We are live on ! Find out more
SPMB icon

State Street SPDR Portfolio Mortgage Backed Bond ETF

88 hedge funds and large institutions have $1.82B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more capital invested

Capital invested by funds: $579M → $1.82B (+$1.25B)

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

141% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 17

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

14.78% more ownership

Funds ownership: 77.21%92% (+15%)

6% more funds holding

Funds holding: 8388 (+5)

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.94%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
19
Increased
41
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$521K +$513K +19,512 New
Stifel Financial
52
Stifel Financial
Missouri
$508K +$255K +9,708 +104%
LA
53
LexAurum Advisors
Kansas
$457K -$42.5K -1,616 -9%
JP Morgan Chase
54
JP Morgan Chase
New York
$409K
ACM
55
Ategra Capital Management
Virginia
$398K +$142K +5,404 +57%
CFGS
56
Concourse Financial Group Securities
Alabama
$374K +$129K +4,928 +54%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$356K +$351K +13,349 New
AFP
58
Ausdal Financial Partners
Iowa
$328K +$35.7K +1,359 +12%
CWM
59
Cedar Wealth Management
California
$310K -$120K -4,582 -28%
FHA
60
Flagship Harbor Advisors
Massachusetts
$292K +$22.6K +860 +9%
GM
61
GeoWealth Management
Illinois
$242K +$239K +9,081 New
UBS Group
62
UBS Group
Switzerland
$234K -$822K -31,291 -78%
SMFS
63
Squar Milner Financial Services
California
$173K +$38.9K +1,480 +29%
TAIM
64
TD Ameritrade Investment Management
Nebraska
$165K -$2.58K -98 -2%
EWM
65
Elmwood Wealth Management
California
$160K +$164K +6,250 New
SWA
66
Stratos Wealth Advisors
Ohio
$103K +$102K +3,863 New
ASN
67
Advisory Services Network
Georgia
$92K +$90.7K +3,450 New
PCIA
68
Prime Capital Investment Advisors
Kansas
$74K -$4.36K -166 -6%
SFS
69
Sowell Financial Services
Arkansas
$57K -$47.8K -1,820 -46%
AAM
70
Advisors Asset Management
Colorado
$51K -$5.31K -202 -10%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$49K
Citigroup
72
Citigroup
New York
$47K
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$45K -$542K -20,609 -92%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$23K +$23K +877 New
LAS
75
Lloyd Advisory Services
Georgia
$19K +$10.4K +397 +125%

SPMB Hedge Fund Activity: Q1 2020 in Review

88 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q1 2020, worth a combined $1.82B — up 215% from $579M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SPMB positions and 11 closed out — a net gain of 8 holders — while 41 added to existing stakes and 17 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $1.02B. The largest seller was Commonwealth Equity Services, cutting an estimated $10.7M.

  • 88 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q1 2020, up from 83 in Q4 2019.
  • Funds reported $1.82B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q1 2020, up 215% quarter-over-quarter.
  • 19 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q1 2020 and 11 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q1 2020 was Financial Engines Advisors, an estimated $1.02B added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q1 2020 was Commonwealth Equity Services, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2020.