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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

220 hedge funds and large institutions have $5.87B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
2.99%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.22%
New
30
Increased
82
Reduced
84
Closed
26
Calls
$785K
Puts
$78K
Net Calls
+$707K
Net Calls Change
+$588K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$340M
2
AA
2
Advisory Alpha
Michigan
$43.6M
3
CFG
3
Compton Financial Group
Maryland
$35.7M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$4.05B
5
Stifel Financial
5
Stifel Financial
Missouri
$136M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$27M
2
IAA
2
Independent Advisor Alliance
North Carolina
$693K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.73M
4
State Street
4
State Street
Massachusetts
$88.5M
5
KW
5
KWB Wealth
California
$5.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWG
51
Portside Wealth Group
Utah
$4.83M +$197K +8,945 +4%
DA
52
Detalus Advisors
Missouri
$4.71M +$90.1K +4,085 +2%
HFS
53
Horizon Financial Services
North Carolina
$4.59M +$4.59M +208,006 New
MA
54
Mutual Advisors
Nebraska
$4.42M -$331K -15,081 -7%
TFGT
55
TS Financial Group (TSFG)
Illinois
$4.36M -$838K -37,989 -16%
KAS
56
Kestra Advisory Services
Texas
$4.29M +$44.2K +2,005 +1%
GLA
57
Good Life Advisors
Pennsylvania
$4.18M +$1.04M +47,270 +33%
SWM
58
SFG Wealth Management
Maryland
$4.09M +$4.09M +185,706 New
WA
59
Waverly Advisors
Alabama
$3.53M +$344K +15,608 +11%
Fisher Asset Management
60
Fisher Asset Management
Washington
$3.39M -$406K -18,430 -11%
IWC
61
Integrated Wealth Concepts
Massachusetts
$3.36M +$760K +34,448 +29%
SHJ
62
Sharkey, Howes & Javer
Colorado
$3.27M -$817K -37,064 -20%
RWM
63
Ritholtz Wealth Management
New York
$3.16M +$3.16M +143,353 New
SWM
64
Seed Wealth Management
Illinois
$3.16M +$10.4K +470 +0.3%
SPAS
65
Spectrum Planning & Advisory Services
California
$3.11M +$3.11M +141,047 New
AI
66
Atria Investments
North Carolina
$3.07M +$1.14M +51,522 +59%
Raymond James Financial
67
Raymond James Financial
Florida
$3.05M +$35.3K +1,600 +1%
VWA
68
Visionary Wealth Advisors
Illinois
$3.04M +$410K +18,610 +16%
EB
69
Eastern Bank
Massachusetts
$3.02M – – –
HBS
70
Howard Bailey Securities
Indiana
$3.01M +$395K +17,906 +15%
WWM
71
Western Wealth Management
Colorado
$3.01M +$323K +14,633 +12%
WWG
72
West Wealth Group
California
$2.92M -$677K -30,627 -19%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$2.91M -$776K -35,199 -21%
KFGK
74
Keystone Financial Group (Kentucky)
Kentucky
$2.88M +$56.1K +2,545 +2%
Osaic Holdings
75
Osaic Holdings
Arizona
$2.73M -$10.5M -477,784 -79%
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3
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