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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
BCM
101
Brookstone Capital Management
Illinois
$1.23M +$7.26K +328 +0.6%
VT
102
Vise Technologies
New York
$1.21M +$649K +29,331 +120%
ATPW
103
Ashton Thomas Private Wealth
Arizona
$1.18M +$1.16M +52,637 New
FPCP
104
Fort Point Capital Partners
California
$1.18M -$203K -9,171 -15%
UCFA
105
United Capital Financial Advisors
Texas
$1.12M -$339K -15,327 -23%
IAA
106
Independent Advisor Alliance
North Carolina
$1.04M +$91.2K +4,123 +10%
SHJ
107
Sharkey, Howes & Javer
Colorado
$1.03M -$1.48M -66,682 -59%
CFAM
108
Center For Asset Management
Florida
$1.03M +$440K +19,902 +77%
GC
109
Guidance Capital
Kentucky
$1.02M +$16.7K +754 +2%
BA
110
Bristlecone Advisors
Washington
$1.01M +$995K +44,967 New
BIA
111
Bell Investment Advisors
California
$986K -$58.3K -2,636 -6%
DLHL
112
Donald L. Hagan LLC
Florida
$967K +$11.2K +505 +1%
AF
113
Allworth Financial
California
$923K +$111K +5,017 +14%
USCWA
114
U.S. Capital Wealth Advisors
Texas
$901K -$4.52M -204,219 -84%
Bank of New York Mellon
115
Bank of New York Mellon
New York
$848K -$117K -5,268 -12%
CICC
116
Capital Investment Counsel (Colorado)
Colorado
$837K -$46.2K -2,087 -5%
ASN
117
Advisory Services Network
Georgia
$834K +$68.2K +3,081 +9%
AI
118
Atria Investments
North Carolina
$828K -$1.86M -84,176 -70%
SIA
119
Strategic Investment Advisors
Michigan
$811K -$665K -30,068 -84%
JWM
120
JPL Wealth Management
Colorado
$797K +$730 +33 +0.1%
NG
121
Norden Group
Utah
$734K +$11.9K +538 +2%
MWM
122
Meridian Wealth Management
Kentucky
$722K -$123K -5,557 -15%
GRP
123
Global Retirement Partners
California
$713K +$30.6K +1,383 +5%
GSWM
124
Golden State Wealth Management
California
$670K +$144K +6,498 +28%
IA
125
IFP Advisors
Florida
$653K -$101K -4,563 -14%