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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

219 hedge funds and large institutions have $5.97B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 96 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
2.94%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.15%
New
23
Increased
96
Reduced
77
Closed
21
Calls
$327K
Puts
$497K
Net Calls
-$170K
Net Calls Change
-$877K

Top Buyers

1
SFC
Strategic Financial Concepts
Texas
$41.2M
2
State Street
State Street
Massachusetts
$129M
3
Stifel Financial
Stifel Financial
Missouri
$172M
4
BEI
Benjamin Edwards Inc
Missouri
$138M
5
LPL Financial
LPL Financial
California
$360M

Top Sellers

1
TC
TownSquare Capital
Utah
$3.56M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$25.8M
3
PCIA
Prime Capital Investment Advisors
Kansas
$786K
4
LGW
Leslie Global Wealth
Illinois
$482K
5
KW
KWB Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
Gibbs Wealth Management
Georgia
$13.3M +$13.3M +601,510 New
CCA
27
Clearwater Capital Advisors
Illinois
$12.7M -$596K -26,960 -4%
SFM
28
Signet Financial Management
New Jersey
$12.5M +$278K +12,560 +2%
SFO
29
Stokes Family Office
Louisiana
$12M +$355K +16,067 +3%
PAG
30
Private Advisor Group
New Jersey
$11.5M -$4.77M -215,725 -29%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$10.4M -$28.2K -1,275 -0.3%
Mariner
32
Mariner
Kansas
$10.3M +$461K +20,859 +5%
T
33
Tidemark
California
$10M +$974K +44,059 +11%
KIM
34
Kestra Investment Management
Texas
$9.52M +$3.91M +176,942 +70%
FHA
35
Flagship Harbor Advisors
Massachusetts
$9.44M +$305K +13,801 +3%
EH
36
Equitable Holdings
New York
$8.62M +$335K +15,165 +4%
CAC
37
Certified Advisory Corp
Florida
$8.23M +$404K +18,294 +5%
SWP
38
Stratos Wealth Partners
Ohio
$8.2M +$339K +15,340 +4%
KWM
39
Kingsview Wealth Management
Oregon
$7.94M -$99.3K -4,491 -1%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$7.19M +$337K +15,259 +5%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$6.86M +$781K +35,330 +13%
CWM
42
Collaborative Wealth Management
Florida
$6.69M -$601K -27,198 -8%
CCA
43
Checchi Capital Advisers
California
$6.58M -$498K -22,552 -7%
CWM
44
Chesapeake Wealth Management
Virginia
$5.99M -$186K -8,396 -3%
AF
45
Abound Financial
California
$5.65M +$279K +12,603 +5%
USCWA
46
U.S. Capital Wealth Advisors
Texas
$5.4M +$144K +6,521 +3%
CFIA
47
Cantor Fitzgerald Investment Advisors
New York
$5.3M -$380K -17,204 -7%
PWG
48
Portside Wealth Group
Utah
$5.23M +$393K +17,793 +8%
MCA
49
Midwest Capital Advisors
Michigan
$5.12M -$67.9K -3,073 -1%
DA
50
Detalus Advisors
Missouri
$4.92M +$203K +9,167 +4%
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