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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

219 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 23 funds opening new positions, 96 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
2.94%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.15%
New
23
Increased
96
Reduced
77
Closed
21
Calls
$327K
Puts
$497K
Net Calls
-$170K
Net Calls Change
-$877K

Top Buyers

1
SFC
Strategic Financial Concepts
Texas
$41.2M
2
State Street
State Street
Massachusetts
$129M
3
Stifel Financial
Stifel Financial
Missouri
$172M
4
BEI
Benjamin Edwards Inc
Missouri
$138M
5
LPL Financial
LPL Financial
California
$360M

Top Sellers

1
TC
TownSquare Capital
Utah
$3.56M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$25.8M
3
PCIA
Prime Capital Investment Advisors
Kansas
$786K
4
LGW
Leslie Global Wealth
Illinois
$482K
5
KW
KWB Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
101
Trilogy Capital
California
$1.19M +$152K +6,883 +15%
AWAU
102
Alliance Wealth Advisors (Utah)
Utah
$1.16M +$47.6K +2,152 +4%
HGA
103
Hobbs Group Advisors
South Carolina
$1.14M -$89K -4,027 -7%
SMF
104
Scott Marsh Financial
Utah
$1.11M +$1.11M +50,375 New
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$1.05M -$8.49K -384 -0.8%
BIA
106
Bell Investment Advisors
California
$1.03M -$39.9K -1,804 -4%
GC
107
Guidance Capital
Kentucky
$975K +$31.1K +1,409 +3%
Bank of New York Mellon
108
Bank of New York Mellon
New York
$952K -$43.1K -1,950 -4%
DLHL
109
Donald L. Hagan LLC
Florida
$942K +$3.01K +136 +0.3%
IAA
110
Independent Advisor Alliance
North Carolina
$937K +$243K +10,976 +35%
MOS
111
MGO One Seven
Ohio
$916K -$1.09M -49,437 -54%
CICC
112
Capital Investment Counsel (Colorado)
Colorado
$870K -$52.4K -2,370 -6%
MWM
113
Meridian Wealth Management
Kentucky
$834K -$21.7K -984 -3%
AF
114
Allworth Financial
California
$798K +$530 +24 +0.1%
SIA
115
Strategic Investment Advisors
Michigan
$793K -$32.8K -1,486 -4%
PCIA
116
Prime Capital Investment Advisors
Kansas
$786K -$12.3M -557,474 -94%
JWM
117
JPL Wealth Management
Colorado
$784K +$49.8K +2,252 +7%
ASN
118
Advisory Services Network
Georgia
$748K +$748K +34,100 New
IA
119
IFP Advisors
Florida
$744K +$19.3K +875 +3%
RA
120
RFG Advisory
Alabama
$727K -$501K -22,651 -41%
AWM
121
AE Wealth Management
Kansas
$722K -$258K -11,687 -26%
NG
122
Norden Group
Utah
$711K +$65K +2,940 +10%
GRP
123
Global Retirement Partners
California
$672K +$672K +30,406 New
P
124
&Partners
Tennessee
$591K +$165K +7,453 +39%
WA
125
WBH Advisory
Maryland
$590K -$7.03K -318 -1%
3 4
5
6 7