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State Street SPDR Portfolio Mortgage Backed Bond ETF

11 hedge funds and large institutions have $19.3M invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

64% more capital invested

Capital invested by funds: $11.8M → $19.3M (+$7.52M)

4.04% more ownership

Funds ownership: 9.22%13.26% (+4%)

27% less funds holding

Funds holding: 1511 (-4)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
11
Holders Change
-4
Holders Change %
-26.67%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$8.88M +$4.92M +179,882 +125%
AssetMark Inc
2
AssetMark Inc
California
$4.01M +$759K +27,784 +23%
UBS Group
3
UBS Group
Switzerland
$1.79M +$1.55M +56,672 +667%
Bank of America
4
Bank of America
North Carolina
$1.74M +$1.64M +60,158 +1,909%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.65M +$1.64M +60,019 New
Goldman Sachs
6
Goldman Sachs
New York
$423K +$421K +15,396 New
CCA
7
Checchi Capital Advisers
California
$394K
Morgan Stanley
8
Morgan Stanley
New York
$371K -$224K -8,216 -38%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$22K -$519 -19 -2%
Citigroup
10
Citigroup
New York
$20K
Jane Street
11
Jane Street
New York
-$1.09M -40,309 Closed
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
-$894K -32,898 Closed
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
-$570K -20,983 Closed
NPC
14
National Planning Corporation
California
-$21.9K -800 Closed
WA
15
WFG Advisors
Texas
-$1K -31 Closed

SPMB Hedge Fund Activity: Q1 2015 in Review

11 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q1 2015, worth a combined $19.3M — up 64% from $11.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SPMB and 2 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 4 added.

The largest buyer was Wells Fargo, adding an estimated $4.92M. The largest seller was Jane Street, exiting entirely with an estimated $1.09M sold.

  • 11 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q1 2015, down from 15 in Q4 2014.
  • Funds reported $19.3M of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q1 2015, up 64% quarter-over-quarter.
  • 2 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q1 2015 and 5 closed out, a net change of -3 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q1 2015 was Wells Fargo, an estimated $4.92M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q1 2015 was Jane Street, an estimated $1.09M sold.

Based on aggregated 13F filings for Q1 2015.