We are live on ! Find out more
SPMB icon

State Street SPDR Portfolio Mortgage Backed Bond ETF

113 hedge funds and large institutions have $2.62B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

81% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 27

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

14% more funds holding

Funds holding: 99113 (+14)

13% more capital invested

Capital invested by funds: $2.31B → $2.62B (+$304M)

10.78% less ownership

Funds ownership: 104.12%93.34% (-11%)

Holders
113
Holders Change
+14
Holders Change %
+14.14%
% of All Funds
2%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
25
Increased
49
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.03B +$173M +6,538,502 +9%
LPL Financial
2
LPL Financial
California
$75.1M +$36.7M +1,384,566 +95%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$67.3M +$7.3M +275,456 +12%
Citadel Advisors
4
Citadel Advisors
Florida
$47.7M +$19.1M +719,264 +66%
GI
5
Gradient Investments
Minnesota
$40.9M -$247K -9,314 -0.6%
KW
6
KWB Wealth
California
$29.5M +$29.6M +1,115,929 New
Wells Fargo
7
Wells Fargo
California
$28.3M +$2.19M +82,627 +8%
Citigroup
8
Citigroup
New York
$23.2M +$23.2M +875,671 +49,981%
Bank of America
9
Bank of America
North Carolina
$22.8M +$1.88M +70,987 +9%
UCFA
10
United Capital Financial Advisors
Texas
$20.8M +$4.11M +155,244 +24%
State Street
11
State Street
Massachusetts
$19.1M +$957K +36,100 +5%
Morgan Stanley
12
Morgan Stanley
New York
$18.3M +$11.4M +428,918 +162%
CCC
13
Crescent Capital Consulting
Louisiana
$16.2M +$16.2M +612,256 New
FAIM
14
Financial Advocates Investment Management
Washington
$10.1M +$10.1M +382,482 New
CWM
15
Chesapeake Wealth Management
Virginia
$8.97M +$719K +27,131 +9%
LFPWM
16
Leicht Financial Planning & Wealth Management
New Jersey
$8.64M -$1.28M -48,164 -13%
SMM
17
Stadion Money Management
Georgia
$7.41M -$1.35M -51,015 -15%
TC
18
TownSquare Capital
Utah
$7.24M +$1.56M +58,906 +27%
PAG
19
Private Advisor Group
New Jersey
$7.16M +$1.41M +53,392 +25%
SWP
20
Stratos Wealth Partners
Ohio
$6.89M +$436K +16,438 +7%
OMC
21
Old Mission Capital
Illinois
$5.91M -$5.27M -198,792 -47%
ACG
22
Allen Capital Group
Nebraska
$5.56M -$37.8K -1,425 -0.7%
FI
23
FormulaFolio Investments
Michigan
$5.55M +$1.04M +39,358 +23%
CCA
24
Checchi Capital Advisers
California
$5.4M -$544K -20,526 -9%
GVAG
25
Great Valley Advisor Group
Delaware
$4.57M +$343K +12,956 +8%

SPMB Hedge Fund Activity: Q4 2020 in Review

113 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q4 2020, worth a combined $2.62B — up 13% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SPMB positions and 10 closed out — a net gain of 15 holders — while 49 added to existing stakes and 27 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $173M. The largest seller was Jane Street, cutting an estimated $5.79M.

  • 113 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q4 2020, up from 99 in Q3 2020.
  • Funds reported $2.62B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q4 2020, up 13% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q4 2020 and 10 closed out, a net change of +15 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $173M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q4 2020 was Jane Street, an estimated $5.79M sold.

Based on aggregated 13F filings for Q4 2020.