State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
42 hedge funds and large institutions have $75.4M invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 4 closing their positions.
214% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
11% more funds holding
Funds holding: 38 → 42 (+4)
1% less capital invested
Capital invested by funds: $76M → $75.4M (-$594K)
5.59% less ownership
Funds ownership: 36.21% → 30.61% (-5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Checchi Capital Advisers
Beverly Hills,
California
|
+$4.05M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$2.93M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.21M |
| 4 |
Morgan Stanley
New York
|
+$1.89M |
| 5 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$1.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$12.3M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$2.92M |
| 3 |
IA
IndexIQ Advisors
New York
|
-$832K |
| 4 |
CWM
Chesapeake Wealth Management
Williamsburg,
Virginia
|
-$352K |
| 5 |
Jane Street
New York
|
-$320K |
SPMB Hedge Fund Activity: Q4 2018 in Review
42 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q4 2018, worth a combined $75.4M — down 0.78% from $76M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SPMB positions and 4 closed out — a net gain of 4 holders — while 22 added to existing stakes and 7 trimmed.
The largest buyer was Checchi Capital Advisers, adding an estimated $4.05M. The largest seller was Cornerstone Wealth Management, cutting an estimated $12.3M.
- 42 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q4 2018, up from 38 in Q3 2018.
- Funds reported $75.4M of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q4 2018, down 0.78% quarter-over-quarter.
- 8 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q4 2018 and 4 closed out, a net change of +4 holders.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q4 2018 was Checchi Capital Advisers, an estimated $4.05M added.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $12.3M sold.
Based on aggregated 13F filings for Q4 2018.