State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
83 hedge funds and large institutions have $579M invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 3 closing their positions.
533% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 3
135% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 17
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
24% more funds holding
Funds holding: 67 → 83 (+16)
26% less capital invested
Capital invested by funds: $783M → $579M (-$204M)
112.55% less ownership
Funds ownership: 189.77% → 77.21% (-113%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$47.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$12.3M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$10.8M |
| 4 |
State Street
Boston,
Massachusetts
|
+$4.11M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$312M |
| 2 |
Morgan Stanley
New York
|
-$1.08M |
| 3 |
PA
Parallel Advisors
San Francisco,
California
|
-$865K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$708K |
| 5 |
CCA
Checchi Capital Advisers
Beverly Hills,
California
|
-$571K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HF
76
Halpern Financial
Ashburn,
Virginia
| $13.6K | +$13.6K | +519 | New |
|
|
TRCT
77
Tower Research Capital (TRC)
New York
| $11K | – | – | – |
|
78
Rockefeller Capital Management
New York
| $10K | +$9.61K | +367 | New |
|
|
LAS
79
Lloyd Advisory Services
Suwanee,
Georgia
| $8K | +$8.3K | +317 | New |
|
80
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $7K | – | – | – |
|
|
CAAS
81
Capital Asset Advisory Services
Williamston,
Michigan
| $5K | +$4.77K | +182 | New |
|
|
GM
82
GeoWealth Management
Chicago,
Illinois
| – | -$394K | -15,008 | Closed |
|
|
AIC
83
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$15K | -570 | Closed |
|
|
CFD
84
Creative Financial Designs
Kokomo,
Indiana
| – | -$2K | -93 | Closed |
|
SPMB Hedge Fund Activity: Q4 2019 in Review
83 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q4 2019, worth a combined $579M — down 26% from $783M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SPMB positions and 3 closed out — a net gain of 16 holders — while 40 added to existing stakes and 17 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $47.9M. The largest seller was Envestnet Asset Management, cutting an estimated $312M.
- 83 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q4 2019, up from 67 in Q3 2019.
- Funds reported $579M of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q4 2019, down 26% quarter-over-quarter.
- 19 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q4 2019 and 3 closed out, a net change of +16 holders.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q4 2019 was Financial Engines Advisors, an estimated $47.9M added.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $312M sold.
Based on aggregated 13F filings for Q4 2019.