We are live on ! Find out more
SPMB icon

State Street SPDR Portfolio Mortgage Backed Bond ETF

121 hedge funds and large institutions have $3.2B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

22% more capital invested

Capital invested by funds: $2.62B → $3.2B (+$579M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more funds holding

Funds holding: 113121 (+8)

2.17% less ownership

Funds ownership: 93.34%91.17% (-2.2%)

Holders
121
Holders Change
+8
Holders Change %
+7.08%
% of All Funds
2.12%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
21
Increased
47
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$2.34B +$357M +13,587,699 +18%
MWM
2
Modera Wealth Management
New Jersey
$139M +$141M +5,363,948 New
LPL Financial
3
LPL Financial
California
$84.7M +$11.1M +424,007 +15%
Jane Street
4
Jane Street
New York
$78.3M +$75.2M +2,864,514 +1,843%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$75.8M +$9.76M +371,902 +15%
TC
6
TownSquare Capital
Utah
$46.1M +$39.4M +1,501,792 +548%
KW
7
KWB Wealth
California
$33.4M +$4.54M +172,943 +15%
Morgan Stanley
8
Morgan Stanley
New York
$30.8M +$12.9M +493,005 +71%
Citigroup
9
Citigroup
New York
$28.9M +$6.27M +238,878 +27%
Bank of America
10
Bank of America
North Carolina
$28.9M +$6.54M +249,060 +29%
UCFA
11
United Capital Financial Advisors
Texas
$25.4M +$4.99M +190,272 +24%
Citadel Advisors
12
Citadel Advisors
Florida
$22.8M -$24.2M -922,649 -51%
State Street
13
State Street
Massachusetts
$17.3M -$1.51M -57,449 -8%
GLA
14
Good Life Advisors
Pennsylvania
$15.8M +$16M +608,795 New
Wells Fargo
15
Wells Fargo
California
$15.8M -$12.1M -461,647 -43%
GI
16
Gradient Investments
Minnesota
$15M -$25.2M -958,985 -62%
CWP
17
Concord Wealth Partners
Virginia
$14.9M +$15M +570,731 +22,294%
CWM
18
Chesapeake Wealth Management
Virginia
$9M +$200K +7,616 +2%
CCC
19
Crescent Capital Consulting
Louisiana
$8.95M -$7.01M -267,002 -44%
PAG
20
Private Advisor Group
New Jersey
$8.51M +$1.51M +57,450 +21%
MCC
21
Money Concepts Capital
Florida
$8.29M +$7.87M +299,912 +1,527%
LFPWM
22
Leicht Financial Planning & Wealth Management
New Jersey
$8M -$486K -18,533 -6%
IAIM
23
International Assets Investment Management
Florida
$7.86M +$1.96M +74,647 +104%
SMM
24
Stadion Money Management
Georgia
$7.05M -$221K -8,419 -3%
SWP
25
Stratos Wealth Partners
Ohio
$6.81M +$48.8K +1,858 +0.7%

SPMB Hedge Fund Activity: Q1 2021 in Review

121 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q1 2021, worth a combined $3.2B — up 22% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SPMB positions and 12 closed out — a net gain of 9 holders — while 47 added to existing stakes and 37 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $357M. The largest seller was Gradient Investments, cutting an estimated $25.2M.

  • 121 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q1 2021, up from 113 in Q4 2020.
  • Funds reported $3.2B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q1 2021, up 22% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q1 2021 and 12 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q1 2021 was Financial Engines Advisors, an estimated $357M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q1 2021 was Gradient Investments, an estimated $25.2M sold.

Based on aggregated 13F filings for Q1 2021.