We are live on ! Find out more
SPMB icon

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
GIA
26
Gladstone Institutional Advisory
Florida
$18.4M +$15.1M +670,978 +444%
9FG
27
93 Financial Group
Massachusetts
$17.5M +$522K +23,200 +3%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$17.2M +$4.89M +217,397 +39%
DJSG
29
D.J. St. Germain
Massachusetts
$15.4M +$687K +30,521 +5%
SFM
30
Signet Financial Management
New Jersey
$15.1M -$15.7K -697 -0.1%
SF
31
Summit Financial
New Jersey
$15.1M +$15.1M +672,888 New
CF
32
Collier Financial
Colorado
$14.1M +$162K +7,205 +1%
SFO
33
Stokes Family Office
Louisiana
$13.5M -$548K -24,323 -4%
PAG
34
Private Advisory Group
Washington
$13.1M +$13.2M +587,175 New
T
35
Tidemark
California
$13M +$1.1M +48,817 +9%
PAG
36
Private Advisor Group
New Jersey
$12.4M -$762K -33,861 -6%
Mariner
37
Mariner
Kansas
$10.4M -$247K -10,952 -2%
EH
38
Equitable Holdings
New York
$9.79M +$205K +9,086 +2%
SWP
39
Stratos Wealth Partners
Ohio
$9.46M -$7.73M -343,470 -45%
CAC
40
Certified Advisory Corp
Florida
$9.3M +$348K +15,456 +4%
FHA
41
Flagship Harbor Advisors
Massachusetts
$8.74M -$1.71M -75,754 -16%
CWM
42
Chesapeake Wealth Management
Virginia
$7.09M +$237K +10,544 +3%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$6.84M -$380K -16,889 -5%
CFIA
44
Cantor Fitzgerald Investment Advisors
New York
$6.82M +$1.41M +62,552 +26%
DA
45
Detalus Advisors
Missouri
$6.26M +$489K +21,732 +8%
PWG
46
Portside Wealth Group
Utah
$5.99M +$224K +9,949 +4%
AF
47
Abound Financial
California
$5.97M -$323K -14,327 -5%
TFGT
48
TS Financial Group (TSFG)
Illinois
$5.54M +$77.9K +3,462 +1%
CCA
49
Clearwater Capital Advisors
Illinois
$5.29M -$2.2M -97,592 -29%
CCA
50
Checchi Capital Advisers
California
$5M -$1.57M -69,951 -24%