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State Street SPDR Portfolio Mortgage Backed Bond ETF

225 hedge funds and large institutions have $5.99B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 98 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:

1.93% less ownership

Funds ownership: 98.74%96.8% (-1.9%)

34% less call options, than puts

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

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
225
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
GRP
126
Global Retirement Partners
California
$672K
P
127
&Partners
Tennessee
$591K
WA
128
WBH Advisory
Maryland
$590K
NCM
129
Northwest Capital Management
Oregon
$569K
CFAM
130
Center For Asset Management
Florida
$560K
VT
131
Vise Technologies
New York
$541K
EB
132
Eastern Bank
Massachusetts
$537K
PIA
133
Perennial Investment Advisors
California
$521K
GSWM
134
Golden State Wealth Management
California
$516K
CWM
135
Congress Wealth Management
Massachusetts
$488K
LGW
136
Leslie Global Wealth
Illinois
$482K
BFA
137
Bragg Financial Advisors
North Carolina
$479K
BAM
138
Belpointe Asset Management
Nevada
$468K
QCM
139
Quantinno Capital Management
New York
$455K
GS
140
GTS Securities
New York
$452K
FNWA
141
Financial Network Wealth Advisors
Utah
$441K
WAG
142
Wallace Advisory Group
California
$430K
AWM
143
Apollon Wealth Management
South Carolina
$427K
CFG
144
Carr Financial Group
Massachusetts
$422K
MAFA
145
MJT & Associates Financial Advisory
Minnesota
$416K
DWM
146
Diversify Wealth Management
Utah
$414K
ETC
147
Exchange Traded Concepts
Oklahoma
$409K
RCS
148
Retirement Capital Strategies
California
$400K
IAN
149
Integrated Advisors Network
Texas
$399K
GWM
150
GK Wealth Management
Nevada
$368K