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State Street SPDR Portfolio Mortgage Backed Bond ETF

132 hedge funds and large institutions have $3.59B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

23% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 40

12% more capital invested

Capital invested by funds: $3.2B → $3.59B (+$397M)

9% more funds holding

Funds holding: 121132 (+11)

0.77% more ownership

Funds ownership: 91.17%91.94% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
2.3%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
23
Increased
49
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$1.8M +$483K +18,632 +37%
CWM
52
Cornerstone Wealth Management
Missouri
$1.71M +$85.6K +3,305 +5%
JP Morgan Chase
53
JP Morgan Chase
New York
$1.61M +$631K +24,353 +64%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$1.43M +$1.43M +55,272 New
KWM
55
Kingsview Wealth Management
Oregon
$1.24M +$168K +6,471 +16%
Verition Fund Management
56
Verition Fund Management
Connecticut
$1.18M +$1.61K +62 +0.1%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$1.14M -$3.2M -123,400 -74%
FIM
58
Freedom Investment Management
Connecticut
$1.07M +$245K +9,445 +30%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$1.03M -$2.54M -98,042 -71%
LA
60
LexAurum Advisors
Kansas
$979K +$69.6K +2,688 +8%
AAS
61
Avantax Advisory Services
Texas
$977K +$698K +26,931 +236%
MMA
62
Miracle Mile Advisors
California
$941K -$2.53M -97,789 -73%
Barclays
63
Barclays
United Kingdom
$929K +$930K +35,908 New
GL
64
Graypoint LLC
New York
$859K
MML Investors Services
65
MML Investors Services
Massachusetts
$773K -$213K -8,234 -22%
MIAN
66
Mariner Independent Advisor Network
Kansas
$753K -$59.6K -2,300 -7%
ACM
67
Ategra Capital Management
Virginia
$737K -$154K -5,941 -17%
UBS Group
68
UBS Group
Switzerland
$735K -$61.1K -2,357 -8%
HC
69
HNP Capital
New York
$666K -$275K -10,625 -29%
VRM
70
Vectors Research Management
New York
$666K -$275K -10,625 -29%
SWA
71
Stratos Wealth Advisors
Ohio
$655K -$263K -10,165 -29%
BTWM
72
Baker Tilly Wealth Management
Wisconsin
$652K +$156K +6,005 +31%
TSS
73
Two Sigma Securities
New York
$649K +$650K +25,085 New
Citigroup
74
Citigroup
New York
$624K -$28.3M -1,092,181 -98%
WA
75
WBH Advisory
Maryland
$618K +$240K +9,246 +63%

SPMB Hedge Fund Activity: Q2 2021 in Review

132 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q2 2021, worth a combined $3.59B — up 12% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SPMB positions and 9 closed out — a net gain of 14 holders — while 49 added to existing stakes and 40 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $399M. The largest seller was Jane Street, cutting an estimated $65.7M.

  • 132 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q2 2021, up from 121 in Q1 2021.
  • Funds reported $3.59B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q2 2021 and 9 closed out, a net change of +14 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q2 2021 was Financial Engines Advisors, an estimated $399M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q2 2021 was Jane Street, an estimated $65.7M sold.

Based on aggregated 13F filings for Q2 2021.