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State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

121 hedge funds and large institutions have $3.2B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

22% more capital invested

Capital invested by funds: $2.62B → $3.2B (+$579M)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

7% more funds holding

Funds holding: 113 → 121 (+8)

2.17% less ownership

Funds ownership: 93.34% → 91.17% (-2.2%)

Holders
121
Holders Change
+8
Holders Change %
+7.08%
% of All Funds
2.12%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
21
Increased
47
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$357M
2
MWM
Modera Wealth Management
New Jersey
+$141M
3
Jane Street
Jane Street
New York
+$75.2M
4
TC
TownSquare Capital
Utah
+$39.4M
5
GLA
Good Life Advisors
Pennsylvania
+$16M

Top Sellers

1
GI
Gradient Investments
Minnesota
-$25.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$24.2M
3
Wells Fargo
Wells Fargo
California
-$12.1M
4
FAIM
Financial Advocates Investment Management
Washington
-$9.57M
5
CCC
Crescent Capital Consulting
Louisiana
-$7.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
76
Financial Advocates Investment Management
Washington
$463K -$9.57M -364,628 -95%
WIC
77
Woodmont Investment Counsel
Tennessee
$395K +$400K +15,246 New
MWC
78
MBM Wealth Consultants
Missouri
$390K +$98.7K +3,761 +33%
WA
79
WBH Advisory
Maryland
$379K +$383K +14,611 New
AAS
80
Avantax Advisory Services
Texas
$295K -$48.8K -1,859 -14%
GIA
81
Gladstone Institutional Advisory
Florida
$294K +$297K +11,332 New
DLHL
82
Donald L. Hagan LLC
Florida
$289K +$18.8K +718 +7%
IWM
83
IHT Wealth Management
Illinois
$287K +$5.62K +214 +2%
DI
84
Diligent Investors
California
$261K – – –
AAM
85
Advisors Asset Management
Colorado
$253K +$153K +5,831 +148%
MSFS
86
Main Street Financial Solutions
Pennsylvania
$247K +$262 +10 +0.1%
CW
87
CreativeOne Wealth
Kansas
$246K -$164K -6,262 -40%
WWM
88
Western Wealth Management
Colorado
$244K -$130K -4,966 -35%
FHA
89
Flagship Harbor Advisors
Massachusetts
$225K -$74.4K -2,835 -25%
RIG
90
Ramiah Investment Group
Wisconsin
$204K +$207K +7,882 New
BS
91
Boenning & Scattergood
Pennsylvania
$203K -$15.7K -600 -7%
TAIM
92
TD Ameritrade Investment Management
Nebraska
$123K – – –
CFGS
93
Concourse Financial Group Securities
Alabama
$105K +$34.9K +1,330 +49%
FRA
94
Front Row Advisors
California
$104K +$105K +4,000 New
SPIA
95
Steward Partners Investment Advisory
New York
$77.7K +$68.2K +2,597 +649%
PP
96
Pacifica Partners
Canada
$64K +$65.2K +2,484 New
EW
97
Element Wealth
Mississippi
$58K +$58.8K +2,239 New
COCM
98
Charter Oak Capital Management
New Hampshire
$57K – – –
IA
99
IFP Advisors
Florida
$49K -$26K -992 -34%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$49K – – –
2 3
4
5 6

SPMB Hedge Fund Activity: Q1 2021 in Review

121 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q1 2021, worth a combined $3.2B — up 22% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SPMB positions and 12 closed out — a net gain of 9 holders — while 47 added to existing stakes and 37 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $357M. The largest seller was Gradient Investments, cutting an estimated $25.2M.

  • 121 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q1 2021, up from 113 in Q4 2020.
  • Funds reported $3.2B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q1 2021, up 22% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q1 2021 and 12 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q1 2021 was Financial Engines Advisors, an estimated $357M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q1 2021 was Gradient Investments, an estimated $25.2M sold.

Based on aggregated 13F filings for Q1 2021.