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State Street SPDR Portfolio Mortgage Backed Bond ETF

88 hedge funds and large institutions have $1.82B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more capital invested

Capital invested by funds: $579M → $1.82B (+$1.25B)

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

141% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 17

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

14.78% more ownership

Funds ownership: 77.21%92% (+15%)

6% more funds holding

Funds holding: 8388 (+5)

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.94%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
19
Increased
41
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.41B +$1.02B +38,718,205 +276%
Jane Street
2
Jane Street
New York
$92.1M +$88.9M +3,382,270 +4,970%
Citadel Advisors
3
Citadel Advisors
Florida
$44.7M +$43M +1,638,049 +4,457%
GI
4
Gradient Investments
Minnesota
$38.9M +$20.8M +790,469 +119%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$38.8M +$7.4M +281,606 +24%
Bank of America
6
Bank of America
North Carolina
$31.2M +$7.89M +300,375 +35%
LPL Financial
7
LPL Financial
California
$21.7M +$16.8M +638,994 +365%
Morgan Stanley
8
Morgan Stanley
New York
$18.2M +$14.9M +567,096 +490%
State Street
9
State Street
Massachusetts
$10.7M +$2.31M +87,978 +28%
Wells Fargo
10
Wells Fargo
California
$9.38M -$156K -5,945 -2%
SMM
11
Stadion Money Management
Georgia
$8.22M -$1.07M -40,650 -12%
CWM
12
Chesapeake Wealth Management
Virginia
$7.91M -$205K -7,802 -3%
ACG
13
Allen Capital Group
Nebraska
$7.29M +$1.05M +40,125 +17%
CCA
14
Checchi Capital Advisers
California
$6.11M +$533K +20,266 +10%
FWP
15
FAS Wealth Partners
Kansas
$5.68M -$354K -13,485 -6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.42M +$1.89M +71,867 +55%
VWA
17
Visionary Wealth Advisors
Illinois
$4.61M +$4.53M +172,541 New
TC
18
TownSquare Capital
Utah
$4.5M +$564K +21,454 +15%
FI
19
FormulaFolio Investments
Michigan
$4.1M +$3.02M +114,919 +297%
LWS
20
Lucia Wealth Services
California
$3.94M +$3.14M +119,382 +424%
RIM
21
Redwood Investment Management
Arizona
$3.56M +$251K +9,546 +8%
AF
22
Advisornet Financial
Minnesota
$3.56M +$94.5K +3,597 +3%
VFA
23
Values First Advisors
Tennessee
$3.16M +$145K +5,517 +5%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.15M +$3.1M +118,099 New
VRM
25
Vectors Research Management
New York
$2.29M -$179K -6,821 -7%

SPMB Hedge Fund Activity: Q1 2020 in Review

88 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q1 2020, worth a combined $1.82B — up 215% from $579M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SPMB positions and 11 closed out — a net gain of 8 holders — while 41 added to existing stakes and 17 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $1.02B. The largest seller was Commonwealth Equity Services, cutting an estimated $10.7M.

  • 88 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q1 2020, up from 83 in Q4 2019.
  • Funds reported $1.82B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q1 2020, up 215% quarter-over-quarter.
  • 19 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q1 2020 and 11 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q1 2020 was Financial Engines Advisors, an estimated $1.02B added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q1 2020 was Commonwealth Equity Services, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2020.