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State Street SPDR Portfolio Mortgage Backed Bond ETF

113 hedge funds and large institutions have $2.62B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

81% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 27

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

14% more funds holding

Funds holding: 99113 (+14)

13% more capital invested

Capital invested by funds: $2.31B → $2.62B (+$304M)

10.78% less ownership

Funds ownership: 104.12%93.34% (-11%)

Holders
113
Holders Change
+14
Holders Change %
+14.14%
% of All Funds
2%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
25
Increased
49
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
51
Stratos Wealth Advisors
Ohio
$1.24M +$191K +7,197 +18%
Verition Fund Management
52
Verition Fund Management
Connecticut
$1.21M
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$1.2M -$1.12M -42,233 -48%
PAG
54
Pinnacle Advisory Group
Maryland
$1.15M +$93.1K +3,513 +9%
UBS Group
55
UBS Group
Switzerland
$1.08M +$492K +18,562 +84%
CWA
56
Centennial Wealth Advisory
Michigan
$1.07M +$1.07M +40,404 New
KWM
57
Kingsview Wealth Management
Oregon
$999K +$203K +7,672 +25%
JP Morgan Chase
58
JP Morgan Chase
New York
$944K
GL
59
Graypoint LLC
New York
$878K +$652K +24,600 +285%
MML Investors Services
60
MML Investors Services
Massachusetts
$871K +$528K +19,917 +153%
MIAN
61
Mariner Independent Advisor Network
Kansas
$861K +$864K +32,590 New
ATPW
62
Ashton Thomas Private Wealth
Arizona
$756K +$50.6K +1,909 +7%
LA
63
LexAurum Advisors
Kansas
$713K +$12.2K +462 +2%
Fisher Asset Management
64
Fisher Asset Management
Washington
$712K +$151K +5,714 +27%
ACM
65
Ategra Capital Management
Virginia
$707K +$159K +6,010 +29%
CWM
66
Cornerstone Wealth Management
Missouri
$660K +$23.9K +901 +4%
RJA
67
Raymond James & Associates
Florida
$617K -$1.95M -73,534 -76%
TSA
68
Tri-Star Advisors
Texas
$550K +$551K +20,809 New
MCC
69
Money Concepts Capital
Florida
$519K +$520K +19,640 New
HH
70
Hilltop Holdings
Texas
$510K -$314K -11,850 -38%
TSS
71
Two Sigma Securities
New York
$427K +$428K +16,147 New
CW
72
CreativeOne Wealth
Kansas
$416K -$64.1K -2,418 -13%
IA
73
IndexIQ Advisors
New York
$388K +$117K +4,402 +43%
WWM
74
Western Wealth Management
Colorado
$380K -$239K -9,033 -39%
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$374K +$330K +12,472 +743%

SPMB Hedge Fund Activity: Q4 2020 in Review

113 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q4 2020, worth a combined $2.62B — up 13% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SPMB positions and 10 closed out — a net gain of 15 holders — while 49 added to existing stakes and 27 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $173M. The largest seller was Jane Street, cutting an estimated $5.79M.

  • 113 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q4 2020, up from 99 in Q3 2020.
  • Funds reported $2.62B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q4 2020, up 13% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q4 2020 and 10 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $173M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q4 2020 was Jane Street, an estimated $5.79M sold.

Based on aggregated 13F filings for Q4 2020.