State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
51 hedge funds and large institutions have $121M invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
64% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 11
60% more capital invested
Capital invested by funds: $75.4M → $121M (+$45.3M)
21% more funds holding
Funds holding: 42 → 51 (+9)
14.97% more ownership
Funds ownership: 30.61% → 45.58% (+15%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$19.1M |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$17.7M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$11.7M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.49M |
| 5 |
1NWS
1 North Wealth Services
Annapolis,
Maryland
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$6.24M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$2.39M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.24M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.76M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
51
Elmwood Wealth Management
Berkeley,
California
| – | -$159K | -6,250 | Closed |
|
|
AIC
52
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$30K | -1,170 | Closed |
|
|
W
53
WealthOne
Albany,
New York
| – | -$13K | -521 | Closed |
|
|
IA
54
IFP Advisors
Tampa,
Florida
| – | -$2K | -78 | Closed |
|
55
Fidelity Investments
Boston,
Massachusetts
| – | +$26 | +1 | New |
|
SPMB Hedge Fund Activity: Q1 2019 in Review
51 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q1 2019, worth a combined $121M — up 60% from $75.4M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SPMB positions and 6 closed out — a net gain of 9 holders — while 18 added to existing stakes and 11 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $19.1M. The largest seller was AssetMark Inc, cutting an estimated $6.24M.
- 51 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q1 2019, up from 42 in Q4 2018.
- Funds reported $121M of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q1 2019, up 60% quarter-over-quarter.
- 15 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q1 2019 and 6 closed out, a net change of +9 holders.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q1 2019 was Wealth Enhancement Advisory Services, an estimated $19.1M added.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q1 2019 was AssetMark Inc, an estimated $6.24M sold.
Based on aggregated 13F filings for Q1 2019.