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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

220 hedge funds and large institutions have $5.87B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
2.99%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.22%
New
30
Increased
82
Reduced
84
Closed
26
Calls
$785K
Puts
$78K
Net Calls
+$707K
Net Calls Change
+$588K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$340M
2
AA
2
Advisory Alpha
Michigan
$43.6M
3
CFG
3
Compton Financial Group
Maryland
$35.7M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$4.05B
5
Stifel Financial
5
Stifel Financial
Missouri
$136M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$27M
2
IAA
2
Independent Advisor Alliance
North Carolina
$693K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.73M
4
State Street
4
State Street
Massachusetts
$88.5M
5
KW
5
KWB Wealth
California
$5.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
226
UBS Group
Switzerland
– -$552K -25,630 Closed
Creative Planning
227
Creative Planning
Kansas
– -$430K -19,943 Closed
TNA
228
True North Advisors
Texas
– -$248K -11,512 Closed
CIA
229
Capital Investment Advisors
Georgia
– -$243K -11,265 Closed
FIA
230
Foundations Investment Advisors
Arizona
– -$233K -10,804 Closed
SG
231
StoneX Group
New York
– -$231K -10,717 Closed
Qube Research & Technologies (QRT)
232
Qube Research & Technologies (QRT)
United Kingdom
– -$156K -7,238 Closed
CAS
233
Coppell Advisory Solutions
Texas
– -$29.1K -1,351 Closed
FWM
234
FLP Wealth Management
Arkansas
– -$23.7K -1,101 Closed
GWANC
235
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$13.8K -641 Closed
SAM
236
Synergy Asset Management
Washington
– -$8.02K -356 Closed
HR
237
Howe & Rusling
New York
– -$7.5K -348 Closed
VHAM
238
Van Hulzen Asset Management
California
– -$6.4K -297 Closed
TRCT
239
Tower Research Capital (TRC)
New York
– -$5.15K -239 Closed
CA
240
Continuum Advisory
Idaho
– -$1.38K -64 Closed
AWM
241
Avior Wealth Management
Nebraska
– -$1.19K -55 Closed
PMFA
242
Plante Moran Financial Advisors
Michigan
– -$1.16K -54 Closed
TWC
243
TD Waterhouse Canada
Ontario, Canada
– -$948 -44 Closed
GA
244
GoalVest Advisory
New York
– -$754 -35 Closed
CTA
245
Colonial Trust Advisors
South Carolina
– -$453 -21 Closed
VFA
246
Values First Advisors
Tennessee
– -$281 -13 Closed
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