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State Street SPDR Portfolio Mortgage Backed Bond ETF

225 hedge funds and large institutions have $5.99B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.93% less ownership

Funds ownership: 98.74%96.8% (-1.9%)

34% less call options, than puts

Call options by funds: $327K | Put options by funds: $497K

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
225
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
$327K
Puts
$497K
Net Calls
Net Calls Change

Top Buyers

1 +$41.2M
2 +$40.8M
3 +$36.2M
4
BEI
Benjamin Edwards Inc
Missouri
+$27.4M
5
LPL Financial
LPL Financial
California
+$19.1M

Top Sellers

1 -$121M
2 -$27M
3 -$12.3M
4
LGW
Leslie Global Wealth
Illinois
-$7.46M
5
KW
KWB Wealth
California
-$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
76
Ehrlich Financial Group
California
$2.67M
VPP
77
Vertex Planning Partners
Illinois
$2.65M
DAS
78
Dynamic Advisor Solutions
Arizona
$2.59M
BCM
79
Boltwood Capital Management
California
$2.53M
ITB
80
Idaho Trust Bank
Idaho
$2.53M
SHJ
81
Sharkey, Howes & Javer
Colorado
$2.49M
RFN
82
Redwood Financial Network
Ohio
$2.31M
CI
83
CacheTech Inc
Utah
$2.19M
AA
84
Alesco Advisors
New York
$2.1M
WCWM
85
Willow Creek Wealth Management
California
$2.05M
CCA
86
Cobblestone Capital Advisors
New York
$1.99M
AWM
87
Adams Wealth Management
Utah
$1.98M
SB
88
Strategic Blueprint
Georgia
$1.86M
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$1.8M
DAS
90
Diversify Advisory Services
Utah
$1.79M
CJH
91
Christopher J. Hasenberg
Wisconsin
$1.77M
SL
92
SWMG LLC
Texas
$1.57M
PTC
93
Private Trust Company
Ohio
$1.55M
DW30
94
Drucker Wealth 3.0
New Jersey
$1.55M
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$1.47M
UCFA
96
United Capital Financial Advisors
Texas
$1.45M
FPCP
97
Fort Point Capital Partners
California
$1.36M
EL
98
EWA LLC
Pennsylvania
$1.34M
GWSG
99
GPS Wealth Strategies Group
Colorado
$1.32M
Cerity Partners
100
Cerity Partners
New York
$1.29M