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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 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
21
Calls
$327K
Puts
$497K
Net Calls
-$170K
Net Calls Change
-$877K

Top Buyers

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

Top Sellers

1
TC
TownSquare Capital
Utah
$3.56M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$25.8M
3
PCIA
Prime Capital Investment Advisors
Kansas
$786K
4
LGW
Leslie Global Wealth
Illinois
$482K
5
KW
KWB Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$4.74M +$440K +19,900 +10%
TFGT
52
TS Financial Group (TSFG)
Illinois
$4.7M +$332K +15,021 +8%
GLA
53
Good Life Advisors
Pennsylvania
$4.64M +$456K +20,635 +11%
HFS
54
Horizon Financial Services
North Carolina
$4.44M -$160K -7,242 -3%
SWM
55
SFG Wealth Management
Maryland
$4.1M – – –
WWM
56
Western Wealth Management
Colorado
$3.84M +$821K +37,140 +27%
MA
57
Mutual Advisors
Nebraska
$3.8M -$621K -28,334 -14%
VWA
58
Visionary Wealth Advisors
Illinois
$3.72M +$665K +30,110 +22%
WA
59
Waverly Advisors
Alabama
$3.63M +$82.5K +3,732 +2%
TC
60
TownSquare Capital
Utah
$3.56M -$121M -5,480,319 -97%
IWC
61
Integrated Wealth Concepts
Massachusetts
$3.46M +$92.2K +4,170 +3%
Raymond James Financial
62
Raymond James Financial
Florida
$3.33M +$281K +12,716 +9%
Fisher Asset Management
63
Fisher Asset Management
Washington
$3.26M -$141K -6,370 -4%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$3.19M +$271K +12,247 +9%
KFGK
65
Keystone Financial Group (Kentucky)
Kentucky
$3.14M +$255K +11,519 +9%
VA
66
Valmark Advisers
Ohio
$2.97M +$757K +34,272 +34%
HBS
67
Howard Bailey Securities
Indiana
$2.88M -$141K -6,376 -5%
WWG
68
West Wealth Group
California
$2.88M -$41.9K -1,895 -1%
SWM
69
Seed Wealth Management
Illinois
$2.8M -$361K -16,350 -11%
PA
70
PFG Advisors
Arizona
$2.75M +$2.04M +92,100 +286%
GIA
71
Gladstone Institutional Advisory
Florida
$2.72M +$530K +23,997 +24%
FFA
72
Farther Finance Advisors
California
$2.72M +$299K +13,515 +12%
SPAS
73
Spectrum Planning & Advisory Services
California
$2.7M -$415K -18,769 -13%
AI
74
Atria Investments
North Carolina
$2.68M -$405K -18,335 -13%
EFG
75
Ehrlich Financial Group
California
$2.67M +$53.1K +2,404 +2%
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