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State Street SPDR Portfolio Mortgage Backed Bond ETF

240 hedge funds and large institutions have $6.43B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 74

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

3% more capital invested

Capital invested by funds: $6.26B → $6.43B (+$170M)

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1.4% less ownership

Funds ownership: 94.07%92.68% (-1.4%)

3% less funds holding

Funds holding: 248240 (-8)

Holders
240
Holders Change
-8
Holders Change %
-3.23%
% of All Funds
2.95%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.16%
New
31
Increased
104
Reduced
74
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$4.22B -$10.1M -450,485 -0.2%
LPL Financial
2
LPL Financial
California
$525M +$71.8M +3,187,367 +16%
Stifel Financial
3
Stifel Financial
Missouri
$176M +$5.83M +258,778 +3%
BEI
4
Benjamin Edwards Inc
Missouri
$144M +$6.92M +307,324 +5%
State Street
5
State Street
Massachusetts
$141M +$28.6M +1,271,125 +25%
CIM
6
Confluence Investment Management
Missouri
$86.3M -$9.15M -406,525 -10%
Ameriprise
7
Ameriprise
Minnesota
$77.8M +$1.51M +67,032 +2%
CI
8
CX Institutional
Indiana
$59.8M +$494K +21,949 +0.8%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$54M +$1.76M +78,024 +3%
Bank of America
10
Bank of America
North Carolina
$48.9M +$3.05M +135,391 +7%
AA
11
Advisory Alpha
Michigan
$48.5M -$2.01M -89,294 -4%
Morgan Stanley
12
Morgan Stanley
New York
$42.4M +$2.28M +101,323 +6%
AssetMark Inc
13
AssetMark Inc
California
$40.6M +$1.61M +71,381 +4%
CFG
14
Compton Financial Group
Maryland
$39.5M -$7.57M -336,169 -16%
IAA
15
Independent Advisor Alliance
North Carolina
$34.7M +$33.9M +1,503,617 +3,143%
ZIG
16
Zurich Insurance Group
Switzerland
$33.2M
HCC
17
Hirtle Callaghan & Co
Pennsylvania
$31M
JP Morgan Chase
18
JP Morgan Chase
New York
$30.1M +$4.4M +195,299 +17%
FPI
19
Financial Plan Inc
Washington
$28.5M +$5.26M +233,762 +23%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$24.1M +$982K +43,609 +4%
FLA
21
Financial Life Advisors
Texas
$23.3M +$1.99M +88,218 +9%
SA
22
Sanctuary Advisors
Indiana
$22.4M +$600K +26,631 +3%
LFPWM
23
Leicht Financial Planning & Wealth Management
New Jersey
$20.5M -$2.05K -91 -0%
LJAC
24
L.J. Altfest & Co
New York
$19.3M +$216K +9,615 +1%
GWM
25
Gibbs Wealth Management
Georgia
$18.9M +$8.71M +386,993 +85%