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State Street SPDR Portfolio Mortgage Backed Bond ETF

225 hedge funds and large institutions have $5.99B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.93% less ownership

Funds ownership: 98.74%96.8% (-1.9%)

34% less call options, than puts

Call options by funds: $327K | Put options by funds: $497K

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
225
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$327K
Puts
$497K
Net Calls
Net Calls Change

Top Buyers

1 +$41.2M
2 +$40.8M
3 +$36.2M
4
BEI
Benjamin Edwards Inc
Missouri
+$27.4M
5
LPL Financial
LPL Financial
California
+$19.1M

Top Sellers

1 -$121M
2 -$27M
3 -$12.3M
4
LGW
Leslie Global Wealth
Illinois
-$7.46M
5
KW
KWB Wealth
California
-$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
51
Detalus Advisors
Missouri
$4.92M
KAS
52
Kestra Advisory Services
Texas
$4.74M
TFGT
53
TS Financial Group (TSFG)
Illinois
$4.7M
GLA
54
Good Life Advisors
Pennsylvania
$4.64M
HFS
55
Horizon Financial Services
North Carolina
$4.44M
SWM
56
SFG Wealth Management
Maryland
$4.1M
WWM
57
Western Wealth Management
Colorado
$3.84M
MA
58
Mutual Advisors
Nebraska
$3.8M
VWA
59
Visionary Wealth Advisors
Illinois
$3.72M
WA
60
Waverly Advisors
Alabama
$3.63M
TC
61
TownSquare Capital
Utah
$3.56M
IWC
62
Integrated Wealth Concepts
Massachusetts
$3.46M
Raymond James Financial
63
Raymond James Financial
Florida
$3.33M
Fisher Asset Management
64
Fisher Asset Management
Washington
$3.26M
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$3.19M
KFGK
66
Keystone Financial Group (Kentucky)
Kentucky
$3.14M
VA
67
Valmark Advisers
Ohio
$2.97M
HBS
68
Howard Bailey Securities
Indiana
$2.88M
WWG
69
West Wealth Group
California
$2.88M
SWM
70
Seed Wealth Management
Illinois
$2.8M
PA
71
PFG Advisors
Arizona
$2.75M
GIA
72
Gladstone Institutional Advisory
Florida
$2.72M
FFA
73
Farther Finance Advisors
California
$2.72M
SPAS
74
Spectrum Planning & Advisory Services
California
$2.7M
AI
75
Atria Investments
North Carolina
$2.68M