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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
PFGIA
101
Patriot Financial Group Insurance Agency
Massachusetts
$48K -$323K -12,318 -87%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$48K +$48.8K +1,861 New
TFGT
103
TS Financial Group (TSFG)
Illinois
$34K – – –
RIM
104
Rockbridge Investment Management
New York
$33K – – –
SWM
105
Spire Wealth Management
Virginia
$33K +$33.4K +1,271 New
LAS
106
Lloyd Advisory Services
Georgia
$26K +$1.71K +65 +7%
TIM
107
Tortoise Investment Management
New York
$13K – – –
FPW
108
Flagship Private Wealth
Massachusetts
$11.7K – – –
TRCT
109
Tower Research Capital (TRC)
New York
$11K – – –
SFS
110
Sowell Financial Services
Arkansas
$10K -$131 -5 -1%
SIM
111
Sonora Investment Management
Arizona
$10K – – –
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$9K – – –
PFA
113
Professional Financial Advisors
Nebraska
$9K +$26 +1 +0.3%
SIS
114
Sound Income Strategies
Florida
$8.3K +$8.4K +320 New
Fidelity Investments
115
Fidelity Investments
Massachusetts
$5K -$5.07K -193 -48%
CAAS
116
Capital Asset Advisory Services
Michigan
$5K – – –
CIAS
117
Capital Investment Advisory Services
North Carolina
$3K +$3.02K +115 New
TAM
118
Tucker Asset Management
Colorado
$2.65K -$51.8K -1,973 -95%
CAL
119
Capital Analysts LLC
Pennsylvania
$1K -$11.7K -447 -91%
FEG
120
Financial Enhancement Group
Indiana
$1K – – –
FI
121
FormulaFolio Investments
Michigan
– -$5.52M -210,265 -100%
SS
122
Simplicity Solutions
Minnesota
– -$4.44M -168,204 Closed
SMF
123
Sterling Manor Financial
New York
– -$3.91M -148,075 Closed
LFAS
124
Level Four Advisory Services
Texas
– -$2.33M -88,153 Closed
Renaissance Technologies
125
Renaissance Technologies
New York
– -$1.31M -49,702 Closed
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.