State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
99 hedge funds and large institutions have $1.75B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 14 closing their positions.
86% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 14
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
17% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 29
13% more funds holding
Funds holding: 88 → 99 (+11)
4% less capital invested
Capital invested by funds: $1.82B → $1.75B (-$72.1M)
4.31% less ownership
Funds ownership: 92% → 87.69% (-4.3%)
Top Buyers
Top Sellers
| 1 |
Jane Street
New York
|
-$72.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$41.1M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$40M |
| 4 |
Morgan Stanley
New York
|
-$12.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$5.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GM
101
GeoWealth Management
Chicago,
Illinois
| – | -$242K | -9,081 | Closed |
|
|
SMFS
102
Squar Milner Financial Services
Irvine,
California
| – | -$173K | -6,518 | Closed |
|
|
EWM
103
Elmwood Wealth Management
Berkeley,
California
| – | -$160K | -6,250 | Closed |
|
|
ASN
104
Advisory Services Network
Atlanta,
Georgia
| – | -$92K | -3,450 | Closed |
|
|
AIC
105
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$15K | -570 | Closed |
|
|
DI
106
Disciplined Investments
Tulsa,
Oklahoma
| – | -$9K | -346 | Closed |
|
|
MWM
107
MBE Wealth Management
Tomah,
Wisconsin
| – | -$5K | -208 | Closed |
|
|
GWM
108
Geneos Wealth Management
Englewood,
Colorado
| – | -$3K | -142 | Closed |
|
109
US Bancorp
Minneapolis,
Minnesota
| – | -$1K | -53 | Closed |
|
|
PCA
110
Providence Capital Advisors
Charlotte,
North Carolina
| – | +$134 | +5 | New |
|
SPMB Hedge Fund Activity: Q2 2020 in Review
99 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q2 2020, worth a combined $1.75B — down 4% from $1.82B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new SPMB positions and 14 closed out — a net gain of 12 holders — while 34 added to existing stakes and 29 trimmed.
The largest buyer was Wells Fargo, adding an estimated $14.4M. The largest seller was Jane Street, cutting an estimated $72.2M.
- 99 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q2 2020, up from 88 in Q1 2020.
- Funds reported $1.75B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q2 2020, down 4% quarter-over-quarter.
- 26 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q2 2020 and 14 closed out, a net change of +12 holders.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q2 2020 was Wells Fargo, an estimated $14.4M added.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q2 2020 was Jane Street, an estimated $72.2M sold.
Based on aggregated 13F filings for Q2 2020.