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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

219 hedge funds and large institutions have $5.97B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 77 reducing their positions, and 19 closing their positions.

Holders
219
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
2.94%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.15%
New
23
Increased
96
Reduced
77
Closed
19
Calls
$327K
Puts
$497K
Net Calls
-$170K
Net Calls Change
-$877K

Top Buyers

1
SFC
1
Strategic Financial Concepts
Texas
$41.2M
2
State Street
2
State Street
Massachusetts
$129M
3
Stifel Financial
3
Stifel Financial
Missouri
$172M
4
BEI
4
Benjamin Edwards Inc
Missouri
$138M
5
LPL Financial
5
LPL Financial
California
$360M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$3.56M
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$786K
3
LGW
3
Leslie Global Wealth
Illinois
$482K
4
KW
4
KWB Wealth
California
$0
5
PAG
5
Private Advisor Group
New Jersey
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$4.07B 184,335,955 +677,246 +0.4%
LPL Financial
2
LPL Financial
California
$360M 16,282,417 +865,512 +6%
Stifel Financial
3
Stifel Financial
Missouri
$172M 7,797,906 +1,637,143 +27%
BEI
4
Benjamin Edwards Inc
Missouri
$138M 6,235,452 +1,238,442 +25%
State Street
5
State Street
Massachusetts
$129M 5,858,146 +1,843,991 +46%
CIM
6
Confluence Investment Management
Missouri
$104M 4,727,616 +566,093 +14%
Ameriprise
7
Ameriprise
Minnesota
$61.2M 2,768,358 +114,123 +4%
CI
8
CX Institutional
Indiana
$49.4M 2,235,549 +413,078 +23%
AA
9
Advisory Alpha
Michigan
$46.1M 2,086,473 +107,653 +5%
Bank of America
10
Bank of America
North Carolina
$45.8M 2,071,342 -100,188 -5%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$45.5M 2,058,372 +348,140 +20%
CFG
12
Compton Financial Group
Maryland
$41.2M 1,862,493 +241,486 +15%
SFC
13
Strategic Financial Concepts
Texas
$41.2M 1,862,493 +1,862,493 New
AssetMark Inc
14
AssetMark Inc
California
$34.6M 1,564,779 +48,546 +3%
ZIG
15
Zurich Insurance Group
Switzerland
$32.7M 1,482,295 – –
Morgan Stanley
16
Morgan Stanley
New York
$32M 1,448,029 +15,057 +1%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$27.8M 1,259,729 +11,873 +1%
Wells Fargo
18
Wells Fargo
California
$27.1M 1,228,316 +31,901 +3%
HCC
19
Hirtle Callaghan & Co
Pennsylvania
– – – –
LFPWM
20
Leicht Financial Planning & Wealth Management
New Jersey
$19M 861,456 +74,112 +9%
FLA
21
Financial Life Advisors
Texas
$18.2M 825,673 +42,122 +5%
BlackRock
22
BlackRock
New York
$18.2M 822,238 +216,687 +36%
LJAC
23
L.J. Altfest & Co
New York
$17.9M 809,137 +22,461 +3%
Osaic Holdings
24
Osaic Holdings
Arizona
$14.4M 668,333 +544,449 +439%
DJSG
25
D.J. St. Germain
Massachusetts
$14.3M 644,810 +13,008 +2%
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