We are live on ! Find out more
SPMB icon

State Street SPDR Portfolio Mortgage Backed Bond ETF

99 hedge funds and large institutions have $1.75B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

13% more funds holding

Funds holding: 8899 (+11)

4% less capital invested

Capital invested by funds: $1.82B → $1.75B (-$72.1M)

4.31% less ownership

Funds ownership: 92%87.69% (-4.3%)

Holders
99
Holders Change
+11
Holders Change %
+12.5%
% of All Funds
2.03%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
26
Increased
34
Reduced
29
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.37B -$40M -1,491,706 -3%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$49M +$10.3M +385,927 +27%
GI
3
Gradient Investments
Minnesota
$39.4M +$432K +16,115 +1%
LPL Financial
4
LPL Financial
California
$27M +$5.21M +194,528 +24%
Bank of America
5
Bank of America
North Carolina
$26.1M -$5.28M -197,059 -17%
Wells Fargo
6
Wells Fargo
California
$23.8M +$14.4M +538,013 +153%
Jane Street
7
Jane Street
New York
$20.3M -$72.2M -2,693,632 -78%
State Street
8
State Street
Massachusetts
$15.5M +$4.76M +177,861 +44%
LFPWM
9
Leicht Financial Planning & Wealth Management
New Jersey
$11.6M +$11.6M +432,596 New
UCFA
10
United Capital Financial Advisors
Texas
$10.6M +$10.6M +395,803 New
SMM
11
Stadion Money Management
Georgia
$8.54M +$289K +10,795 +4%
CWM
12
Chesapeake Wealth Management
Virginia
$7.98M +$50.2K +1,875 +0.6%
FI
13
FormulaFolio Investments
Michigan
$7.45M +$3.34M +124,600 +81%
ACG
14
Allen Capital Group
Nebraska
$7.25M -$73.8K -2,755 -1%
LWS
15
Lucia Wealth Services
California
$6.62M +$2.67M +99,561 +67%
CCA
16
Checchi Capital Advisers
California
$6.06M -$70.7K -2,638 -1%
Morgan Stanley
17
Morgan Stanley
New York
$5.93M -$12.4M -461,390 -68%
SWP
18
Stratos Wealth Partners
Ohio
$5.71M +$5.71M +213,267 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.66M +$216K +8,061 +4%
FWP
20
FAS Wealth Partners
Kansas
$5.36M -$342K -12,775 -6%
PAG
21
Private Advisor Group
New Jersey
$5.02M +$5.02M +187,315 New
OMC
22
Old Mission Capital
Illinois
$4.8M +$4.8M +179,319 New
TC
23
TownSquare Capital
Utah
$4.24M -$243K -9,072 -5%
AWM
24
AE Wealth Management
Kansas
$4.04M +$2.22M +82,894 +122%
SS
25
Simplicity Solutions
Minnesota
$3.92M +$2.2M +82,088 +128%

SPMB Hedge Fund Activity: Q2 2020 in Review

99 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q2 2020, worth a combined $1.75B — down 4% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SPMB positions and 14 closed out — a net gain of 12 holders — while 34 added to existing stakes and 29 trimmed.

The largest buyer was Wells Fargo, adding an estimated $14.4M. The largest seller was Jane Street, cutting an estimated $72.2M.

  • 99 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q2 2020, up from 88 in Q1 2020.
  • Funds reported $1.75B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q2 2020, down 4% quarter-over-quarter.
  • 26 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q2 2020 and 14 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q2 2020 was Wells Fargo, an estimated $14.4M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q2 2020 was Jane Street, an estimated $72.2M sold.

Based on aggregated 13F filings for Q2 2020.