Management
California
$3.42M +$449K +17,348 +15%
PIM
37
Penobscot Investment Management
Massachusetts
$3.4M +$927K +35,770 +37%
PWMG
38
Pinnacle Wealth Management Group
Michigan
$3.18M +$3.19M +122,969 New
WI
39
WBI Investments
New Jersey
$3.17M +$3.17M +122,464 New
ACG
40
Allen Capital Group
Nebraska
$3.15M -$1.18M -45,371 -27%
VWA
41
Visionary Wealth Advisors
Illinois
$3.11M +$604K +23,313 +24%
FWP
42
FAS Wealth Partners
Kansas
$2.87M -$65.3K -2,521 -2%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$2.36M -$684K -26,409 -22%
ECM
44
Exchange Capital Management
Michigan
$2.18M +$313K +12,092 +17%
Osaic Holdings
45
Osaic Holdings
Arizona
$2.08M -$687K -26,509 -25%
GVAG
46
Great Valley Advisor Group
Delaware
$1.96M -$101K -3,902 -5%
CWA
47
Centennial Wealth Advisory
Michigan
$1.92M +$632K +24,377 +49%
BCM
48
Boltwood Capital Management
California
$1.92M +$1.92M +74,100 New
ARC
49
Advisor Resource Council
Texas
$1.88M +$1.88M +72,657 New
AF
50
Advisornet Financial
Minnesota
$1.86M -$285K -11,004 -13%

SPMB Hedge Fund Activity: Q2 2021 in Review

132 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q2 2021, worth a combined $3.59B — up 12% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SPMB positions and 9 closed out — a net gain of 14 holders — while 49 added to existing stakes and 40 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $399M. The largest seller was Jane Street, cutting an estimated $65.7M.

  • 132 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q2 2021, up from 121 in Q1 2021.
  • Funds reported $3.59B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q2 2021 and 9 closed out, a net change of +14 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q2 2021 was Financial Engines Advisors, an estimated $399M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q2 2021 was Jane Street, an estimated $65.7M sold.

Based on aggregated 13F filings for Q2 2021.