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SPDR Portfolio Mortgage Backed Bond ETF

222 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 26 funds opening new positions, 96 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.57% less ownership

Funds ownership: 98.2%96.63% (-1.6%)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

34% less call options, than puts

Call options by funds: $327K | Put options by funds: $497K

Holders
222
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$327K
Puts
$497K
Net Calls
Net Calls Change

Top Buyers

1 +$41.2M
2 +$40.8M
3 +$36.2M
4
BEI
Benjamin Edwards Inc
Missouri
+$27.4M
5
LPL Financial
LPL Financial
California
+$19.1M

Top Sellers

1 -$121M
2 -$27M
3 -$12.3M
4
LGW
Leslie Global Wealth
Illinois
-$7.46M
5
KW
KWB Wealth
California
-$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Gibbs Wealth Management
Georgia
$13.3M
CCA
27
Clearwater Capital Advisors
Illinois
$12.7M
SFM
28
Signet Financial Management
New Jersey
$12.5M
SFO
29
Stokes Family Office
Louisiana
$12M
PAG
30
Private Advisor Group
New Jersey
$11.5M
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$10.4M
Mariner
32
Mariner
Kansas
$10.3M
T
33
Tidemark
California
$10M
KIM
34
Kestra Investment Management
Texas
$9.52M
FHA
35
Flagship Harbor Advisors
Massachusetts
$9.44M
EH
36
Equitable Holdings
New York
$8.62M
CAC
37
Certified Advisory Corp
Florida
$8.23M
SWP
38
Stratos Wealth Partners
Ohio
$8.2M
KWM
39
Kingsview Wealth Management
Oregon
$7.94M
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$7.19M
Baird Financial Group
41
Baird Financial Group
Wisconsin
$6.86M
CWM
42
Collaborative Wealth Management
Florida
$6.69M
CCA
43
Checchi Capital Advisers
California
$6.58M
CWM
44
Chesapeake Wealth Management
Virginia
$5.99M
AF
45
Abound Financial
California
$5.65M
USCWA
46
U.S. Capital Wealth Advisors
Texas
$5.4M
CFIA
47
Cantor Fitzgerald Investment Advisors
New York
$5.3M
PWG
48
Portside Wealth Group
Utah
$5.23M
MCA
49
Midwest Capital Advisors
Michigan
$5.12M
DA
50
Detalus Advisors
Missouri
$4.92M