State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
132 hedge funds and large institutions have $3.71B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 15 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 34
20% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 15
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
3% more capital invested
Capital invested by funds: $3.59B → $3.71B (+$115M)
0% more funds holding
Funds holding: 132 → 132 (0)
1.37% less ownership
Funds ownership: 91.94% → 90.57% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$54.6M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$37.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$13.6M |
| 4 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$9.15M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$9.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$12.5M |
| 2 |
CCC
Crescent Capital Consulting
New Orleans,
Louisiana
|
-$12.3M |
| 3 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
-$4.31M |
| 4 |
MWPCG
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
-$3.01M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.98M |
SPMB Hedge Fund Activity: Q3 2021 in Review
132 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q3 2021, worth a combined $3.71B — up 3.2% from $3.59B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SPMB positions and 15 closed out — a net gain of 3 holders — while 62 added to existing stakes and 34 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $54.6M. The largest seller was Jane Street, exiting entirely with an estimated $12.5M sold.
- 132 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $3.71B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q3 2021, up 3.2% quarter-over-quarter.
- 18 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q3 2021 and 15 closed out, a net change of +3 holders.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q3 2021 was Financial Engines Advisors, an estimated $54.6M added.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q3 2021 was Jane Street, an estimated $12.5M sold.
Based on aggregated 13F filings for Q3 2021.