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State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

51 hedge funds and large institutions have $121M invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

60% more capital invested

Capital invested by funds: $75.4M → $121M (+$45.3M)

21% more funds holding

Funds holding: 42 → 51 (+9)

14.97% more ownership

Funds ownership: 30.61% → 45.58% (+15%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
51
Holders Change
+9
Holders Change %
+21.43%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
18
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$19.1M
2
FEG
Financial Enhancement Group
Indiana
+$17.7M
3
GI
Gradient Investments
Minnesota
+$11.7M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.49M
5
1NWS
1 North Wealth Services
Maryland
+$1.45M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$6.24M
2
SMM
Stadion Money Management
Georgia
-$2.39M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.24M
4
BCM
Brookstone Capital Management
Illinois
-$1.76M
5
UBS Group
UBS Group
Switzerland
-$1.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
1
Financial Enhancement Group
Indiana
$21.3M +$17.7M +691,195 +523%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$19.1M +$19.1M +745,673 New
GI
3
Gradient Investments
Minnesota
$11.8M +$11.7M +456,634 New
Wells Fargo
4
Wells Fargo
California
$9.57M +$252K +9,865 +3%
SMM
5
Stadion Money Management
Georgia
$8.74M -$2.39M -93,356 -22%
CWM
6
Chesapeake Wealth Management
Virginia
$7.51M +$208K +8,126 +3%
FWP
7
FAS Wealth Partners
Kansas
$6.08M +$173K +6,768 +3%
CCA
8
Checchi Capital Advisers
California
$5.96M -$6.03K -236 -0.1%
Morgan Stanley
9
Morgan Stanley
New York
$4.35M +$712K +27,869 +20%
TC
10
TownSquare Capital
Utah
$3.79M -$958K -37,489 -20%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.52M +$2.49M +97,620 New
AF
12
Advisornet Financial
Minnesota
$2.34M +$1.34M +52,557 +139%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.92M -$126K -4,936 -6%
Bank of America
14
Bank of America
North Carolina
$1.48M +$159K +6,221 +12%
1NWS
15
1 North Wealth Services
Maryland
$1.47M +$1.45M +56,833 New
RJA
16
Raymond James & Associates
Florida
$1.42M +$136K +5,307 +11%
LPL Financial
17
LPL Financial
California
$1.35M +$200K +7,832 +18%
BCM
18
Brookstone Capital Management
Illinois
$1.24M -$1.76M -68,860 -59%
Fisher Asset Management
19
Fisher Asset Management
Washington
$942K -$66.2K -2,590 -7%
Citadel Advisors
20
Citadel Advisors
Florida
$896K +$887K +34,704 New
FTUS
21
Flow Traders U.S.
New York
$822K +$813K +31,817 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$694K +$58.5K +2,288 +9%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$643K +$637K +24,907 New
PAG
24
Pinnacle Advisory Group
Maryland
$588K +$56.2K +2,200 +11%
Jane Street
25
Jane Street
New York
$479K +$474K +18,557 New
1
2 3

SPMB Hedge Fund Activity: Q1 2019 in Review

51 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q1 2019, worth a combined $121M — up 60% from $75.4M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SPMB positions and 6 closed out — a net gain of 9 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $19.1M. The largest seller was AssetMark Inc, cutting an estimated $6.24M.

  • 51 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q1 2019, up from 42 in Q4 2018.
  • Funds reported $121M of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q1 2019, up 60% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q1 2019 and 6 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q1 2019 was Wealth Enhancement Advisory Services, an estimated $19.1M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q1 2019 was AssetMark Inc, an estimated $6.24M sold.

Based on aggregated 13F filings for Q1 2019.