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State Street SPDR Portfolio Mortgage Backed Bond ETF

240 hedge funds and large institutions have $6.43B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 74

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

3% more capital invested

Capital invested by funds: $6.26B → $6.43B (+$170M)

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1.4% less ownership

Funds ownership: 94.07%92.68% (-1.4%)

3% less funds holding

Funds holding: 248240 (-8)

Holders
240
Holders Change
-8
Holders Change %
-3.23%
% of All Funds
2.95%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.16%
New
31
Increased
104
Reduced
74
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
76
CacheTech Inc
Utah
$2.38M +$541K +24,020 +29%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$2.31M +$177K +7,874 +8%
DWM
78
Diversify Wealth Management
Utah
$2.22M +$1.77M +78,426 +368%
KAS
79
Kestra Advisory Services
Texas
$2.2M -$2.18M -96,625 -50%
AA
80
Alesco Advisors
New York
$2.15M
AWM
81
Adams Wealth Management
Utah
$2.15M +$531K +23,597 +33%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$2.12M -$36.8K -1,634 -2%
FWP
83
Forefront Wealth Partners
Texas
$2M +$184K +8,193 +10%
AIM
84
Archer Investment Management
Texas
$1.95M +$1.54M +68,450 +365%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$1.94M +$1.95M +86,650 New
Wells Fargo
86
Wells Fargo
California
$1.92M +$107K +4,772 +6%
PTC
87
Private Trust Company
Ohio
$1.91M +$151K +6,706 +9%
EL
88
EWA LLC
Pennsylvania
$1.84M +$392K +17,404 +27%
MGWM
89
Marks Group Wealth Management
Minnesota
$1.72M +$1.73M +76,687 New
CWM
90
Collaborative Wealth Management
Florida
$1.69M -$2.65M -117,506 -61%
Amundi
91
Amundi
France
$1.66M +$1.67M +74,057 New
EWS
92
Evergreen Wealth Solutions
Pennsylvania
$1.51M +$1.52M +67,534 New
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$1.34M +$98.8K +4,387 +8%
FPCP
94
Fort Point Capital Partners
California
$1.33M +$20.8K +926 +2%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$1.28M +$1.29M +57,245 New
JWM
96
JPL Wealth Management
Colorado
$1.28M +$418K +18,587 +48%
SB
97
Strategic Blueprint
Georgia
$1.24M +$1.78K +79 +0.1%
RA
98
RFG Advisory
Alabama
$1.18M -$1.18M -52,336 -50%
ITB
99
Idaho Trust Bank
Idaho
$1.14M -$122K -5,420 -10%
CFAM
100
Center For Asset Management
Florida
$1.14M +$108K +4,790 +10%