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State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

88 hedge funds and large institutions have $1.82B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more capital invested

Capital invested by funds: $579M → $1.82B (+$1.25B)

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

141% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 17

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

14.78% more ownership

Funds ownership: 77.21% → 92% (+15%)

6% more funds holding

Funds holding: 83 → 88 (+5)

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.94%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
19
Increased
41
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$1.02B
2
Jane Street
Jane Street
New York
+$88.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$43M
4
GI
Gradient Investments
Minnesota
+$20.8M
5
LPL Financial
LPL Financial
California
+$16.8M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$10.7M
2
PWS
Private Wealth Strategies
Ohio
-$6.19M
3
BCV
Banque Cantonale Vaudoise
Switzerland
-$3.92M
4
SRSA
S.R. Schill & Associates
Washington
-$2.72M
5
HC
HNP Capital
New York
-$2.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
76
Ameritas Investment Company
Nebraska
$15K +$15K +570 New
TRCT
77
Tower Research Capital (TRC)
New York
$12K – – –
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$10K – – –
DI
79
Disciplined Investments
Oklahoma
$9K +$9.09K +346 New
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$7K – – –
CAAS
81
Capital Asset Advisory Services
Michigan
$5K – – –
MWM
82
MBE Wealth Management
Wisconsin
$5K +$5.47K +208 New
FEG
83
Financial Enhancement Group
Indiana
$4K -$11.2K -425 -76%
GWM
84
Geneos Wealth Management
Colorado
$3K +$3.73K +142 New
US Bancorp
85
US Bancorp
Minnesota
$1K +$1.39K +53 New
PWS
86
Private Wealth Strategies
Ohio
– -$6.19M -237,135 Closed
BCV
87
Banque Cantonale Vaudoise
Switzerland
– -$3.92M -150,000 Closed
SRSA
88
S.R. Schill & Associates
Washington
– -$2.72M -104,205 Closed
HC
89
HNP Capital
New York
– -$2.63M -100,408 Closed
PA
90
Parallel Advisors
California
– -$1.38M -53,012 Closed
SHIM
91
Stone House Investment Management
Pennsylvania
– -$830K -31,771 Closed
BCM
92
Brookstone Capital Management
Illinois
– -$479K -18,346 Closed
RA
93
RFG Advisory
Alabama
– -$417K -15,957 Closed
DLHL
94
Donald L. Hagan LLC
Florida
– -$267K -10,184 Closed
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
– -$19K -723 Closed
HF
96
Halpern Financial
Virginia
– -$13.6K -519 Closed
RDWM
97
Red Door Wealth Management
Tennessee
– +$526 +20 New
1 2 3
4

SPMB Hedge Fund Activity: Q1 2020 in Review

88 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q1 2020, worth a combined $1.82B — up 215% from $579M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SPMB positions and 11 closed out — a net gain of 8 holders — while 41 added to existing stakes and 17 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $1.02B. The largest seller was Commonwealth Equity Services, cutting an estimated $10.7M.

  • 88 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q1 2020, up from 83 in Q4 2019.
  • Funds reported $1.82B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q1 2020, up 215% quarter-over-quarter.
  • 19 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q1 2020 and 11 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q1 2020 was Financial Engines Advisors, an estimated $1.02B added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q1 2020 was Commonwealth Equity Services, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2020.