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SPDR Portfolio Mortgage Backed Bond ETF

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 19 closing their positions.

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
19
Calls
$327K
Puts
$497K
Net Calls
-$170K
Net Calls Change
-$877K
Name Market Value Shares Shares
Change
Shares
Change %
VPP
76
Vertex Planning Partners
Illinois
$2.65M 119,897 +1,843 +2%
DAS
77
Dynamic Advisor Solutions
Arizona
$2.59M 117,127 -2,769 -2%
BCM
78
Boltwood Capital Management
California
$2.53M 114,414 +17,831 +18%
ITB
79
Idaho Trust Bank
Idaho
$2.53M 114,411 -3,847 -3%
SHJ
80
Sharkey, Howes & Javer
Colorado
$2.49M 112,561 -35,712 -24%
RFN
81
Redwood Financial Network
Ohio
$2.31M 104,649 -12,587 -11%
AA
82
Alesco Advisors
New York
$2.1M 94,950 +1,100 +1%
WCWM
83
Willow Creek Wealth Management
California
$2.05M 92,559 +274 +0.3%
CCA
84
Cobblestone Capital Advisors
New York
$1.99M 90,150 +9,630 +12%
SB
85
Strategic Blueprint
Georgia
$1.86M 83,987 +15,666 +23%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$1.8M 81,646 +4,164 +5%
DAS
87
Diversify Advisory Services
Utah
$1.79M 81,062 +5,606 +7%
CJH
88
Christopher J. Hasenberg
Wisconsin
$1.77M 80,133 +80,133 New
SL
89
SWMG LLC
Texas
$1.57M 71,889 -30,929 -30%
PTC
90
Private Trust Company
Ohio
$1.55M 70,148 +33,853 +93%
DW30
91
Drucker Wealth 3.0
New Jersey
$1.55M 70,467 +70,467 New
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$1.47M 67,317 -32,840 -33%
UCFA
93
United Capital Financial Advisors
Texas
$1.45M 65,433 -24,515 -27%
FPCP
94
Fort Point Capital Partners
California
$1.36M 61,632 +8,251 +15%
EL
95
EWA LLC
Pennsylvania
$1.34M 60,771 +11,051 +22%
GWSG
96
GPS Wealth Strategies Group
Colorado
$1.32M 59,625 -448 -0.7%
Cerity Partners
97
Cerity Partners
New York
$1.29M 58,421 -47,038 -45%
Comerica Bank
98
Comerica Bank
Texas
$1.28M 58,012 +16,629 +40%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$1.21M 54,919 -1,667 -3%
BCM
100
Brookstone Capital Management
Illinois
$1.2M 54,291 -566 -1%