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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
Comerica Bank
101
Comerica Bank
Texas
$1.28M +$363K +16,629 +40%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$1.21M -$36.3K -1,667 -3%
BCM
103
Brookstone Capital Management
Illinois
$1.2M -$12.3K -566 -1%
TC
104
Trilogy Capital
California
$1.19M +$150K +6,883 +15%
AWAU
105
Alliance Wealth Advisors (Utah)
Utah
$1.16M +$46.9K +2,152 +4%
HGA
106
Hobbs Group Advisors
South Carolina
$1.14M -$87.8K -4,027 -7%
SMF
107
Scott Marsh Financial
Utah
$1.11M +$1.1M +50,375 New
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$1.05M -$8.37K -384 -0.8%
BIA
109
Bell Investment Advisors
California
$1.03M -$39.3K -1,804 -4%
GC
110
Guidance Capital
Kentucky
$975K +$30.7K +1,409 +3%
Bank of New York Mellon
111
Bank of New York Mellon
New York
$952K -$42.5K -1,950 -4%
DLHL
112
Donald L. Hagan LLC
Florida
$942K +$2.96K +136 +0.3%
IAA
113
Independent Advisor Alliance
North Carolina
$937K +$239K +10,976 +35%
MOS
114
MGO One Seven
Ohio
$916K -$1.08M -49,437 -54%
CICC
115
Capital Investment Counsel (Colorado)
Colorado
$870K -$51.7K -2,370 -6%
MWM
116
Meridian Wealth Management
Kentucky
$834K -$21.5K -984 -3%
AF
117
Allworth Financial
California
$798K +$523 +24 +0.1%
SIA
118
Strategic Investment Advisors
Michigan
$793K -$32.4K -1,486 -4%
PCIA
119
Prime Capital Investment Advisors
Kansas
$786K -$12.2M -557,474 -94%
JWM
120
JPL Wealth Management
Colorado
$784K +$49.1K +2,252 +7%
ASN
121
Advisory Services Network
Georgia
$748K +$743K +34,100 New
IA
122
IFP Advisors
Florida
$744K +$19.1K +875 +3%
RA
123
RFG Advisory
Alabama
$727K -$494K -22,651 -41%
AWM
124
AE Wealth Management
Kansas
$722K -$255K -11,687 -26%
NG
125
Norden Group
Utah
$711K +$64.1K +2,940 +10%

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.