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SPDR Portfolio Mortgage Backed Bond ETF

222 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 26 funds opening new positions, 96 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:

1.57% less ownership

Funds ownership: 98.2%96.63% (-1.6%)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

34% less call options, than puts

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

Holders
222
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
P
126
&Partners
Tennessee
$591K
WA
127
WBH Advisory
Maryland
$590K
NCM
128
Northwest Capital Management
Oregon
$569K
CFAM
129
Center For Asset Management
Florida
$560K
VT
130
Vise Technologies
New York
$541K
EB
131
Eastern Bank
Massachusetts
$537K
PIA
132
Perennial Investment Advisors
California
$521K
GSWM
133
Golden State Wealth Management
California
$516K
CWM
134
Congress Wealth Management
Massachusetts
$488K
LGW
135
Leslie Global Wealth
Illinois
$482K
BFA
136
Bragg Financial Advisors
North Carolina
$479K
BAM
137
Belpointe Asset Management
Nevada
$468K
QCM
138
Quantinno Capital Management
New York
$455K
GS
139
GTS Securities
New York
$452K
FNWA
140
Financial Network Wealth Advisors
Utah
$441K
WAG
141
Wallace Advisory Group
California
$430K
AWM
142
Apollon Wealth Management
South Carolina
$427K
CFG
143
Carr Financial Group
Massachusetts
$422K
MAFA
144
MJT & Associates Financial Advisory
Minnesota
$416K
DWM
145
Diversify Wealth Management
Utah
$414K
ETC
146
Exchange Traded Concepts
Oklahoma
$409K
RCS
147
Retirement Capital Strategies
California
$400K
IAN
148
Integrated Advisors Network
Texas
$399K
GWM
149
GK Wealth Management
Nevada
$368K
CM
150
Columbus Macro
Pennsylvania
$365K