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State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

67 hedge funds and large institutions have $783M invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

553% more capital invested

Capital invested by funds: $120M → $783M (+$663M)

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

135.19% more ownership

Funds ownership: 54.58% → 189.77% (+135%)

20% more funds holding

Funds holding: 56 → 67 (+11)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
67
Holders Change
+11
Holders Change %
+19.64%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
32
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$320M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$312M
3
Bank of America
Bank of America
North Carolina
+$9.05M
4
ACG
Allen Capital Group
Nebraska
+$5.73M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$1.81M

Top Sellers

1
FEG
Financial Enhancement Group
Indiana
-$2.18M
2
RIM
Redwood Investment Management
Arizona
-$303K
3
BCM
Brookstone Capital Management
Illinois
-$234K
4
CF
Centaurus Financial
California
-$191K
5
LA
LexAurum Advisors
Kansas
-$187K
Name Holding Trade Value Shares
Change 		Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$321M +$320M +12,208,039 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$316M +$312M +11,929,825 +10,813%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$27.7M +$1.81M +69,040 +7%
GI
4
Gradient Investments
Minnesota
$15.7M +$926K +35,373 +6%
Bank of America
5
Bank of America
North Carolina
$10.5M +$9.05M +345,519 +630%
Wells Fargo
6
Wells Fargo
California
$10.1M +$353K +13,490 +4%
SMM
7
Stadion Money Management
Georgia
$9.45M +$228K +8,700 +2%
CWM
8
Chesapeake Wealth Management
Virginia
$7.86M +$61.2K +2,337 +0.8%
FWP
9
FAS Wealth Partners
Kansas
$6.08M -$50.5K -1,930 -0.8%
CCA
10
Checchi Capital Advisers
California
$6.05M -$10.9K -417 -0.2%
ACG
11
Allen Capital Group
Nebraska
$5.74M +$5.73M +218,709 New
Morgan Stanley
12
Morgan Stanley
New York
$4.12M +$104K +3,978 +3%
State Street
13
State Street
Massachusetts
$4.1M +$524K +20,015 +15%
TC
14
TownSquare Capital
Utah
$3.49M +$1.27M +48,551 +57%
AF
15
Advisornet Financial
Minnesota
$3.47M +$114K +4,345 +3%
RIM
16
Redwood Investment Management
Arizona
$3.13M -$303K -11,571 -9%
PA
17
Parallel Advisors
California
$2.26M +$216K +8,259 +11%
RJA
18
Raymond James & Associates
Florida
$1.95M +$66.9K +2,554 +4%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.81M -$49.4K -1,886 -3%
1NWS
20
1 North Wealth Services
Maryland
$1.73M +$1.73M +66,011 New
FFN
21
Focus Financial Network
Minnesota
$1.43M +$1.42M +54,260 New
LPL Financial
22
LPL Financial
California
$1.32M +$126K +4,805 +11%
Bessemer Group
23
Bessemer Group
New Jersey
$1.31M – – –
SHIM
24
Stone House Investment Management
Pennsylvania
$894K +$411K +15,704 +86%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$869K +$606K +23,139 +232%
1
2 3

SPMB Hedge Fund Activity: Q3 2019 in Review

67 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q3 2019, worth a combined $783M — up 553% from $120M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SPMB positions and 6 closed out — a net gain of 11 holders — while 32 added to existing stakes and 10 trimmed.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $320M. The largest seller was Financial Enhancement Group, cutting an estimated $2.18M.

  • 67 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q3 2019, up from 56 in Q2 2019.
  • Funds reported $783M of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q3 2019, up 553% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q3 2019 and 6 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q3 2019 was Financial Engines Advisors, an estimated $320M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q3 2019 was Financial Enhancement Group, an estimated $2.18M sold.

Based on aggregated 13F filings for Q3 2019.