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State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

99 hedge funds and large institutions have $1.75B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

13% more funds holding

Funds holding: 88 → 99 (+11)

4% less capital invested

Capital invested by funds: $1.82B → $1.75B (-$72.1M)

4.31% less ownership

Funds ownership: 92% → 87.69% (-4.3%)

Holders
99
Holders Change
+11
Holders Change %
+12.5%
% of All Funds
2.03%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
26
Increased
34
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$14.4M
2
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
+$11.6M
3
UCFA
United Capital Financial Advisors
Texas
+$10.6M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$10.3M
5
SWP
Stratos Wealth Partners
Ohio
+$5.71M

Top Sellers

1
Jane Street
Jane Street
New York
-$72.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$41.1M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$40M
4
Morgan Stanley
Morgan Stanley
New York
-$12.4M
5
Bank of America
Bank of America
North Carolina
-$5.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
HH
51
Hilltop Holdings
Texas
$737K +$36.1K +1,349 +5%
Fisher Asset Management
52
Fisher Asset Management
Washington
$734K +$69.1K +2,578 +10%
LA
53
LexAurum Advisors
Kansas
$727K +$268K +9,996 +58%
KWM
54
Kingsview Wealth Management
Oregon
$699K +$22.4K +837 +3%
UR
55
USCA RIA
Texas
$681K -$37.2K -1,390 -5%
EB
56
Eastern Bank
Massachusetts
$674K -$1.49M -55,688 -69%
CW
57
CreativeOne Wealth
Kansas
$639K -$6.46K -241 -1%
CWM
58
Cornerstone Wealth Management
Missouri
$613K -$214K -7,972 -26%
WWM
59
Western Wealth Management
Colorado
$528K +$528K +19,702 New
CFGS
60
Concourse Financial Group Securities
Alabama
$499K +$123K +4,610 +33%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$493K +$136K +5,061 +38%
ACM
62
Ategra Capital Management
Virginia
$456K +$56.8K +2,120 +14%
UBS Group
63
UBS Group
Switzerland
$443K +$209K +7,793 +89%
SWA
64
Stratos Wealth Advisors
Ohio
$350K +$247K +9,215 +239%
AFP
65
Ausdal Financial Partners
Iowa
$338K +$9.59K +358 +3%
5L
66
55I LLC
Massachusetts
$325K +$325K +12,128 New
AAS
67
Avantax Advisory Services
Texas
$322K -$314K -11,708 -49%
FHA
68
Flagship Harbor Advisors
Massachusetts
$289K -$3.35K -125 -1%
IWM
69
IHT Wealth Management
Illinois
$289K +$289K +10,777 New
WP
70
WealthSource Partners
California
$281K -$721K -26,899 -72%
PG
71
Prostatis Group
Maryland
$252K +$252K +9,415 New
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$238K -$367K -13,693 -61%
GL
73
Graypoint LLC
New York
$231K +$231K +8,627 New
BS
74
Boenning & Scattergood
Pennsylvania
$225K +$225K +8,400 New
WCWM
75
Willow Creek Wealth Management
California
$207K +$207K +7,730 New
1 2
3
4 5

SPMB Hedge Fund Activity: Q2 2020 in Review

99 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q2 2020, worth a combined $1.75B — down 4% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SPMB positions and 14 closed out — a net gain of 12 holders — while 34 added to existing stakes and 29 trimmed.

The largest buyer was Wells Fargo, adding an estimated $14.4M. The largest seller was Jane Street, cutting an estimated $72.2M.

  • 99 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q2 2020, up from 88 in Q1 2020.
  • Funds reported $1.75B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q2 2020, down 4% quarter-over-quarter.
  • 26 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q2 2020 and 14 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q2 2020 was Wells Fargo, an estimated $14.4M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q2 2020 was Jane Street, an estimated $72.2M sold.

Based on aggregated 13F filings for Q2 2020.