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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

220 hedge funds and large institutions have $5.87B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
2.99%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.22%
New
30
Increased
82
Reduced
84
Closed
26
Calls
$785K
Puts
$78K
Net Calls
+$707K
Net Calls Change
+$588K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$340M
2
AA
2
Advisory Alpha
Michigan
$43.6M
3
CFG
3
Compton Financial Group
Maryland
$35.7M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$4.05B
5
Stifel Financial
5
Stifel Financial
Missouri
$136M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$27M
2
IAA
2
Independent Advisor Alliance
North Carolina
$693K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.73M
4
State Street
4
State Street
Massachusetts
$88.5M
5
KW
5
KWB Wealth
California
$5.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
76
Dynamic Advisor Solutions
Arizona
$2.64M +$124K +5,621 +5%
EFG
77
Ehrlich Financial Group
California
$2.61M -$44.2K -2,006 -2%
ITB
78
Idaho Trust Bank
Idaho
$2.61M +$2.61M +118,258 New
VPP
79
Vertex Planning Partners
Illinois
$2.6M -$491K -22,281 -16%
RFN
80
Redwood Financial Network
Ohio
$2.59M -$141K -6,376 -5%
FFA
81
Farther Finance Advisors
California
$2.42M +$2.36M +107,031 +4,379%
Cerity Partners
82
Cerity Partners
New York
$2.33M -$40.5K -1,835 -2%
SIM
83
Synergy Investment Management
Florida
$2.3M -$292K -13,259 -11%
SL
84
SWMG LLC
Texas
$2.25M +$1.18M +53,756 +110%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$2.21M +$43.9K +1,989 +2%
VA
86
Valmark Advisers
Ohio
$2.2M -$135K -6,110 -6%
ARC
87
Advisor Resource Council
Texas
$2.19M +$2.19M +99,404 New
GIA
88
Gladstone Institutional Advisory
Florida
$2.19M +$413K +18,733 +23%
BCM
89
Boltwood Capital Management
California
$2.13M -$44.2K -2,005 -2%
AA
90
Alesco Advisors
New York
$2.07M – – –
WCWM
91
Willow Creek Wealth Management
California
$2.03M -$1.01K -46 -0%
MOS
92
MGO One Seven
Ohio
$2M -$3.26M -147,698 -62%
UCFA
93
United Capital Financial Advisors
Texas
$1.98M -$607K -27,519 -23%
CCA
94
Cobblestone Capital Advisors
New York
$1.78M -$238K -10,790 -12%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$1.71M -$195K -8,834 -10%
DAS
96
Diversify Advisory Services
Utah
$1.66M +$80.3K +3,646 +5%
SB
97
Strategic Blueprint
Georgia
$1.51M +$273K +12,398 +22%
MFG
98
Merit Financial Group
Georgia
$1.33M -$371K -16,839 -22%
GWSG
99
GPS Wealth Strategies Group
Colorado
$1.32M -$494K -22,410 -27%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$1.25M -$333K -15,113 -21%
2 3
4
5 6