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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

219 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 23 funds opening new positions, 96 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
2.94%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.15%
New
23
Increased
96
Reduced
77
Closed
21
Calls
$327K
Puts
$497K
Net Calls
-$170K
Net Calls Change
-$877K

Top Buyers

1
SFC
Strategic Financial Concepts
Texas
$41.2M
2
State Street
State Street
Massachusetts
$129M
3
Stifel Financial
Stifel Financial
Missouri
$172M
4
BEI
Benjamin Edwards Inc
Missouri
$138M
5
LPL Financial
LPL Financial
California
$360M

Top Sellers

1
TC
TownSquare Capital
Utah
$3.56M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$25.8M
3
PCIA
Prime Capital Investment Advisors
Kansas
$786K
4
LGW
Leslie Global Wealth
Illinois
$482K
5
KW
KWB Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
126
Northwest Capital Management
Oregon
$569K -$54.7K -2,473 -9%
CFAM
127
Center For Asset Management
Florida
$560K -$359K -16,645 -39%
VT
128
Vise Technologies
New York
$541K +$541K +24,489 New
EB
129
Eastern Bank
Massachusetts
$537K -$2.49M -112,681 -82%
PIA
130
Perennial Investment Advisors
California
$521K +$8.2K +371 +2%
GSWM
131
Golden State Wealth Management
California
$516K -$10.6K -478 -2%
CWM
132
Congress Wealth Management
Massachusetts
$488K -$5.02K -227 -1%
LGW
133
Leslie Global Wealth
Illinois
$482K -$7.46M -337,417 -94%
BFA
134
Bragg Financial Advisors
North Carolina
$479K -$240K -10,852 -33%
BAM
135
Belpointe Asset Management
Nevada
$468K +$101K +4,556 +27%
QCM
136
Quantinno Capital Management
New York
$455K +$455K +20,597 New
GS
137
GTS Securities
New York
$452K -$323K -14,614 -42%
FNWA
138
Financial Network Wealth Advisors
Utah
$441K -$17.9K -810 -4%
WAG
139
Wallace Advisory Group
California
$430K -$1.06K -48 -0.2%
AWM
140
Apollon Wealth Management
South Carolina
$427K +$3.12K +141 +0.7%
CFG
141
Carr Financial Group
Massachusetts
$422K -$29.2K -1,319 -6%
MAFA
142
MJT & Associates Financial Advisory
Minnesota
$416K -$30.6K -1,383 -7%
DWM
143
Diversify Wealth Management
Utah
$414K -$130K -5,898 -24%
ETC
144
Exchange Traded Concepts
Oklahoma
$409K +$409K +18,486 New
RCS
145
Retirement Capital Strategies
California
$400K +$8.73K +395 +2%
IAN
146
Integrated Advisors Network
Texas
$399K +$76.8K +3,473 +24%
GWM
147
GK Wealth Management
Nevada
$368K -$6.17K -279 -2%
CM
148
Columbus Macro
Pennsylvania
$365K -$507K -22,939 -58%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$353K +$45.9K +2,077 +15%
AG
150
Ascent Group
Virginia
$340K -$23.3K -1,054 -6%
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