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State Street SPDR Portfolio Mortgage Backed Bond ETF

227 hedge funds and large institutions have $6.08B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 99 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

43% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 69

2% more capital invested

Capital invested by funds: $5.99B → $6.08B (+$97.5M)

1% more funds holding

Funds holding: 225227 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

2.25% less ownership

Funds ownership: 96.82%94.57% (-2.2%)

Holders
227
Holders Change
+2
Holders Change %
+0.89%
% of All Funds
2.98%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
28
Increased
99
Reduced
69
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
26
Collier Financial
Colorado
$13.2M +$13M +586,754 New
CCA
27
Clearwater Capital Advisors
Illinois
$12.8M -$35.9K -1,624 -0.3%
SFO
28
Stokes Family Office
Louisiana
$12.6M +$313K +14,158 +3%
BlackRock
29
BlackRock
New York
$12.3M -$6.1M -275,723 -34%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$11.7M +$1.09M +49,044 +10%
PAG
31
Private Advisor Group
New Jersey
$11.5M -$196K -8,846 -2%
GWM
32
Gibbs Wealth Management
Georgia
$10.9M -$2.6M -117,463 -20%
T
33
Tidemark
California
$10.8M +$679K +30,675 +7%
Mariner
34
Mariner
Kansas
$10.2M -$233K -10,522 -2%
FHA
35
Flagship Harbor Advisors
Massachusetts
$9.68M +$90.6K +4,096 +1%
EH
36
Equitable Holdings
New York
$9.57M +$805K +36,389 +9%
SWP
37
Stratos Wealth Partners
Ohio
$8.79M +$463K +20,917 +6%
CAC
38
Certified Advisory Corp
Florida
$8.62M +$257K +11,628 +3%
KWM
39
Kingsview Wealth Management
Oregon
$8.24M +$179K +8,082 +2%
Citadel Advisors
40
Citadel Advisors
Florida
$8.12M +$8.01M +361,727 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$7.6M +$294K +13,278 +4%
CCA
42
Checchi Capital Advisers
California
$6.65M -$38.2K -1,725 -0.6%
CWM
43
Chesapeake Wealth Management
Virginia
$6.36M +$271K +12,226 +5%
RA
44
RFG Advisory
Alabama
$6.3M +$5.48M +247,798 +754%
Osaic Holdings
45
Osaic Holdings
Arizona
$5.82M +$768K +34,706 +15%
AF
46
Abound Financial
California
$5.76M +$23.5K +1,064 +0.4%
CWM
47
Collaborative Wealth Management
Florida
$5.72M -$1.06M -47,930 -16%
PWG
48
Portside Wealth Group
Utah
$5.4M +$84.8K +3,831 +2%
CFIA
49
Cantor Fitzgerald Investment Advisors
New York
$5.37M -$11.2K -504 -0.2%
DA
50
Detalus Advisors
Missouri
$5.32M +$313K +14,161 +6%