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State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

121 hedge funds and large institutions have $3.2B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

22% more capital invested

Capital invested by funds: $2.62B → $3.2B (+$579M)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

7% more funds holding

Funds holding: 113 → 121 (+8)

2.17% less ownership

Funds ownership: 93.34% → 91.17% (-2.2%)

Holders
121
Holders Change
+8
Holders Change %
+7.08%
% of All Funds
2.12%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
21
Increased
47
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$357M
2
MWM
Modera Wealth Management
New Jersey
+$141M
3
Jane Street
Jane Street
New York
+$75.2M
4
TC
TownSquare Capital
Utah
+$39.4M
5
GLA
Good Life Advisors
Pennsylvania
+$16M

Top Sellers

1
GI
Gradient Investments
Minnesota
-$25.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$24.2M
3
Wells Fargo
Wells Fargo
California
-$12.1M
4
FAIM
Financial Advocates Investment Management
Washington
-$9.57M
5
CCC
Crescent Capital Consulting
Louisiana
-$7.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$1.32M +$1.34M +51,021 New
CWA
52
Centennial Wealth Advisory
Michigan
$1.3M +$251K +9,564 +24%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$1.22M -$230K -8,781 -16%
Verition Fund Management
54
Verition Fund Management
Connecticut
$1.18M – – –
KWM
55
Kingsview Wealth Management
Oregon
$1.08M +$99K +3,772 +10%
CWM
56
Collaborative Wealth Management
Florida
$1.01M +$1.11M +42,258 New
MML Investors Services
57
MML Investors Services
Massachusetts
$988K +$136K +5,166 +16%
JP Morgan Chase
58
JP Morgan Chase
New York
$980K +$54K +2,059 +6%
HC
59
HNP Capital
New York
$943K -$397K -15,122 -29%
VRM
60
Vectors Research Management
New York
$943K -$397K -15,122 -29%
SWA
61
Stratos Wealth Advisors
Ohio
$920K -$300K -11,435 -24%
LA
62
LexAurum Advisors
Kansas
$912K +$215K +8,201 +30%
ACM
63
Ategra Capital Management
Virginia
$893K +$201K +7,671 +29%
GL
64
Graypoint LLC
New York
$862K – – –
FIM
65
Freedom Investment Management
Connecticut
$829K +$839K +31,969 New
MIAN
66
Mariner Independent Advisor Network
Kansas
$814K -$30.4K -1,159 -4%
UBS Group
67
UBS Group
Switzerland
$798K -$262K -9,975 -24%
Deutsche Bank
68
Deutsche Bank
Germany
$751K +$760K +28,966 New
ATPW
69
Ashton Thomas Private Wealth
Arizona
$649K -$94.6K -3,604 -13%
OMC
70
Old Mission Capital
Illinois
$624K -$5.23M -199,456 -89%
RJA
71
Raymond James & Associates
Florida
$571K -$35.7K -1,359 -6%
TSA
72
Tri-Star Advisors
Texas
$541K – – –
HI
73
Harbour Investments
Wisconsin
$526K +$532K +20,274 New
HH
74
Hilltop Holdings
Texas
$518K +$17.5K +668 +3%
BTWM
75
Baker Tilly Wealth Management
Wisconsin
$498K +$284K +10,805 +129%
1 2
3
4 5

SPMB Hedge Fund Activity: Q1 2021 in Review

121 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q1 2021, worth a combined $3.2B — up 22% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SPMB positions and 12 closed out — a net gain of 9 holders — while 47 added to existing stakes and 37 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $357M. The largest seller was Gradient Investments, cutting an estimated $25.2M.

  • 121 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q1 2021, up from 113 in Q4 2020.
  • Funds reported $3.2B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q1 2021, up 22% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q1 2021 and 12 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q1 2021 was Financial Engines Advisors, an estimated $357M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q1 2021 was Gradient Investments, an estimated $25.2M sold.

Based on aggregated 13F filings for Q1 2021.