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State Street SPDR Portfolio Mortgage Backed Bond ETF

132 hedge funds and large institutions have $3.59B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

23% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 40

12% more capital invested

Capital invested by funds: $3.2B → $3.59B (+$397M)

9% more funds holding

Funds holding: 121132 (+11)

0.77% more ownership

Funds ownership: 91.17%91.94% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
2.3%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
23
Increased
49
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
76
Raymond James & Associates
Florida
$617K +$48.2K +1,861 +8%
OMC
77
Old Mission Capital
Illinois
$603K -$19.8K -764 -3%
ATPW
78
Ashton Thomas Private Wealth
Arizona
$557K -$90.2K -3,482 -14%
TSA
79
Tri-Star Advisors
Texas
$538K
CA
80
Cetera Advisors
Colorado
$512K +$513K +19,793 New
HH
81
Hilltop Holdings
Texas
$511K -$5.18K -200 -1%
WIC
82
Woodmont Investment Counsel
Tennessee
$394K
Creative Planning
83
Creative Planning
Kansas
$386K +$387K +14,929 New
MWC
84
MBM Wealth Consultants
Missouri
$378K -$11.4K -439 -3%
IA
85
IndexIQ Advisors
New York
$360K +$360K +13,913 New
DLHL
86
Donald L. Hagan LLC
Florida
$314K +$26.6K +1,026 +9%
AAM
87
Advisors Asset Management
Colorado
$293K +$40.6K +1,568 +16%
IWM
88
IHT Wealth Management
Illinois
$288K +$1.35K +52 +0.5%
RC
89
RegentAtlantic Capital
New Jersey
$278K +$279K +10,766 New
DI
90
Diligent Investors
California
$260K
Fisher Asset Management
91
Fisher Asset Management
Washington
$259K +$260K +10,032 New
MSFS
92
Main Street Financial Solutions
Pennsylvania
$247K +$1.19K +46 +0.5%
CAN
93
Cetera Advisor Networks
California
$236K +$236K +9,119 New
GIA
94
Gladstone Institutional Advisory
Florida
$230K -$63.3K -2,442 -22%
BS
95
Boenning & Scattergood
Pennsylvania
$228K +$25.9K +1,000 +13%
CW
96
CreativeOne Wealth
Kansas
$225K -$20.4K -788 -8%
FRA
97
Front Row Advisors
California
$207K +$104K +4,000 +100%
RIG
98
Ramiah Investment Group
Wisconsin
$202K -$2.05K -79 -1%
WWM
99
Western Wealth Management
Colorado
$200K -$43.8K -1,689 -18%
CFGS
100
Concourse Financial Group Securities
Alabama
$114K +$9.07K +350 +9%

SPMB Hedge Fund Activity: Q2 2021 in Review

132 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q2 2021, worth a combined $3.59B — up 12% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SPMB positions and 9 closed out — a net gain of 14 holders — while 49 added to existing stakes and 40 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $399M. The largest seller was Jane Street, cutting an estimated $65.7M.

  • 132 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q2 2021, up from 121 in Q1 2021.
  • Funds reported $3.59B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q2 2021 and 9 closed out, a net change of +14 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q2 2021 was Financial Engines Advisors, an estimated $399M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q2 2021 was Jane Street, an estimated $65.7M sold.

Based on aggregated 13F filings for Q2 2021.