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State Street SPDR Portfolio Mortgage Backed Bond ETF

248 hedge funds and large institutions have $6.26B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 77 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

30% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 77

9% more funds holding

Funds holding: 227248 (+21)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

3% more capital invested

Capital invested by funds: $6.08B → $6.26B (+$176M)

0.5% less ownership

Funds ownership: 94.57%94.07% (-0.5%)

Holders
248
Holders Change
+21
Holders Change %
+9.25%
% of All Funds
3.02%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
38
Increased
100
Reduced
77
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
26
Signet Financial Management
New Jersey
$15.1M +$1.26M +55,985 +9%
DJSG
27
D.J. St. Germain
Massachusetts
$14.7M +$359K +15,961 +2%
SFO
28
Stokes Family Office
Louisiana
$14.1M +$1.52M +67,691 +12%
CF
29
Collier Financial
Colorado
$13.9M +$774K +34,400 +6%
PAG
30
Private Advisor Group
New Jersey
$13.2M +$1.71M +76,102 +15%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$12.3M +$677K +30,060 +6%
T
32
Tidemark
California
$12M +$1.13M +50,072 +10%
Mariner
33
Mariner
Kansas
$10.6M +$386K +17,172 +4%
FHA
34
Flagship Harbor Advisors
Massachusetts
$10.5M +$789K +35,035 +8%
GWM
35
Gibbs Wealth Management
Georgia
$10.3M -$621K -27,595 -6%
EH
36
Equitable Holdings
New York
$9.58M +$23.1K +1,026 +0.2%
CAC
37
Certified Advisory Corp
Florida
$8.97M +$362K +16,083 +4%
CCA
38
Clearwater Capital Advisors
Illinois
$7.49M -$5.35M -237,908 -42%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$7.23M -$362K -16,093 -5%
CWM
40
Chesapeake Wealth Management
Virginia
$6.86M +$513K +22,808 +8%
CCA
41
Checchi Capital Advisers
California
$6.57M -$67.7K -3,006 -1%
AF
42
Abound Financial
California
$6.3M +$548K +24,365 +9%
DA
43
Detalus Advisors
Missouri
$5.78M +$472K +20,960 +9%
PWG
44
Portside Wealth Group
Utah
$5.77M +$383K +17,005 +7%
RCS
45
Retirement Capital Strategies
California
$5.62M +$5.25M +233,088 +1,315%
TFGT
46
TS Financial Group (TSFG)
Illinois
$5.47M +$571K +25,371 +12%
CFIA
47
Cantor Fitzgerald Investment Advisors
New York
$5.42M +$57.5K +2,555 +1%
Lido Advisors
48
Lido Advisors
California
$4.89M -$25.8K -1,146 -0.5%
HFS
49
Horizon Financial Services
North Carolina
$4.78M +$176K +7,834 +4%
DW30
50
Drucker Wealth 3.0
New Jersey
$4.5M +$227K +10,099 +5%