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State Street SPDR Portfolio Mortgage Backed Bond ETF

248 hedge funds and large institutions have $6.26B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 77 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

30% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 77

9% more funds holding

Funds holding: 227248 (+21)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

3% more capital invested

Capital invested by funds: $6.08B → $6.26B (+$176M)

0.5% less ownership

Funds ownership: 94.57%94.07% (-0.5%)

Holders
248
Holders Change
+21
Holders Change %
+9.25%
% of All Funds
3.02%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
38
Increased
100
Reduced
77
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
Waverly Advisors
Alabama
$4.46M +$444K +19,733 +11%
KAS
52
Kestra Advisory Services
Texas
$4.37M -$509K -22,615 -10%
WWM
53
Western Wealth Management
Colorado
$4.32M +$416K +18,505 +11%
CWM
54
Collaborative Wealth Management
Florida
$4.32M -$1.39M -61,956 -24%
BCM
55
Boltwood Capital Management
California
$4.13M +$620K +27,557 +18%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$4.01M +$371K +16,477 +10%
MCA
57
Midwest Capital Advisors
Michigan
$3.98M -$49.3K -2,191 -1%
MA
58
Mutual Advisors
Nebraska
$3.96M +$109K +4,850 +3%
KIM
59
Kestra Investment Management
Texas
$3.78M -$258K -11,456 -6%
IWC
60
Integrated Wealth Concepts
Massachusetts
$3.72M -$41.7K -1,852 -1%
KFGK
61
Keystone Financial Group (Kentucky)
Kentucky
$3.6M +$142K +6,325 +4%
VWA
62
Visionary Wealth Advisors
Illinois
$3.57M +$207K +9,217 +6%
VA
63
Valmark Advisers
Ohio
$3.47M +$494K +21,960 +17%
Jane Street
64
Jane Street
New York
$3.39M +$3.4M +151,202 New
GIA
65
Gladstone Institutional Advisory
Florida
$3.39M +$445K +19,763 +15%
WWG
66
West Wealth Group
California
$3.33M +$167K +7,435 +5%
Osaic Holdings
67
Osaic Holdings
Arizona
$3.1M -$2.75M -122,008 -47%
VT
68
Vise Technologies
New York
$2.97M +$1.77M +78,775 +146%
Raymond James Financial
69
Raymond James Financial
Florida
$2.9M +$385K +17,097 +15%
QAM
70
Q3 Asset Management
Michigan
$2.88M +$2.89M +128,601 New
EFG
71
Ehrlich Financial Group
California
$2.86M +$41.4K +1,840 +1%
VPP
72
Vertex Planning Partners
Illinois
$2.82M +$96.8K +4,300 +4%
KWM
73
Kingsview Wealth Management
Oregon
$2.8M -$5.45M -242,325 -66%
SPAS
74
Spectrum Planning & Advisory Services
California
$2.76M -$27.7K -1,231 -1%
SWM
75
Seed Wealth Management
Illinois
$2.76M -$84K -3,730 -3%