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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, 98 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
51
Lido Advisors
California
$4.91M
TFGT
52
TS Financial Group (TSFG)
Illinois
$4.91M
KAS
53
Kestra Advisory Services
Texas
$4.88M
HFS
54
Horizon Financial Services
North Carolina
$4.61M
DW30
55
Drucker Wealth 3.0
New Jersey
$4.28M
KIM
56
Kestra Investment Management
Texas
$4.05M
MCA
57
Midwest Capital Advisors
Michigan
$4.03M
WA
58
Waverly Advisors
Alabama
$4.03M
WWM
59
Western Wealth Management
Colorado
$3.91M
MA
60
Mutual Advisors
Nebraska
$3.89M
IWC
61
Integrated Wealth Concepts
Massachusetts
$3.77M
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$3.65M
BCM
63
Boltwood Capital Management
California
$3.52M
KFGK
64
Keystone Financial Group (Kentucky)
Kentucky
$3.46M
VWA
65
Visionary Wealth Advisors
Illinois
$3.37M
WWG
66
West Wealth Group
California
$3.18M
VA
67
Valmark Advisers
Ohio
$2.98M
GIA
68
Gladstone Institutional Advisory
Florida
$2.95M
HBS
69
Howard Bailey Securities
Indiana
$2.88M
SWM
70
Seed Wealth Management
Illinois
$2.85M
PA
71
PFG Advisors
Arizona
$2.83M
EFG
72
Ehrlich Financial Group
California
$2.82M
SPAS
73
Spectrum Planning & Advisory Services
California
$2.79M
VPP
74
Vertex Planning Partners
Illinois
$2.72M
FFA
75
Farther Finance Advisors
California
$2.67M