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State Street SPDR Portfolio Mortgage Backed Bond ETF

227 hedge funds and large institutions have $6.08B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 99 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

43% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 69

2% more capital invested

Capital invested by funds: $5.99B → $6.08B (+$97.5M)

1% more funds holding

Funds holding: 225227 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

2.25% less ownership

Funds ownership: 96.82%94.57% (-2.2%)

Holders
227
Holders Change
+2
Holders Change %
+0.89%
% of All Funds
2.98%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
28
Increased
99
Reduced
69
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
76
Dynamic Advisor Solutions
Arizona
$2.59M -$34.1K -1,541 -1%
Raymond James Financial
77
Raymond James Financial
Florida
$2.52M -$850K -38,427 -25%
RFN
78
Redwood Financial Network
Ohio
$2.26M -$84.9K -3,837 -4%
AA
79
Alesco Advisors
New York
$2.13M
CCA
80
Cobblestone Capital Advisors
New York
$2.1M +$77.3K +3,495 +4%
WCWM
81
Willow Creek Wealth Management
California
$2.08M +$6.97K +315 +0.3%
CI
82
CacheTech Inc
Utah
$2.02M -$199K -9,004 -9%
SB
83
Strategic Blueprint
Georgia
$1.9M +$12.9K +581 +0.7%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$1.84M +$5.62K +254 +0.3%
Wells Fargo
85
Wells Fargo
California
$1.83M -$25.4M -1,146,856 -93%
DAS
86
Diversify Advisory Services
Utah
$1.82M -$3.74K -169 -0.2%
AWM
87
Adams Wealth Management
Utah
$1.8M -$215K -9,702 -11%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$1.75M +$241K +10,881 +16%
PTC
89
Private Trust Company
Ohio
$1.7M +$128K +5,800 +8%
SWM
90
SFG Wealth Management
Maryland
$1.64M -$2.49M -112,713 -61%
TC
91
Trilogy Capital
California
$1.52M +$300K +13,564 +25%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$1.45M +$1.43M +64,501 New
ITB
93
Idaho Trust Bank
Idaho
$1.44M -$1.12M -50,424 -44%
FWP
94
Forefront Wealth Partners
Texas
$1.32M +$1.3M +58,968 New
Comerica Bank
95
Comerica Bank
Texas
$1.31M +$9.01K +407 +0.7%
GWSG
96
GPS Wealth Strategies Group
Colorado
$1.31M -$29.4K -1,328 -2%
AWM
97
AE Wealth Management
Kansas
$1.3M +$555K +25,067 +77%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$1.28M +$50.7K +2,292 +4%
AWAU
99
Alliance Wealth Advisors (Utah)
Utah
$1.28M +$102K +4,589 +9%
EL
100
EWA LLC
Pennsylvania
$1.25M -$117K -5,285 -9%