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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
TAIM
101
TD Ameritrade Investment Management
Nebraska
$100K -$20.9K -808 -17%
APA
102
American Portfolios Advisors
New York
$86K +$86.2K +3,326 New
PP
103
Pacifica Partners
Canada
$63K
TFGT
104
TS Financial Group (TSFG)
Illinois
$59K +$24.6K +951 +72%
EW
105
Element Wealth
Mississippi
$58K
COCM
106
Charter Oak Capital Management
New Hampshire
$57K
SWM
107
Spire Wealth Management
Virginia
$52K +$19.5K +753 +59%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$49K
RIM
109
Rockbridge Investment Management
New York
$33K
IA
110
IFP Advisors
Florida
$31K -$17.6K -680 -36%
LAS
111
Lloyd Advisory Services
Georgia
$30K +$3.99K +154 +15%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$30K +$24.3K +936 +450%
WQ
113
Wealth Quarterback
New Jersey
$28K +$27.2K +1,049 New
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$25K -$22K -849 -46%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$18K -$30.4K -1,172 -63%
TIM
116
Tortoise Investment Management
New York
$13K
FPW
117
Flagship Private Wealth
Massachusetts
$11.6K
TRCT
118
Tower Research Capital (TRC)
New York
$11K
SIM
119
Sonora Investment Management
Arizona
$10K
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$9K
PFA
121
Professional Financial Advisors
Nebraska
$9K +$52 +2 +0.6%
HI
122
Harbour Investments
Wisconsin
$7K -$519K -20,017 -99%
CAAS
123
Capital Asset Advisory Services
Michigan
$5K
FMP
124
Financial Management Professionals
Texas
$5K +$5.13K +198 New
US Bancorp
125
US Bancorp
Minnesota
$4K +$3.83K +148 New

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.