State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
56 hedge funds and large institutions have $120M invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 9 closing their positions.
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
10% more funds holding
Funds holding: 51 → 56 (+5)
9% more ownership
Funds ownership: 45.58% → 54.58% (+9%)
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
1% less capital invested
Capital invested by funds: $121M → $120M (-$936K)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$6.3M |
| 2 |
State Street
Boston,
Massachusetts
|
+$3.52M |
| 3 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$3.38M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$2.76M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$19.1M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.52M |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
-$1.59M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$896K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$822K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CTC
51
Central Trust Company
Jefferson City,
Missouri
| $8K | +$7.75K | +300 | New |
|
52
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $7K | – | – | – |
|
|
SMFS
53
Squar Milner Financial Services
Irvine,
California
| $7K | – | – | – |
|
|
SFG
54
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $2K | +$1.58K | +61 | New |
|
|
55
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$2.52M | -97,620 | Closed |
|
|
56
Citadel Advisors
Miami,
Florida
| – | -$896K | -34,704 | Closed |
|
|
FTUS
57
Flow Traders U.S.
New York
| – | -$822K | -31,817 | Closed |
|
58
Jane Street
New York
| – | -$479K | -18,557 | Closed |
|
|
BFG
59
Barber Financial Group
Lenexa,
Kansas
| – | -$362K | -14,031 | Closed |
|
|
CFIA
60
Cantor Fitzgerald Investment Advisors
New York
| – | -$248K | -9,607 | Closed |
|
|
FHA
61
First Horizon Advisors
Memphis,
Tennessee
| – | -$42K | -1,662 | Closed |
|
SPMB Hedge Fund Activity: Q2 2019 in Review
56 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q2 2019, worth a combined $120M — down 0.78% from $121M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SPMB positions and 9 closed out — a net gain of 6 holders — while 16 added to existing stakes and 15 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $6.3M. The largest seller was Financial Enhancement Group, cutting an estimated $19.1M.
- 56 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q2 2019, up from 51 in Q1 2019.
- Funds reported $120M of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q2 2019, down 0.78% quarter-over-quarter.
- 15 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q2 2019 and 9 closed out, a net change of +6 holders.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q2 2019 was Wealth Enhancement Advisory Services, an estimated $6.3M added.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q2 2019 was Financial Enhancement Group, an estimated $19.1M sold.
Based on aggregated 13F filings for Q2 2019.