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State Street SPDR Portfolio Mortgage Backed Bond ETF

248 hedge funds and large institutions have $6.26B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 77 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

30% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 77

9% more funds holding

Funds holding: 227248 (+21)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

3% more capital invested

Capital invested by funds: $6.08B → $6.26B (+$176M)

0.5% less ownership

Funds ownership: 94.57%94.07% (-0.5%)

Holders
248
Holders Change
+21
Holders Change %
+9.25%
% of All Funds
3.02%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
38
Increased
100
Reduced
77
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
101
Independent Advisor Alliance
North Carolina
$1.07M +$29.8K +1,324 +3%
CFAM
102
Center For Asset Management
Florida
$1.03M +$4.84K +215 +0.5%
GC
103
Guidance Capital
Kentucky
$1.02M +$12.7K +565 +1%
TCP
104
TMB Capital Partners
Arkansas
$964K +$968K +42,996 New
BIA
105
Bell Investment Advisors
California
$962K -$23K -1,020 -2%
HAG
106
HighPoint Advisor Group
Illinois
$898K +$901K +40,050 New
AWM
107
AE Wealth Management
Kansas
$890K -$406K -18,028 -31%
UCFA
108
United Capital Financial Advisors
Texas
$885K -$239K -10,608 -21%
JWM
109
JPL Wealth Management
Colorado
$865K +$69.3K +3,081 +9%
Bank of New York Mellon
110
Bank of New York Mellon
New York
$854K +$7K +311 +0.8%
ASN
111
Advisory Services Network
Georgia
$833K
AI
112
Atria Investments
North Carolina
$831K +$3.74K +166 +0.4%
SIA
113
Strategic Investment Advisors
Michigan
$829K +$700K +31,105 +528%
JRPIM
114
Journey Retirement Planning & Investment Management
Idaho
$826K +$829K +36,852 New
GRP
115
Global Retirement Partners
California
$804K +$91.6K +4,070 +13%
BAM
116
Belpointe Asset Management
Nevada
$800K +$182K +8,084 +29%
WIM
117
Wiregrass Investment Management
Georgia
$792K +$795K +35,323 New
AF
118
Allworth Financial
California
$790K -$132K -5,874 -14%
CICC
119
Capital Investment Counsel (Colorado)
Colorado
$778K -$58.3K -2,590 -7%
GSWM
120
Golden State Wealth Management
California
$754K +$85K +3,778 +13%
NG
121
Norden Group
Utah
$711K -$22.9K -1,017 -3%
SHJ
122
Sharkey, Howes & Javer
Colorado
$692K -$338K -15,007 -33%
USCWA
123
U.S. Capital Wealth Advisors
Texas
$668K -$234K -10,390 -26%
P
124
&Partners
Tennessee
$661K +$47.6K +2,113 +8%
PA
125
PFG Advisors
Arizona
$622K -$2.21M -98,315 -78%