We are live on ! Find out more
SPMB icon

State Street SPDR Portfolio Mortgage Backed Bond ETF

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: 68 (+2)

14% more funds holding

Funds holding: 99113 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
101
Tortoise Investment Management
New York
$14K
CAL
102
Capital Analysts LLC
Pennsylvania
$13K +$1.17K +44 +10%
TRCT
103
Tower Research Capital (TRC)
New York
$12K
FPW
104
Flagship Private Wealth
Massachusetts
$11.9K +$11.9K +450 New
SFS
105
Sowell Financial Services
Arkansas
$11K -$15K -565 -58%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$11K -$2.49K -94 -19%
SPIA
107
Steward Partners Investment Advisory
New York
$11K +$10.6K +400 New
SIM
108
Sonora Investment Management
Arizona
$10K -$6.33K -239 -38%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$9K
PFA
110
Professional Financial Advisors
Nebraska
$9K +$53 +2 +0.6%
CAAS
111
Capital Asset Advisory Services
Michigan
$5K
FEG
112
Financial Enhancement Group
Indiana
$1K
TIAM2
113
Tru Independence Asset Management 2
Oregon
$1K +$874 +33 New
VFA
114
Voya Financial Advisors
Connecticut
-$2.99M -112,296 Closed
AWE
115
Avidian Wealth Enterprises
Texas
-$1.61M -60,428 Closed
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
-$1.22M -45,680 Closed
Bessemer Group
117
Bessemer Group
New Jersey
-$940K -35,280 Closed
5L
118
55I LLC
Massachusetts
-$365K -13,690 Closed
UR
119
USCA RIA
Texas
-$361K -13,545 Closed
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
-$357K -13,413 Closed
FFN
121
Focus Financial Network
Minnesota
-$336K -12,607 Closed
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
-$17K -630 Closed

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.