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State Street SPDR Portfolio Mortgage Backed Bond ETF

240 hedge funds and large institutions have $6.43B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 74

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

3% more capital invested

Capital invested by funds: $6.26B → $6.43B (+$170M)

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1.4% less ownership

Funds ownership: 94.07%92.68% (-1.4%)

3% less funds holding

Funds holding: 248240 (-8)

Holders
240
Holders Change
-8
Holders Change %
-3.23%
% of All Funds
2.95%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.16%
New
31
Increased
104
Reduced
74
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
101
Advisory Services Network
Georgia
$1.11M +$282K +12,527 +34%
BCM
102
Brookstone Capital Management
Illinois
$1.08M -$35.7K -1,587 -3%
IAN
103
Integrated Advisors Network
Texas
$1.07M +$633K +28,124 +142%
BAM
104
Belpointe Asset Management
Nevada
$1.04M +$246K +10,908 +31%
TCP
105
TMB Capital Partners
Arkansas
$1.01M +$43.8K +1,944 +5%
ATPW
106
Ashton Thomas Private Wealth
Arizona
$1,000K -$161K -7,167 -14%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$994K -$356K -15,806 -26%
BIA
108
Bell Investment Advisors
California
$903K -$58.1K -2,579 -6%
TC
109
Trilogy Capital
California
$898K -$872K -38,713 -49%
HAG
110
HighPoint Advisor Group
Illinois
$897K -$113 -5 -0%
WIM
111
Wiregrass Investment Management
Georgia
$894K +$103K +4,584 +13%
SIA
112
Strategic Investment Advisors
Michigan
$883K +$55.8K +2,478 +7%
Bank of New York Mellon
113
Bank of New York Mellon
New York
$852K -$1.69K -75 -0.2%
AI
114
Atria Investments
North Carolina
$842K +$12K +532 +1%
AWAU
115
Alliance Wealth Advisors (Utah)
Utah
$833K -$265K -11,768 -24%
AF
116
Allworth Financial
California
$798K +$8.91K +396 +1%
AWM
117
AE Wealth Management
Kansas
$787K -$103K -4,555 -11%
KIM
118
Kestra Investment Management
Texas
$776K -$3.02M -134,201 -79%
P
119
&Partners
Tennessee
$742K +$83.1K +3,690 +13%
NG
120
Norden Group
Utah
$719K +$9.03K +401 +1%
CICC
121
Capital Investment Counsel (Colorado)
Colorado
$718K -$59.2K -2,630 -8%
GWP
122
Gateway Wealth Partners
Wisconsin
$687K +$436K +19,372 +171%
UCFA
123
United Capital Financial Advisors
Texas
$670K -$215K -9,565 -24%
GSWM
124
Golden State Wealth Management
California
$662K -$92.1K -4,092 -12%
MML Investors Services
125
MML Investors Services
Massachusetts
$648K +$77.6K +3,447 +14%