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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

220 hedge funds and large institutions have $5.87B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
2.99%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.22%
New
30
Increased
82
Reduced
84
Closed
26
Calls
$785K
Puts
$78K
Net Calls
+$707K
Net Calls Change
+$588K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$340M
2
AA
2
Advisory Alpha
Michigan
$43.6M
3
CFG
3
Compton Financial Group
Maryland
$35.7M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$4.05B
5
Stifel Financial
5
Stifel Financial
Missouri
$136M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$27M
2
IAA
2
Independent Advisor Alliance
North Carolina
$693K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.73M
4
State Street
4
State Street
Massachusetts
$88.5M
5
KW
5
KWB Wealth
California
$5.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
IFP Advisors
Florida
$723K +$51.8K +2,350 +8%
BFA
127
Bragg Financial Advisors
North Carolina
$717K – – –
PA
128
PFG Advisors
Arizona
$710K +$93.4K +4,237 +15%
IAA
129
Independent Advisor Alliance
North Carolina
$693K -$24.5M -1,109,029 -97%
FWP
130
Forefront Wealth Partners
Texas
$668K +$668K +30,298 New
NG
131
Norden Group
Utah
$645K -$35.9K -1,629 -5%
NCM
132
Northwest Capital Management
Oregon
$622K -$21K -954 -3%
WA
133
WBH Advisory
Maryland
$596K -$2.23K -101 -0.4%
DWM
134
Diversify Wealth Management
Utah
$544K -$135K -6,128 -20%
GSWM
135
Golden State Wealth Management
California
$526K +$169K +7,656 +47%
PIA
136
Perennial Investment Advisors
California
$511K +$32.6K +1,479 +7%
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$509K – – –
ECM
138
Exchange Capital Management
Michigan
$503K -$500K -22,678 -50%
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$503K +$503K +22,794 New
CWM
140
Congress Wealth Management
Massachusetts
$492K +$44 +2 +0%
BTWM
141
Baker Tilly Wealth Management
Wisconsin
$473K -$31.5K -1,429 -6%
SWA
142
Stratos Wealth Advisors
Ohio
$469K +$116K +5,255 +33%
FNWA
143
Financial Network Wealth Advisors
Utah
$458K +$96.4K +4,374 +27%
CFG
144
Carr Financial Group
Massachusetts
$451K -$102K -4,638 -18%
TSS
145
Two Sigma Securities
New York
$449K +$449K +20,355 New
MAFA
146
MJT & Associates Financial Advisory
Minnesota
$446K +$446K +20,225 New
P
147
&Partners
Tennessee
$425K +$67.2K +3,050 +19%
AWM
148
Apollon Wealth Management
South Carolina
$423K +$8.38K +380 +2%
WAG
149
Wallace Advisory Group
California
$421K +$6.85K +318 +2%
RCS
150
Retirement Capital Strategies
California
$390K +$170K +7,729 +78%
4 5
6
7 8