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State Street SPDR Portfolio Mortgage Backed Bond ETF

225 hedge funds and large institutions have $5.99B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 77

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

1% more capital invested

Capital invested by funds: $5.9B → $5.99B (+$83.2M)

1% more funds holding

Funds holding: 223225 (+2)

1.93% less ownership

Funds ownership: 98.75%96.82% (-1.9%)

34% less call options, than puts

Call options by funds: $327K | Put options by funds: $497K

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
225
Holders Change
+2
Holders Change %
+0.9%
% of All Funds
2.96%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.14%
New
25
Increased
98
Reduced
77
Closed
21
Calls
$327K
Puts
$497K
Net Calls
-$170K
Net Calls Change
-$877K
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
226
Halbert Hargrove Global Advisors
California
$106
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$10 -$27.1K -1,243 Closed
KW
228
KWB Wealth
California
-$5.81M -269,723 Closed
RWM
229
Ritholtz Wealth Management
New York
-$3.16M -143,353 Closed
SIM
230
Synergy Investment Management
Florida
-$2.3M -104,423 Closed
ARC
231
Advisor Resource Council
Texas
-$2.19M -99,404 Closed
FAIM
232
Financial Advocates Investment Management
Washington
-$1.04M -47,278 Closed
Susquehanna International Group
233
Susquehanna International Group
Pennsylvania
-$994K -45,075 Closed
FWP
234
Forefront Wealth Partners
Texas
-$668K -30,298 Closed
Thrivent Financial for Lutherans
235
Thrivent Financial for Lutherans
Minnesota
-$509K -23,278 Closed
ECM
236
Exchange Capital Management
Michigan
-$503K -22,806 Closed
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
-$503K -22,794 Closed
SWA
238
Stratos Wealth Advisors
Ohio
-$469K -21,274 Closed
TSS
239
Two Sigma Securities
New York
-$449K -20,355 Closed
AWS
240
Atria Wealth Solutions
New York
-$371K -16,832 Closed
HCP
241
Hexagon Capital Partners
Arkansas
-$148K -6,734 Closed
EWA
242
EP Wealth Advisors
California
-$112K -5,067 Closed
GFPC
243
Global Financial Private Client
Florida
-$24.8K -1,125 Closed
MPWT
244
MassMutual Private Wealth & Trust
Connecticut
-$20.2K -915 Closed
PA
245
PSI Advisors
Florida
-$5.32K -241 Closed
BNP Paribas Financial Markets
246
BNP Paribas Financial Markets
France
-$309 -14 Closed

SPMB Hedge Fund Activity: Q2 2025 in Review

225 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q2 2025, worth a combined $5.99B — up 1.4% from $5.9B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SPMB positions and 21 closed out — a net gain of 4 holders — while 98 added to existing stakes and 77 trimmed.

The largest buyer was Strategic Financial Concepts, opening a new position worth an estimated $40.6M. The largest seller was TownSquare Capital, cutting an estimated $119M.

  • 225 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q2 2025, up from 223 in Q1 2025.
  • Funds reported $5.99B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q2 2025, up 1.4% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q2 2025 and 21 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q2 2025 was Strategic Financial Concepts, an estimated $40.6M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q2 2025 was TownSquare Capital, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2025.