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State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

99 hedge funds and large institutions have $2.31B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 29

32% more capital invested

Capital invested by funds: $1.75B → $2.31B (+$560M)

16.43% more ownership

Funds ownership: 87.69% → 104.12% (+16%)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding

Funds holding: 99 → 99 (0)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

Holders
99
Holders Change
–
Holders Change %
0%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
10
Increased
47
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$504M
2
Citadel Advisors
Citadel Advisors
Florida
+$25.2M
3
LPL Financial
LPL Financial
California
+$12M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$11.7M
5
MMA
Miracle Mile Advisors
California
+$7.67M

Top Sellers

1
Jane Street
Jane Street
New York
-$10.2M
2
Bank of America
Bank of America
North Carolina
-$4.8M
3
FI
FormulaFolio Investments
Michigan
-$2.86M
4
VWA
Visionary Wealth Advisors
Illinois
-$1.89M
5
LFAS
Level Four Advisory Services
Texas
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
GL
76
Graypoint LLC
New York
$230K – – –
BS
77
Boenning & Scattergood
Pennsylvania
$224K +$667 +25 +0.3%
TAIM
78
TD Ameritrade Investment Management
Nebraska
$124K -$13.6K -511 -10%
CFGS
79
Concourse Financial Group Securities
Alabama
$93K -$405K -15,166 -81%
AAM
80
Advisors Asset Management
Colorado
$91K +$40.4K +1,514 +80%
IA
81
IFP Advisors
Florida
$76K +$214 +8 +0.3%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$49K – – –
Citigroup
83
Citigroup
New York
$47K – – –
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$45K +$27 +1 +0.1%
TFGT
85
TS Financial Group (TSFG)
Illinois
$35K +$16.1K +603 +84%
RIM
86
Rockbridge Investment Management
New York
$34K – – –
SFS
87
Sowell Financial Services
Arkansas
$26K – – –
LAS
88
Lloyd Advisory Services
Georgia
$20K +$801 +30 +4%
SIM
89
Sonora Investment Management
Arizona
$17K -$14.3K -534 -46%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$17K +$10K +375 +147%
TIM
91
Tortoise Investment Management
New York
$14K – – –
Fidelity Investments
92
Fidelity Investments
Massachusetts
$13K -$9.77K -366 -43%
TRCT
93
Tower Research Capital (TRC)
New York
$12K – – –
CAL
94
Capital Analysts LLC
Pennsylvania
$12K +$11.9K +447 New
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$9K – – –
PFA
96
Professional Financial Advisors
Nebraska
$9K +$9.08K +340 New
CAAS
97
Capital Asset Advisory Services
Michigan
$5K – – –
FEG
98
Financial Enhancement Group
Indiana
$1K – – –
GIA
99
Gladstone Institutional Advisory
Florida
– -$1.71M -63,863 Closed
AFP
100
Ausdal Financial Partners
Iowa
– -$338K -12,626 Closed
1 2 3
4
5

SPMB Hedge Fund Activity: Q3 2020 in Review

99 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q3 2020, worth a combined $2.31B — up 32% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SPMB positions and 9 closed out — a net gain of 1 holder — while 47 added to existing stakes and 29 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $504M. The largest seller was Jane Street, cutting an estimated $10.2M.

  • 99 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $2.31B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q3 2020, up 32% quarter-over-quarter.
  • 10 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q3 2020 and 9 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q3 2020 was Financial Engines Advisors, an estimated $504M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q3 2020 was Jane Street, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2020.