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State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

132 hedge funds and large institutions have $3.71B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 34

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

3% more capital invested

Capital invested by funds: $3.59B → $3.71B (+$115M)

0% more funds holding

Funds holding: 132 → 132 (0)

1.37% less ownership

Funds ownership: 91.94% → 90.57% (-1.4%)

Holders
132
Holders Change
–
Holders Change %
0%
% of All Funds
2.31%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
18
Increased
62
Reduced
34
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$54.6M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$37.5M
3
LPL Financial
LPL Financial
California
+$13.6M
4
MWM
Modera Wealth Management
New Jersey
+$9.15M
5
Citadel Advisors
Citadel Advisors
Florida
+$9.1M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$12.5M
2
CCC
Crescent Capital Consulting
Louisiana
-$12.3M
3
CWP
Concord Wealth Partners
Virginia
-$4.31M
4
MWPCG
Measured Wealth Private Client Group
New Hampshire
-$3.01M
5
Ameriprise
Ameriprise
Minnesota
-$2.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
51
Centennial Wealth Advisory
Michigan
$1.89M -$25.1K -973 -1%
CWM
52
Cornerstone Wealth Management
Missouri
$1.76M +$64.1K +2,483 +4%
Osaic Holdings
53
Osaic Holdings
Arizona
$1.62M -$452K -17,504 -22%
MWPCG
54
Measured Wealth Private Client Group
New Hampshire
$1.45M -$3.01M -116,616 -67%
BCM
55
Boltwood Capital Management
California
$1.35M -$554K -21,450 -29%
Verition Fund Management
56
Verition Fund Management
Connecticut
$1.17M -$1.6K -62 -0.1%
LA
57
LexAurum Advisors
Kansas
$979K +$5.48K +212 +0.6%
FIM
58
Freedom Investment Management
Connecticut
$956K -$110K -4,261 -10%
Renaissance Technologies
59
Renaissance Technologies
New York
$892K +$896K +34,689 New
GL
60
Graypoint LLC
New York
$855K – – –
MML Investors Services
61
MML Investors Services
Massachusetts
$785K +$16.3K +629 +2%
BTWM
62
Baker Tilly Wealth Management
Wisconsin
$756K +$108K +4,182 +17%
UBS Group
63
UBS Group
Switzerland
$734K +$2.92K +113 +0.4%
ACM
64
Ategra Capital Management
Virginia
$733K – – –
MIAN
65
Mariner Independent Advisor Network
Kansas
$709K -$40K -1,548 -5%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$684K -$341K -13,194 -33%
IA
67
IndexIQ Advisors
New York
$680K +$325K +12,561 +90%
ATPW
68
Ashton Thomas Private Wealth
Arizona
$643K +$90K +3,482 +16%
RJA
69
Raymond James & Associates
Florida
$643K +$29.2K +1,129 +5%
HC
70
HNP Capital
New York
$622K -$40.3K -1,558 -6%
VRM
71
Vectors Research Management
New York
$622K -$40.3K -1,558 -6%
WA
72
WBH Advisory
Maryland
$620K +$6.17K +239 +1%
CA
73
Cetera Advisors
Colorado
$558K +$48.7K +1,884 +10%
TSA
74
Tri-Star Advisors
Texas
$533K – – –
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$502K +$505K +19,556 New
1 2
3
4 5

SPMB Hedge Fund Activity: Q3 2021 in Review

132 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q3 2021, worth a combined $3.71B — up 3.2% from $3.59B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPMB positions and 15 closed out — a net gain of 3 holders — while 62 added to existing stakes and 34 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $54.6M. The largest seller was Jane Street, exiting entirely with an estimated $12.5M sold.

  • 132 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $3.71B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q3 2021, up 3.2% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q3 2021 and 15 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q3 2021 was Financial Engines Advisors, an estimated $54.6M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q3 2021 was Jane Street, an estimated $12.5M sold.

Based on aggregated 13F filings for Q3 2021.