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State Street SPDR Portfolio Mortgage Backed Bond ETF

240 hedge funds and large institutions have $6.43B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 74

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

3% more capital invested

Capital invested by funds: $6.26B → $6.43B (+$170M)

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1.4% less ownership

Funds ownership: 94.07%92.68% (-1.4%)

3% less funds holding

Funds holding: 248240 (-8)

Holders
240
Holders Change
-8
Holders Change %
-3.23%
% of All Funds
2.95%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.16%
New
31
Increased
104
Reduced
74
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
51
Mutual Advisors
Nebraska
$4.86M +$911K +40,472 +23%
MCA
52
Midwest Capital Advisors
Michigan
$4.72M +$753K +33,429 +19%
WA
53
Waverly Advisors
Alabama
$4.72M +$257K +11,437 +6%
HFS
54
Horizon Financial Services
North Carolina
$4.71M -$62.3K -2,768 -1%
IWC
55
Integrated Wealth Concepts
Massachusetts
$4.61M +$901K +40,018 +24%
DW30
56
Drucker Wealth 3.0
New Jersey
$4.58M +$84.4K +3,747 +2%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$4.57M +$566K +25,129 +14%
BCM
58
Boltwood Capital Management
California
$4.52M +$401K +17,827 +10%
WWM
59
Western Wealth Management
Colorado
$4.24M -$82.2K -3,653 -2%
VA
60
Valmark Advisers
Ohio
$3.9M +$441K +19,599 +13%
KFGK
61
Keystone Financial Group (Kentucky)
Kentucky
$3.84M +$255K +11,322 +7%
VWA
62
Visionary Wealth Advisors
Illinois
$3.66M +$97.9K +4,348 +3%
WWG
63
West Wealth Group
California
$3.55M +$233K +10,340 +7%
VPP
64
Vertex Planning Partners
Illinois
$3.11M +$297K +13,197 +11%
Osaic Holdings
65
Osaic Holdings
Arizona
$3.07M -$27.4K -1,216 -0.9%
VT
66
Vise Technologies
New York
$2.97M
EFG
67
Ehrlich Financial Group
California
$2.94M +$86.3K +3,834 +3%
FFA
68
Farther Finance Advisors
California
$2.9M +$156K +6,923 +6%
SPAS
69
Spectrum Planning & Advisory Services
California
$2.88M +$116K +5,145 +4%
Raymond James Financial
70
Raymond James Financial
Florida
$2.78M -$125K -5,548 -4%
Goldman Sachs
71
Goldman Sachs
New York
$2.75M +$2.76M +122,607 New
DAS
72
Dynamic Advisor Solutions
Arizona
$2.74M +$31.3K +1,391 +1%
KWM
73
Kingsview Wealth Management
Oregon
$2.66M -$135K -6,017 -5%
SWM
74
Seed Wealth Management
Illinois
$2.65M -$102K -4,550 -4%
AF
75
Apollon Financial
South Carolina
$2.58M +$2.59M +115,219 New