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State Street SPDR Portfolio Mortgage Backed Bond ETF

227 hedge funds and large institutions have $6.08B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 99 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

43% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 69

2% more capital invested

Capital invested by funds: $5.99B → $6.08B (+$97.5M)

1% more funds holding

Funds holding: 225227 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

2.25% less ownership

Funds ownership: 96.82%94.57% (-2.2%)

Holders
227
Holders Change
+2
Holders Change %
+0.89%
% of All Funds
2.98%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
28
Increased
99
Reduced
69
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
51
Lido Advisors
California
$4.91M +$4.84M +218,890 New
TFGT
52
TS Financial Group (TSFG)
Illinois
$4.91M +$129K +5,844 +3%
KAS
53
Kestra Advisory Services
Texas
$4.88M +$64K +2,893 +1%
HFS
54
Horizon Financial Services
North Carolina
$4.61M +$102K +4,590 +2%
DW30
55
Drucker Wealth 3.0
New Jersey
$4.28M +$2.66M +120,388 +171%
KIM
56
Kestra Investment Management
Texas
$4.05M -$5.55M -250,862 -58%
MCA
57
Midwest Capital Advisors
Michigan
$4.03M -$1.15M -52,120 -22%
WA
58
Waverly Advisors
Alabama
$4.03M +$342K +15,435 +9%
HBS
59
Howard Bailey Securities
Indiana
$4.01M +$153K +6,894 +4%
WWM
60
Western Wealth Management
Colorado
$3.91M +$15.2K +686 +0.4%
MA
61
Mutual Advisors
Nebraska
$3.89M -$30.8K -1,392 -0.8%
IWC
62
Integrated Wealth Concepts
Massachusetts
$3.77M +$254K +11,473 +7%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$3.65M +$401K +18,124 +13%
BCM
64
Boltwood Capital Management
California
$3.52M +$935K +42,265 +37%
KFGK
65
Keystone Financial Group (Kentucky)
Kentucky
$3.46M +$263K +11,894 +8%
VWA
66
Visionary Wealth Advisors
Illinois
$3.37M -$401K -18,121 -11%
WWG
67
West Wealth Group
California
$3.18M +$239K +10,809 +8%
VA
68
Valmark Advisers
Ohio
$2.98M -$34.2K -1,546 -1%
GIA
69
Gladstone Institutional Advisory
Florida
$2.95M +$179K +8,069 +7%
SWM
70
Seed Wealth Management
Illinois
$2.85M
PA
71
PFG Advisors
Arizona
$2.83M +$39.7K +1,795 +1%
EFG
72
Ehrlich Financial Group
California
$2.82M +$109K +4,930 +4%
SPAS
73
Spectrum Planning & Advisory Services
California
$2.79M +$49.4K +2,232 +2%
VPP
74
Vertex Planning Partners
Illinois
$2.72M +$30.8K +1,392 +1%
FFA
75
Farther Finance Advisors
California
$2.67M -$87.5K -3,953 -3%