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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

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 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
21
Calls
$327K
Puts
$497K
Net Calls
-$170K
Net Calls Change
-$877K

Top Buyers

1
SFC
Strategic Financial Concepts
Texas
$41.2M
2
State Street
State Street
Massachusetts
$129M
3
Stifel Financial
Stifel Financial
Missouri
$172M
4
BEI
Benjamin Edwards Inc
Missouri
$138M
5
LPL Financial
LPL Financial
California
$360M

Top Sellers

1
TC
TownSquare Capital
Utah
$3.56M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$25.8M
3
PCIA
Prime Capital Investment Advisors
Kansas
$786K
4
LGW
Leslie Global Wealth
Illinois
$482K
5
KW
KWB Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VPP
76
Vertex Planning Partners
Illinois
$2.65M +$40.7K +1,843 +2%
DAS
77
Dynamic Advisor Solutions
Arizona
$2.59M -$61.2K -2,769 -2%
BCM
78
Boltwood Capital Management
California
$2.53M +$394K +17,831 +18%
ITB
79
Idaho Trust Bank
Idaho
$2.53M -$85K -3,847 -3%
SHJ
80
Sharkey, Howes & Javer
Colorado
$2.49M -$789K -35,712 -24%
RFN
81
Redwood Financial Network
Ohio
$2.31M -$278K -12,587 -11%
AA
82
Alesco Advisors
New York
$2.1M +$24.3K +1,100 +1%
WCWM
83
Willow Creek Wealth Management
California
$2.05M +$6.06K +274 +0.3%
CCA
84
Cobblestone Capital Advisors
New York
$1.99M +$213K +9,630 +12%
SB
85
Strategic Blueprint
Georgia
$1.86M +$346K +15,666 +23%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$1.8M +$92K +4,164 +5%
DAS
87
Diversify Advisory Services
Utah
$1.79M +$124K +5,606 +7%
CJH
88
Christopher J. Hasenberg
Wisconsin
$1.77M +$1.77M +80,133 New
SL
89
SWMG LLC
Texas
$1.57M -$676K -30,929 -30%
PTC
90
Private Trust Company
Ohio
$1.55M +$748K +33,853 +93%
DW30
91
Drucker Wealth 3.0
New Jersey
$1.55M +$1.55M +70,467 New
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$1.47M -$720K -32,840 -33%
UCFA
93
United Capital Financial Advisors
Texas
$1.45M -$542K -24,515 -27%
FPCP
94
Fort Point Capital Partners
California
$1.36M +$182K +8,251 +15%
EL
95
EWA LLC
Pennsylvania
$1.34M +$244K +11,051 +22%
GWSG
96
GPS Wealth Strategies Group
Colorado
$1.32M -$9.9K -448 -0.7%
Cerity Partners
97
Cerity Partners
New York
$1.29M -$1.04M -47,038 -45%
Comerica Bank
98
Comerica Bank
Texas
$1.28M +$368K +16,629 +40%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$1.21M -$36.9K -1,667 -3%
BCM
100
Brookstone Capital Management
Illinois
$1.2M -$12.5K -566 -1%
2 3
4
5 6