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SPDR Portfolio Mortgage Backed Bond ETF

222 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 26 funds opening new positions, 96 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:

1.57% less ownership

Funds ownership: 98.2%96.63% (-1.6%)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

34% less call options, than puts

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

Holders
222
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
KAS
51
Kestra Advisory Services
Texas
$4.74M
TFGT
52
TS Financial Group (TSFG)
Illinois
$4.7M
GLA
53
Good Life Advisors
Pennsylvania
$4.64M
HFS
54
Horizon Financial Services
North Carolina
$4.44M
SWM
55
SFG Wealth Management
Maryland
$4.1M
WWM
56
Western Wealth Management
Colorado
$3.84M
MA
57
Mutual Advisors
Nebraska
$3.8M
VWA
58
Visionary Wealth Advisors
Illinois
$3.72M
WA
59
Waverly Advisors
Alabama
$3.63M
TC
60
TownSquare Capital
Utah
$3.56M
IWC
61
Integrated Wealth Concepts
Massachusetts
$3.46M
Raymond James Financial
62
Raymond James Financial
Florida
$3.33M
Fisher Asset Management
63
Fisher Asset Management
Washington
$3.26M
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$3.19M
KFGK
65
Keystone Financial Group (Kentucky)
Kentucky
$3.14M
VA
66
Valmark Advisers
Ohio
$2.97M
HBS
67
Howard Bailey Securities
Indiana
$2.88M
WWG
68
West Wealth Group
California
$2.88M
SWM
69
Seed Wealth Management
Illinois
$2.8M
PA
70
PFG Advisors
Arizona
$2.75M
GIA
71
Gladstone Institutional Advisory
Florida
$2.72M
FFA
72
Farther Finance Advisors
California
$2.72M
SPAS
73
Spectrum Planning & Advisory Services
California
$2.7M
AI
74
Atria Investments
North Carolina
$2.68M
EFG
75
Ehrlich Financial Group
California
$2.67M