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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

220 hedge funds and large institutions have $5.87B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
2.99%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.22%
New
30
Increased
82
Reduced
84
Closed
26
Calls
$785K
Puts
$78K
Net Calls
+$707K
Net Calls Change
+$588K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$340M
2
AA
2
Advisory Alpha
Michigan
$43.6M
3
CFG
3
Compton Financial Group
Maryland
$35.7M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$4.05B
5
Stifel Financial
5
Stifel Financial
Missouri
$136M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$27M
2
IAA
2
Independent Advisor Alliance
North Carolina
$693K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.73M
4
State Street
4
State Street
Massachusetts
$88.5M
5
KW
5
KWB Wealth
California
$5.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
101
RFG Advisory
Alabama
$1.22M +$1.22M +55,532 New
HGA
102
Hobbs Group Advisors
South Carolina
$1.22M -$736K -33,381 -38%
BCM
103
Brookstone Capital Management
Illinois
$1.21M +$547K +24,824 +83%
FPCP
104
Fort Point Capital Partners
California
$1.18M -$131K -5,962 -10%
AWAU
105
Alliance Wealth Advisors (Utah)
Utah
$1.11M +$14.3K +650 +1%
EL
106
EWA LLC
Pennsylvania
$1.1M -$18.3K -828 -2%
BIA
107
Bell Investment Advisors
California
$1.07M -$72.8K -3,302 -6%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$1.06M -$243K -11,033 -19%
FAIM
109
Financial Advocates Investment Management
Washington
$1.04M +$98.1K +4,450 +10%
TC
110
Trilogy Capital
California
$1.04M +$28K +1,268 +3%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$994K -$1.08M -49,162 -52%
Bank of New York Mellon
112
Bank of New York Mellon
New York
$993K -$139K -6,289 -12%
AWM
113
AE Wealth Management
Kansas
$978K +$83.2K +3,771 +9%
CFAM
114
Center For Asset Management
Florida
$940K +$363K +16,482 +63%
DLHL
115
Donald L. Hagan LLC
Florida
$937K -$17K -772 -2%
GC
116
Guidance Capital
Kentucky
$933K -$391K -17,939 -30%
CICC
117
Capital Investment Counsel (Colorado)
Colorado
$920K -$232K -10,535 -20%
Comerica Bank
118
Comerica Bank
Texas
$912K +$94.9K +4,303 +12%
CM
119
Columbus Macro
Pennsylvania
$870K -$35.8K -1,624 -4%
MWM
120
Meridian Wealth Management
Kentucky
$854K -$413K -18,723 -33%
SIA
121
Strategic Investment Advisors
Michigan
$826K +$8.82K +400 +1%
PTC
122
Private Trust Company
Ohio
$800K +$278K +12,611 +53%
AF
123
Allworth Financial
California
$788K -$74.6K -3,418 -9%
GS
124
GTS Securities
New York
$773K +$773K +35,069 New
JWM
125
JPL Wealth Management
Colorado
$733K +$234K +10,629 +47%
3 4
5
6 7