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State Street SPDR Portfolio Mortgage Backed Bond ETF

132 hedge funds and large institutions have $3.59B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

23% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 40

12% more capital invested

Capital invested by funds: $3.2B → $3.59B (+$397M)

9% more funds holding

Funds holding: 121132 (+11)

0.77% more ownership

Funds ownership: 91.17%91.94% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
2.3%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
23
Increased
49
Reduced
40
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
$2.73B +$399M +15,386,935 +17%
MWM
2
Modera Wealth Management
New Jersey
$182M +$43.1M +1,661,576 +31%
LPL Financial
3
LPL Financial
California
$89.3M +$4.86M +187,546 +6%
TC
4
TownSquare Capital
Utah
$82.6M +$36.7M +1,417,512 +80%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$79.1M +$3.58M +138,018 +5%
KW
6
KWB Wealth
California
$33.2M -$227K -8,748 -0.7%
UCFA
7
United Capital Financial Advisors
Texas
$30.9M +$5.56M +214,701 +22%
State Street
8
State Street
Massachusetts
$25.2M +$7.98M +307,974 +46%
Bank of America
9
Bank of America
North Carolina
$24.6M -$4.15M -160,120 -14%
ZIG
10
Zurich Insurance Group
Switzerland
$21.6M +$21.6M +834,318 New
CWP
11
Concord Wealth Partners
Virginia
$19.9M +$5.08M +196,140 +34%
GI
12
Gradient Investments
Minnesota
$16.9M +$1.98M +76,585 +13%
GLA
13
Good Life Advisors
Pennsylvania
$16.6M +$813K +31,362 +5%
Jane Street
14
Jane Street
New York
$12.5M -$65.7M -2,536,315 -84%
CCC
15
Crescent Capital Consulting
Louisiana
$12.4M +$3.45M +133,181 +39%
Ameriprise
16
Ameriprise
Minnesota
$11.1M +$4.46M +172,117 +67%
Wells Fargo
17
Wells Fargo
California
$10.8M -$4.91M -189,508 -31%
AssetMark Inc
18
AssetMark Inc
California
$9.97M +$9.99M +385,665 New
PAG
19
Private Advisor Group
New Jersey
$9.64M +$1.16M +44,691 +14%
CWM
20
Chesapeake Wealth Management
Virginia
$8.76M -$218K -8,397 -2%
FTUS
21
Flow Traders U.S.
New York
$8.53M +$8.54M +329,717 New
Morgan Stanley
22
Morgan Stanley
New York
$8.11M -$22.6M -872,606 -74%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$7.59M +$1.27M +48,915 +20%
AWM
24
AE Wealth Management
Kansas
$7.29M +$1.27M +48,859 +21%
SMM
25
Stadion Money Management
Georgia
$7.29M +$259K +10,000 +4%

SPMB Hedge Fund Activity: Q2 2021 in Review

132 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q2 2021, worth a combined $3.59B — up 12% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SPMB positions and 9 closed out — a net gain of 14 holders — while 49 added to existing stakes and 40 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $399M. The largest seller was Jane Street, cutting an estimated $65.7M.

  • 132 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q2 2021, up from 121 in Q1 2021.
  • Funds reported $3.59B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q2 2021 and 9 closed out, a net change of +14 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q2 2021 was Financial Engines Advisors, an estimated $399M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q2 2021 was Jane Street, an estimated $65.7M sold.

Based on aggregated 13F filings for Q2 2021.