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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 19 closing their positions.

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
19
Calls
$327K
Puts
$497K
Net Calls
-$170K
Net Calls Change
-$877K

Top Buyers

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

Top Sellers

1
TC
1
TownSquare Capital
Utah
$3.56M
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$786K
3
LGW
3
Leslie Global Wealth
Illinois
$482K
4
KW
4
KWB Wealth
California
$0
5
PAG
5
Private Advisor Group
New Jersey
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$4.74M 214,625 +19,900 +10%
TFGT
52
TS Financial Group (TSFG)
Illinois
$4.7M 212,861 +15,021 +8%
GLA
53
Good Life Advisors
Pennsylvania
$4.64M 210,147 +20,635 +11%
HFS
54
Horizon Financial Services
North Carolina
$4.44M 200,764 -7,242 -3%
SWM
55
SFG Wealth Management
Maryland
$4.1M 185,706 – –
WWM
56
Western Wealth Management
Colorado
$3.84M 173,723 +37,140 +27%
MA
57
Mutual Advisors
Nebraska
$3.8M 173,329 -28,334 -14%
VWA
58
Visionary Wealth Advisors
Illinois
$3.72M 168,116 +30,110 +22%
WA
59
Waverly Advisors
Alabama
$3.63M 164,027 +3,732 +2%
TC
60
TownSquare Capital
Utah
$3.56M 161,096 -5,480,319 -97%
IWC
61
Integrated Wealth Concepts
Massachusetts
$3.46M 156,477 +4,170 +3%
Raymond James Financial
62
Raymond James Financial
Florida
$3.33M 150,826 +12,716 +9%
Fisher Asset Management
63
Fisher Asset Management
Washington
$3.26M 147,312 -6,370 -4%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$3.19M 144,422 +12,247 +9%
KFGK
65
Keystone Financial Group (Kentucky)
Kentucky
$3.14M 142,166 +11,519 +9%
VA
66
Valmark Advisers
Ohio
$2.97M 134,250 +34,272 +34%
HBS
67
Howard Bailey Securities
Indiana
$2.88M 130,226 -6,376 -5%
WWG
68
West Wealth Group
California
$2.88M 130,137 -1,895 -1%
SWM
69
Seed Wealth Management
Illinois
$2.8M 126,840 -16,350 -11%
PA
70
PFG Advisors
Arizona
$2.75M 124,289 +92,100 +286%
GIA
71
Gladstone Institutional Advisory
Florida
$2.72M 123,215 +23,997 +24%
FFA
72
Farther Finance Advisors
California
$2.72M 122,990 +13,515 +12%
SPAS
73
Spectrum Planning & Advisory Services
California
$2.7M 122,278 -18,769 -13%
AI
74
Atria Investments
North Carolina
$2.68M 121,092 -18,335 -13%
EFG
75
Ehrlich Financial Group
California
$2.67M 120,886 +2,404 +2%
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