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SPDR Portfolio Mortgage Backed Bond ETF

222 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 26 funds opening new positions, 96 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.57% less ownership

Funds ownership: 98.2%96.63% (-1.6%)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

34% less call options, than puts

Call options by funds: $327K | Put options by funds: $497K

Holders
222
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$327K
Puts
$497K
Net Calls
Net Calls Change

Top Buyers

1 +$41.2M
2 +$40.8M
3 +$36.2M
4
BEI
Benjamin Edwards Inc
Missouri
+$27.4M
5
LPL Financial
LPL Financial
California
+$19.1M

Top Sellers

1 -$121M
2 -$27M
3 -$12.3M
4
LGW
Leslie Global Wealth
Illinois
-$7.46M
5
KW
KWB Wealth
California
-$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$1.21M
BCM
102
Brookstone Capital Management
Illinois
$1.2M
TC
103
Trilogy Capital
California
$1.19M
AWAU
104
Alliance Wealth Advisors (Utah)
Utah
$1.16M
HGA
105
Hobbs Group Advisors
South Carolina
$1.14M
SMF
106
Scott Marsh Financial
Utah
$1.11M
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$1.05M
BIA
108
Bell Investment Advisors
California
$1.03M
GC
109
Guidance Capital
Kentucky
$975K
Bank of New York Mellon
110
Bank of New York Mellon
New York
$952K
DLHL
111
Donald L. Hagan LLC
Florida
$942K
IAA
112
Independent Advisor Alliance
North Carolina
$937K
MOS
113
MGO One Seven
Ohio
$916K
CICC
114
Capital Investment Counsel (Colorado)
Colorado
$870K
MWM
115
Meridian Wealth Management
Kentucky
$834K
AF
116
Allworth Financial
California
$798K
SIA
117
Strategic Investment Advisors
Michigan
$793K
PCIA
118
Prime Capital Investment Advisors
Kansas
$786K
JWM
119
JPL Wealth Management
Colorado
$784K
ASN
120
Advisory Services Network
Georgia
$748K
IA
121
IFP Advisors
Florida
$744K
RA
122
RFG Advisory
Alabama
$727K
AWM
123
AE Wealth Management
Kansas
$722K
NG
124
Norden Group
Utah
$711K
GRP
125
Global Retirement Partners
California
$672K