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State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB

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

27% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 77

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

1% more capital invested

Capital invested by funds: $5.9B → $5.99B (+$83.2M)

1% more funds holding

Funds holding: 223 → 225 (+2)

1.93% less ownership

Funds ownership: 98.75% → 96.82% (-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: 17 → 11 (-6)

Holders
225
Holders Change
+2
Holders Change %
+0.9%
% of All Funds
2.96%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.14%
New
25
Increased
98
Reduced
77
Closed
21
Calls
$327K
Puts
$497K
Net Calls
-$170K
Net Calls Change
-$877K

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$40.6M
2
State Street
State Street
Massachusetts
+$40.2M
3
Stifel Financial
Stifel Financial
Missouri
+$35.7M
4
BEI
Benjamin Edwards Inc
Missouri
+$27M
5
LPL Financial
LPL Financial
California
+$18.9M

Top Sellers

Rank Fund Capital Flow
1
TC
TownSquare Capital
Utah
-$119M
2
PCIA
Prime Capital Investment Advisors
Kansas
-$12.2M
3
LGW
Leslie Global Wealth
Illinois
-$7.36M
4
KW
KWB Wealth
California
-$5.81M
5
PAG
Private Advisor Group
New Jersey
-$4.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
51
Detalus Advisors
Missouri
$4.92M +$200K +9,167 +4%
KAS
52
Kestra Advisory Services
Texas
$4.74M +$434K +19,900 +10%
TFGT
53
TS Financial Group (TSFG)
Illinois
$4.7M +$327K +15,021 +8%
GLA
54
Good Life Advisors
Pennsylvania
$4.64M +$450K +20,635 +11%
HFS
55
Horizon Financial Services
North Carolina
$4.44M -$158K -7,242 -3%
SWM
56
SFG Wealth Management
Maryland
$4.1M – – –
WWM
57
Western Wealth Management
Colorado
$3.84M +$810K +37,140 +27%
HBS
58
Howard Bailey Securities
Indiana
$3.8M -$19.1K -876 -0.5%
MA
59
Mutual Advisors
Nebraska
$3.8M -$618K -28,334 -14%
VWA
60
Visionary Wealth Advisors
Illinois
$3.72M +$656K +30,110 +22%
WA
61
Waverly Advisors
Alabama
$3.63M +$81.4K +3,732 +2%
TC
62
TownSquare Capital
Utah
$3.56M -$119M -5,480,319 -97%
IWC
63
Integrated Wealth Concepts
Massachusetts
$3.46M +$90.9K +4,170 +3%
Raymond James Financial
64
Raymond James Financial
Florida
$3.33M +$277K +12,716 +9%
Fisher Asset Management
65
Fisher Asset Management
Washington
$3.26M -$139K -6,370 -4%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$3.19M +$267K +12,247 +9%
KFGK
67
Keystone Financial Group (Kentucky)
Kentucky
$3.14M +$251K +11,519 +9%
VA
68
Valmark Advisers
Ohio
$2.97M +$747K +34,272 +34%
WWG
69
West Wealth Group
California
$2.88M -$41.3K -1,895 -1%
SWM
70
Seed Wealth Management
Illinois
$2.8M -$356K -16,350 -11%
PA
71
PFG Advisors
Arizona
$2.75M +$2.01M +92,100 +286%
GIA
72
Gladstone Institutional Advisory
Florida
$2.72M +$523K +23,997 +24%
FFA
73
Farther Finance Advisors
California
$2.72M +$295K +13,515 +12%
SPAS
74
Spectrum Planning & Advisory Services
California
$2.7M -$409K -18,769 -13%
AI
75
Atria Investments
North Carolina
$2.68M -$400K -18,335 -13%
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SPMB Hedge Fund Activity: Q2 2025 in Review

225 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q2 2025, worth a combined $5.99B — up 1.4% from $5.9B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SPMB positions and 21 closed out — a net gain of 4 holders — while 98 added to existing stakes and 77 trimmed.

The largest buyer was Strategic Financial Concepts, opening a new position worth an estimated $40.6M. The largest seller was TownSquare Capital, cutting an estimated $119M.

  • 225 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q2 2025, up from 223 in Q1 2025.
  • Funds reported $5.99B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q2 2025, up 1.4% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q2 2025 and 21 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q2 2025 was Strategic Financial Concepts, an estimated $40.6M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q2 2025 was TownSquare Capital, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2025.