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SPDR Portfolio Mortgage Backed Bond ETF

222 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 26 funds opening new positions, 96 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:

1.57% less ownership

Funds ownership: 98.2%96.63% (-1.6%)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

34% less call options, than puts

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

Holders
222
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
VPP
76
Vertex Planning Partners
Illinois
$2.65M
DAS
77
Dynamic Advisor Solutions
Arizona
$2.59M
BCM
78
Boltwood Capital Management
California
$2.53M
ITB
79
Idaho Trust Bank
Idaho
$2.53M
SHJ
80
Sharkey, Howes & Javer
Colorado
$2.49M
RFN
81
Redwood Financial Network
Ohio
$2.31M
CI
82
CacheTech Inc
Utah
$2.19M
AA
83
Alesco Advisors
New York
$2.1M
WCWM
84
Willow Creek Wealth Management
California
$2.05M
CCA
85
Cobblestone Capital Advisors
New York
$1.99M
AWM
86
Adams Wealth Management
Utah
$1.98M
SB
87
Strategic Blueprint
Georgia
$1.86M
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$1.8M
DAS
89
Diversify Advisory Services
Utah
$1.79M
CJH
90
Christopher J. Hasenberg
Wisconsin
$1.77M
SL
91
SWMG LLC
Texas
$1.57M
PTC
92
Private Trust Company
Ohio
$1.55M
DW30
93
Drucker Wealth 3.0
New Jersey
$1.55M
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$1.47M
UCFA
95
United Capital Financial Advisors
Texas
$1.45M
FPCP
96
Fort Point Capital Partners
California
$1.36M
EL
97
EWA LLC
Pennsylvania
$1.34M
GWSG
98
GPS Wealth Strategies Group
Colorado
$1.32M
Cerity Partners
99
Cerity Partners
New York
$1.29M
Comerica Bank
100
Comerica Bank
Texas
$1.28M