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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

27% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 77

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

1% more capital invested

Capital invested by funds: $5.9B → $5.99B (+$83.2M)

1% more funds holding

Funds holding: 223225 (+2)

1.93% less ownership

Funds ownership: 98.75%96.82% (-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
+2
Holders Change %
+0.9%
% of All Funds
2.96%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.14%
New
25
Increased
98
Reduced
77
Closed
21
Calls
$327K
Puts
$497K
Net Calls
-$170K
Net Calls Change
-$877K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
126
Global Retirement Partners
California
$672K +$663K +30,406 New
P
127
&Partners
Tennessee
$591K +$162K +7,453 +39%
WA
128
WBH Advisory
Maryland
$590K -$6.93K -318 -1%
NCM
129
Northwest Capital Management
Oregon
$569K -$53.9K -2,473 -9%
CFAM
130
Center For Asset Management
Florida
$560K -$363K -16,645 -39%
VT
131
Vise Technologies
New York
$541K +$534K +24,489 New
EB
132
Eastern Bank
Massachusetts
$537K -$2.46M -112,681 -82%
PIA
133
Perennial Investment Advisors
California
$521K +$8.09K +371 +2%
GSWM
134
Golden State Wealth Management
California
$516K -$10.4K -478 -2%
CWM
135
Congress Wealth Management
Massachusetts
$488K -$4.95K -227 -1%
LGW
136
Leslie Global Wealth
Illinois
$482K -$7.36M -337,417 -94%
BFA
137
Bragg Financial Advisors
North Carolina
$479K -$237K -10,852 -33%
BAM
138
Belpointe Asset Management
Nevada
$468K +$99.3K +4,556 +27%
QCM
139
Quantinno Capital Management
New York
$455K +$449K +20,597 New
GS
140
GTS Securities
New York
$452K -$319K -14,614 -42%
FNWA
141
Financial Network Wealth Advisors
Utah
$441K -$17.7K -810 -4%
WAG
142
Wallace Advisory Group
California
$430K -$1.05K -48 -0.2%
AWM
143
Apollon Wealth Management
South Carolina
$427K +$3.07K +141 +0.7%
CFG
144
Carr Financial Group
Massachusetts
$422K -$28.8K -1,319 -6%
MAFA
145
MJT & Associates Financial Advisory
Minnesota
$416K -$30.2K -1,383 -7%
DWM
146
Diversify Wealth Management
Utah
$414K -$129K -5,898 -24%
ETC
147
Exchange Traded Concepts
Oklahoma
$409K +$403K +18,486 New
RCS
148
Retirement Capital Strategies
California
$400K +$8.61K +395 +2%
IAN
149
Integrated Advisors Network
Texas
$399K +$75.7K +3,473 +24%
GWM
150
GK Wealth Management
Nevada
$368K -$6.08K -279 -2%

SPMB Hedge Fund Activity: Q2 2025 in Review

225 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q2 2025, worth a combined $5.99B — up 1.4% from $5.9B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SPMB positions and 21 closed out — a net gain of 4 holders — while 98 added to existing stakes and 77 trimmed.

The largest buyer was Strategic Financial Concepts, opening a new position worth an estimated $40.6M. The largest seller was TownSquare Capital, cutting an estimated $119M.

  • 225 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q2 2025, up from 223 in Q1 2025.
  • Funds reported $5.99B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q2 2025, up 1.4% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q2 2025 and 21 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q2 2025 was Strategic Financial Concepts, an estimated $40.6M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q2 2025 was TownSquare Capital, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2025.