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State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

99 hedge funds and large institutions have $2.31B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 29

32% more capital invested

Capital invested by funds: $1.75B → $2.31B (+$560M)

16.43% more ownership

Funds ownership: 87.69% → 104.12% (+16%)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding

Funds holding: 99 → 99 (0)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

Holders
99
Holders Change
–
Holders Change %
0%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
10
Increased
47
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$504M
2
Citadel Advisors
Citadel Advisors
Florida
+$25.2M
3
LPL Financial
LPL Financial
California
+$12M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$11.7M
5
MMA
Miracle Mile Advisors
California
+$7.67M

Top Sellers

1
Jane Street
Jane Street
New York
-$10.2M
2
Bank of America
Bank of America
North Carolina
-$4.8M
3
FI
FormulaFolio Investments
Michigan
-$2.86M
4
VWA
Visionary Wealth Advisors
Illinois
-$1.89M
5
LFAS
Level Four Advisory Services
Texas
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$951K -$39.3K -1,474 -4%
Bessemer Group
52
Bessemer Group
New Jersey
$940K – – –
HH
53
Hilltop Holdings
Texas
$830K +$97.6K +3,657 +13%
KWM
54
Kingsview Wealth Management
Oregon
$803K +$108K +4,048 +16%
VWA
55
Visionary Wealth Advisors
Illinois
$787K -$1.89M -70,700 -71%
ATPW
56
Ashton Thomas Private Wealth
Arizona
$711K +$713K +26,707 New
LA
57
LexAurum Advisors
Kansas
$706K -$16.2K -608 -2%
CWM
58
Cornerstone Wealth Management
Missouri
$642K +$31.6K +1,184 +5%
WWM
59
Western Wealth Management
Colorado
$624K +$99K +3,707 +19%
UBS Group
60
UBS Group
Switzerland
$591K +$151K +5,660 +34%
Fisher Asset Management
61
Fisher Asset Management
Washington
$566K -$165K -6,176 -23%
ACM
62
Ategra Capital Management
Virginia
$553K +$100K +3,748 +22%
EB
63
Eastern Bank
Massachusetts
$492K -$178K -6,681 -27%
CW
64
CreativeOne Wealth
Kansas
$484K -$152K -5,712 -24%
5L
65
55I LLC
Massachusetts
$365K +$41.7K +1,562 +13%
UR
66
USCA RIA
Texas
$361K -$317K -11,860 -47%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$357K -$133K -4,997 -27%
MML Investors Services
68
MML Investors Services
Massachusetts
$347K +$348K +13,036 New
FFN
69
Focus Financial Network
Minnesota
$336K +$337K +12,607 New
AAS
70
Avantax Advisory Services
Texas
$335K +$14.7K +550 +5%
IWM
71
IHT Wealth Management
Illinois
$296K +$8.81K +330 +3%
FHA
72
Flagship Harbor Advisors
Massachusetts
$289K +$1.07K +40 +0.4%
IA
73
IndexIQ Advisors
New York
$274K -$1.66M -62,101 -86%
DI
74
Diligent Investors
California
$268K +$268K +10,053 New
WP
75
WealthSource Partners
California
$262K -$17.5K -654 -6%
1 2
3
4 5

SPMB Hedge Fund Activity: Q3 2020 in Review

99 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q3 2020, worth a combined $2.31B — up 32% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SPMB positions and 9 closed out — a net gain of 1 holder — while 47 added to existing stakes and 29 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $504M. The largest seller was Jane Street, cutting an estimated $10.2M.

  • 99 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $2.31B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q3 2020, up 32% quarter-over-quarter.
  • 10 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q3 2020 and 9 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q3 2020 was Financial Engines Advisors, an estimated $504M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q3 2020 was Jane Street, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2020.