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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

27% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 77

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

1% more capital invested

Capital invested by funds: $5.9B → $5.99B (+$83.2M)

1% more funds holding

Funds holding: 223225 (+2)

1.93% less ownership

Funds ownership: 98.75%96.82% (-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
+2
Holders Change %
+0.9%
% of All Funds
2.96%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.14%
New
25
Increased
98
Reduced
77
Closed
21
Calls
$327K
Puts
$497K
Net Calls
-$170K
Net Calls Change
-$877K
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
76
Ehrlich Financial Group
California
$2.67M +$52.4K +2,404 +2%
VPP
77
Vertex Planning Partners
Illinois
$2.65M +$40.2K +1,843 +2%
DAS
78
Dynamic Advisor Solutions
Arizona
$2.59M -$60.4K -2,769 -2%
BCM
79
Boltwood Capital Management
California
$2.53M +$389K +17,831 +18%
ITB
80
Idaho Trust Bank
Idaho
$2.53M -$83.9K -3,847 -3%
SHJ
81
Sharkey, Howes & Javer
Colorado
$2.49M -$779K -35,712 -24%
RFN
82
Redwood Financial Network
Ohio
$2.31M -$274K -12,587 -11%
CI
83
CacheTech Inc
Utah
$2.19M +$2.16M +99,089 New
AA
84
Alesco Advisors
New York
$2.1M +$24K +1,100 +1%
WCWM
85
Willow Creek Wealth Management
California
$2.05M +$5.97K +274 +0.3%
CCA
86
Cobblestone Capital Advisors
New York
$1.99M +$210K +9,630 +12%
AWM
87
Adams Wealth Management
Utah
$1.98M +$1.96M +89,695 New
SB
88
Strategic Blueprint
Georgia
$1.86M +$342K +15,666 +23%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$1.8M +$90.8K +4,164 +5%
DAS
90
Diversify Advisory Services
Utah
$1.79M +$122K +5,606 +7%
CJH
91
Christopher J. Hasenberg
Wisconsin
$1.77M +$1.75M +80,133 New
SL
92
SWMG LLC
Texas
$1.57M -$674K -30,929 -30%
PTC
93
Private Trust Company
Ohio
$1.55M +$738K +33,853 +93%
DW30
94
Drucker Wealth 3.0
New Jersey
$1.55M +$1.54M +70,467 New
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$1.47M -$716K -32,840 -33%
UCFA
96
United Capital Financial Advisors
Texas
$1.45M -$534K -24,515 -27%
FPCP
97
Fort Point Capital Partners
California
$1.36M +$180K +8,251 +15%
EL
98
EWA LLC
Pennsylvania
$1.34M +$241K +11,051 +22%
GWSG
99
GPS Wealth Strategies Group
Colorado
$1.32M -$9.77K -448 -0.7%
Cerity Partners
100
Cerity Partners
New York
$1.29M -$1.03M -47,038 -45%

SPMB Hedge Fund Activity: Q2 2025 in Review

225 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q2 2025, worth a combined $5.99B — up 1.4% from $5.9B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SPMB positions and 21 closed out — a net gain of 4 holders — while 98 added to existing stakes and 77 trimmed.

The largest buyer was Strategic Financial Concepts, opening a new position worth an estimated $40.6M. The largest seller was TownSquare Capital, cutting an estimated $119M.

  • 225 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q2 2025, up from 223 in Q1 2025.
  • Funds reported $5.99B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q2 2025, up 1.4% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q2 2025 and 21 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q2 2025 was Strategic Financial Concepts, an estimated $40.6M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q2 2025 was TownSquare Capital, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2025.