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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.

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 %
CCA
26
Clearwater Capital Advisors
Illinois
$13.2M -$396K -17,942 -3%
PCIA
27
Prime Capital Investment Advisors
Kansas
$13.1M +$12M +544,673 +1,126%
SFM
28
Signet Financial Management
New Jersey
$12.2M +$444K +20,123 +4%
SFO
29
Stokes Family Office
Louisiana
$11.7M +$1.4M +63,303 +14%
CF
30
Collier Financial
Colorado
$11.5M +$11.5M +523,004 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$10.4M -$230K -10,441 -2%
Mariner
32
Mariner
Kansas
$9.84M -$1.43M -65,028 -13%
FHA
33
Flagship Harbor Advisors
Massachusetts
$9.11M +$666K +30,197 +8%
T
34
Tidemark
California
$9.01M -$1.03M -46,691 -10%
EH
35
Equitable Holdings
New York
$8.27M -$1.65M -74,743 -17%
KWM
36
Kingsview Wealth Management
Oregon
$8.02M +$51K +2,313 +0.6%
LGW
37
Leslie Global Wealth
Illinois
$7.92M -$120K -5,425 -1%
SWP
38
Stratos Wealth Partners
Ohio
$7.84M +$168K +7,619 +2%
CAC
39
Certified Advisory Corp
Florida
$7.81M +$209K +9,462 +3%
CWM
40
Collaborative Wealth Management
Florida
$7.27M +$88.5K +4,014 +1%
CCA
41
Checchi Capital Advisers
California
$7.07M -$6.99K -317 -0.1%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$6.84M +$360K +16,311 +6%
CWM
43
Chesapeake Wealth Management
Virginia
$6.17M +$180K +8,168 +3%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$6.06M -$770K -34,919 -11%
KW
45
KWB Wealth
California
$5.81M -$6.64M -308,088 -53%
CFIA
46
Cantor Fitzgerald Investment Advisors
New York
$5.67M -$270K -12,229 -5%
KIM
47
Kestra Investment Management
Texas
$5.61M +$2.27M +102,840 +68%
AF
48
Abound Financial
California
$5.36M -$159K -7,209 -3%
USCWA
49
U.S. Capital Wealth Advisors
Texas
$5.24M +$552K +25,017 +12%
MCA
50
Midwest Capital Advisors
Michigan
$5.18M -$764K -34,656 -13%
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