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State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
SPMB
248 hedge funds and large institutions have $6.26B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 77 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
245% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 11
30% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 77
9% more funds holding
Funds holding: 227 → 248 (+21)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
3% more capital invested
Capital invested by funds: $6.08B → $6.26B (+$176M)
0.5% less ownership
Funds ownership: 94.57% → 94.07% (-0.5%)
Holders
248
Holders Change
+21
Holders Change %
+9.25%
% of All Funds
3.02%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
38
Increased
100
Reduced
77
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$62.1M |
| 2 |
State Street
Boston,
Massachusetts
|
+$46.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$44.4M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$11.8M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$8.42M |
Top Sellers
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$43M |
| 2 |
BlackRock
New York
|
-$12.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$8.12M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$5.45M |
| 5 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$5.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFC
251
Strategic Financial Concepts
San Antonio,
Texas
| – | -$43M | -1,917,761 | Closed |
|
|
252
BlackRock
New York
| – | -$12.3M | -546,515 | Closed |
|
|
253
Citadel Advisors
Miami,
Florida
| – | -$8.12M | -361,727 | Closed |
|
|
MWM
254
Meridian Wealth Management
Lexington,
Kentucky
| – | -$722K | -32,189 | Closed |
|
|
IA
255
IFG Advisory
Atlanta,
Georgia
| – | -$345K | -15,354 | Closed |
|
|
LWM
256
Liberty Wealth Management
Oakland,
California
| – | -$215K | -9,600 | Closed |
|
|
SWM
257
Spire Wealth Management
Mclean,
Virginia
| – | -$28.2K | -1,258 | Closed |
|
|
PS
258
Principal Securities
Des Moines,
Iowa
| – | -$19.4K | -863 | Closed |
|
|
MAM
259
MMA Asset Management
Conshohocken,
Pennsylvania
| – | -$8.6K | -383 | Closed |
|
|
SIC
260
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$5.86K | -261 | Closed |
|
|
WANY
261
Wealthspire Advisors (New York)
New York
| – | -$426 | -19 | Closed |
|