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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
GWM
26
Gibbs Wealth Management
Georgia
$13.3M +$1.35M +61,855 +11%
CCA
27
Clearwater Capital Advisors
Illinois
$12.7M -$588K -26,960 -4%
SFM
28
Signet Financial Management
New Jersey
$12.5M +$274K +12,560 +2%
SFO
29
Stokes Family Office
Louisiana
$12M +$350K +16,067 +3%
PAG
30
Private Advisor Group
New Jersey
$11.5M -$4.7M -215,725 -29%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$10.4M -$27.8K -1,275 -0.3%
Mariner
32
Mariner
Kansas
$10.3M +$455K +20,859 +5%
T
33
Tidemark
California
$10M +$961K +44,059 +11%
KIM
34
Kestra Investment Management
Texas
$9.52M +$3.86M +176,942 +70%
FHA
35
Flagship Harbor Advisors
Massachusetts
$9.44M +$301K +13,801 +3%
EH
36
Equitable Holdings
New York
$8.62M +$331K +15,165 +4%
CAC
37
Certified Advisory Corp
Florida
$8.23M +$399K +18,294 +5%
SWP
38
Stratos Wealth Partners
Ohio
$8.2M +$334K +15,340 +4%
KWM
39
Kingsview Wealth Management
Oregon
$7.94M -$97.9K -4,491 -1%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$7.19M +$333K +15,259 +5%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$6.86M +$770K +35,330 +13%
CWM
42
Collaborative Wealth Management
Florida
$6.69M -$593K -27,198 -8%
CCA
43
Checchi Capital Advisers
California
$6.58M -$492K -22,552 -7%
CWM
44
Chesapeake Wealth Management
Virginia
$5.99M -$183K -8,396 -3%
AF
45
Abound Financial
California
$5.65M +$275K +12,603 +5%
USCWA
46
U.S. Capital Wealth Advisors
Texas
$5.4M +$142K +6,521 +3%
CFIA
47
Cantor Fitzgerald Investment Advisors
New York
$5.3M -$375K -17,204 -7%
PWG
48
Portside Wealth Group
Utah
$5.23M +$388K +17,793 +8%
MCA
49
Midwest Capital Advisors
Michigan
$5.12M -$67K -3,073 -1%
Osaic Holdings
50
Osaic Holdings
Arizona
$4.98M +$2.22M +101,830 +82%

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.