We are live on ! Find out more
SPMB icon

State Street SPDR Portfolio Mortgage Backed Bond ETF

99 hedge funds and large institutions have $2.31B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 29

32% more capital invested

Capital invested by funds: $1.75B → $2.31B (+$560M)

16.43% more ownership

Funds ownership: 87.69%104.12% (+16%)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding

Funds holding: 9999 (0)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
99
Holders Change
Holders Change %
0%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
10
Increased
47
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.87B +$504M +18,895,295 +37%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$60.4M +$11.7M +439,315 +24%
GI
3
Gradient Investments
Minnesota
$41.2M +$1.96M +73,533 +5%
LPL Financial
4
LPL Financial
California
$38.8M +$12M +449,423 +45%
Citadel Advisors
5
Citadel Advisors
Florida
$28.9M +$25.2M +942,490 +663%
Wells Fargo
6
Wells Fargo
California
$26.3M +$2.62M +98,014 +11%
Bank of America
7
Bank of America
North Carolina
$21.1M -$4.8M -179,955 -19%
State Street
8
State Street
Massachusetts
$18.3M +$2.88M +107,868 +19%
UCFA
9
United Capital Financial Advisors
Texas
$16.9M +$6.35M +237,972 +60%
OMC
10
Old Mission Capital
Illinois
$11.3M +$6.49M +242,997 +136%
LFPWM
11
Leicht Financial Planning & Wealth Management
New Jersey
$9.99M -$1.53M -57,377 -13%
Jane Street
12
Jane Street
New York
$9.97M -$10.2M -382,608 -51%
SMM
13
Stadion Money Management
Georgia
$8.83M +$338K +12,680 +4%
CWM
14
Chesapeake Wealth Management
Virginia
$8.32M +$385K +14,438 +5%
MMA
15
Miracle Mile Advisors
California
$7.65M +$7.67M +287,288 New
Morgan Stanley
16
Morgan Stanley
New York
$7.04M +$1.14M +42,780 +19%
LWS
17
Lucia Wealth Services
California
$6.63M +$45.9K +1,719 +0.7%
SWP
18
Stratos Wealth Partners
Ohio
$6.51M +$831K +31,148 +15%
CCA
19
Checchi Capital Advisers
California
$5.99M -$35.1K -1,315 -0.6%
PAG
20
Private Advisor Group
New Jersey
$5.79M +$805K +30,143 +16%
TC
21
TownSquare Capital
Utah
$5.73M +$1.5M +56,362 +35%
ACG
22
Allen Capital Group
Nebraska
$5.63M -$1.56M -58,451 -22%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$5.26M -$362K -13,570 -6%
FWP
24
FAS Wealth Partners
Kansas
$4.64M -$691K -25,879 -13%
FI
25
FormulaFolio Investments
Michigan
$4.55M -$2.86M -107,303 -39%

SPMB Hedge Fund Activity: Q3 2020 in Review

99 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q3 2020, worth a combined $2.31B — up 32% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SPMB positions and 9 closed out — a net gain of 1 holder — while 47 added to existing stakes and 29 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $504M. The largest seller was Jane Street, cutting an estimated $10.2M.

  • 99 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $2.31B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q3 2020, up 32% quarter-over-quarter.
  • 10 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q3 2020 and 9 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q3 2020 was Financial Engines Advisors, an estimated $504M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q3 2020 was Jane Street, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2020.