We are live on ! Find out more
SPMB icon

State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

113 hedge funds and large institutions have $2.62B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

81% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 27

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

14% more funds holding

Funds holding: 99 → 113 (+14)

13% more capital invested

Capital invested by funds: $2.31B → $2.62B (+$304M)

10.78% less ownership

Funds ownership: 104.12% → 93.34% (-11%)

Holders
113
Holders Change
+14
Holders Change %
+14.14%
% of All Funds
2%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
25
Increased
49
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$173M
2
LPL Financial
LPL Financial
California
+$36.7M
3
Citigroup
Citigroup
New York
+$23.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$19.1M
5
Morgan Stanley
Morgan Stanley
New York
+$11.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$5.79M
2
OMC
Old Mission Capital
Illinois
-$5.27M
3
MMA
Miracle Mile Advisors
California
-$3.12M
4
VFA
Voya Financial Advisors
Connecticut
-$2.99M
5
RJA
Raymond James & Associates
Florida
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
76
WealthSource Partners
California
$367K +$107K +4,042 +41%
AAS
77
Avantax Advisory Services
Texas
$348K +$15.7K +592 +5%
FHA
78
Flagship Harbor Advisors
Massachusetts
$304K +$17.1K +645 +6%
MWC
79
MBM Wealth Consultants
Missouri
$298K +$299K +11,294 New
IWM
80
IHT Wealth Management
Illinois
$287K -$6.23K -235 -2%
DLHL
81
Donald L. Hagan LLC
Florida
$275K +$276K +10,413 New
DI
82
Diligent Investors
California
$266K – – –
MSFS
83
Main Street Financial Solutions
Pennsylvania
$251K +$252K +9,512 New
CIAS
84
CFS Investment Advisory Services
New Jersey
$240K +$241K +9,100 New
EB
85
Eastern Bank
Massachusetts
$225K -$264K -9,946 -54%
BS
86
Boenning & Scattergood
Pennsylvania
$223K – – –
BTWM
87
Baker Tilly Wealth Management
Wisconsin
$222K +$222K +8,394 New
CAN
88
Cetera Advisor Networks
California
$200K +$201K +7,582 New
TAIM
89
TD Ameritrade Investment Management
Nebraska
$123K +$212 +8 +0.2%
AAM
90
Advisors Asset Management
Colorado
$104K +$13.6K +514 +15%
IA
91
IFP Advisors
Florida
$76K +$238 +9 +0.3%
CFGS
92
Concourse Financial Group Securities
Alabama
$72K -$20.2K -761 -22%
CWP
93
Concord Wealth Partners
Virginia
$68K +$67.8K +2,560 New
COCM
94
Charter Oak Capital Management
New Hampshire
$58K +$58.6K +2,212 New
TAM
95
Tucker Asset Management
Colorado
$54.8K +$55K +2,075 New
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$49K – – –
BWM
97
Baystate Wealth Management
Massachusetts
$46K +$46.2K +1,742 New
TFGT
98
TS Financial Group (TSFG)
Illinois
$35K – – –
RIM
99
Rockbridge Investment Management
New York
$33K – – –
LAS
100
Lloyd Advisory Services
Georgia
$25K +$5.27K +199 +26%
1 2 3
4
5

SPMB Hedge Fund Activity: Q4 2020 in Review

113 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q4 2020, worth a combined $2.62B — up 13% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SPMB positions and 10 closed out — a net gain of 15 holders — while 49 added to existing stakes and 27 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $173M. The largest seller was Jane Street, cutting an estimated $5.79M.

  • 113 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q4 2020, up from 99 in Q3 2020.
  • Funds reported $2.62B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q4 2020, up 13% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q4 2020 and 10 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $173M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q4 2020 was Jane Street, an estimated $5.79M sold.

Based on aggregated 13F filings for Q4 2020.