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.
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%)
Top Buyers
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$357M |
| 2 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$141M |
| 3 |
Jane Street
New York
|
+$75.2M |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
+$39.4M |
| 5 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$16M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Fisher Asset Management
Camas,
Washington
| – | -$712K | -26,949 | Closed |
|
|
TSS
127
Two Sigma Securities
New York
| – | -$427K | -16,147 | Closed |
|
|
IA
128
IndexIQ Advisors
New York
| – | -$388K | -14,701 | Closed |
|
|
WP
129
WealthSource Partners
San Luis Obispo,
California
| – | -$367K | -13,873 | Closed |
|
|
EB
130
Eastern Bank
Boston,
Massachusetts
| – | -$225K | -8,522 | Closed |
|
|
CAN
131
Cetera Advisor Networks
El Segundo,
California
| – | -$200K | -7,582 | Closed |
|
|
BWM
132
Baystate Wealth Management
Boston,
Massachusetts
| – | -$46K | -1,742 | Closed |
|
|
TIAM2
133
Tru Independence Asset Management 2
Portland,
Oregon
| – | -$1K | -33 | Closed |
|
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.