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State Street SPDR Portfolio Mortgage Backed Bond ETF

240 hedge funds and large institutions have $6.43B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 74

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

3% more capital invested

Capital invested by funds: $6.26B → $6.43B (+$170M)

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1.4% less ownership

Funds ownership: 94.07%92.68% (-1.4%)

3% less funds holding

Funds holding: 248240 (-8)

Holders
240
Holders Change
-8
Holders Change %
-3.23%
% of All Funds
2.95%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.16%
New
31
Increased
104
Reduced
74
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
151
Northbridge Financial Group
Florida
$371K -$8.44K -375 -2%
MWM
152
Modera Wealth Management
New Jersey
$358K +$36.4K +1,616 +11%
Jones Financial Companies
153
Jones Financial Companies
Missouri
$351K +$86.7K +3,853 +32%
GVAG
154
Great Valley Advisor Group
Delaware
$338K +$17.5K +779 +5%
AIM
155
Acropolis Investment Management
Missouri
$332K
AG
156
Ascent Group
Virginia
$322K -$30.2K -1,341 -9%
FM
157
Foster & Motley
Ohio
$299K -$33.8K -1,500 -10%
BTWM
158
Baker Tilly Wealth Management
Wisconsin
$296K +$4.64K +206 +2%
WS
159
Wedbush Securities
California
$291K +$13.5K +599 +5%
HighTower Advisors
160
HighTower Advisors
Illinois
$286K +$49.6K +2,203 +21%
CM
161
Columbus Macro
Pennsylvania
$283K -$12.4K -550 -4%
XPN
162
XY Planning Network
Montana
$275K +$278K +12,331 New
HF
163
HRT Financial
New York
$275K -$102K -4,514 -27%
PIA
164
Perennial Investment Advisors
California
$274K +$1.19K +53 +0.4%
LBC
165
Lowe Brockenbrough & Co
Virginia
$269K
DE
166
Diversified Enterprises
Delaware
$261K +$18.7K +830 +8%
LA
167
LexAurum Advisors
Kansas
$259K +$261K +11,574 New
BCWM
168
Bartlett & Co Wealth Management
Ohio
$230K
FIA
169
Foundations Investment Advisors
Arizona
$227K +$228K +10,117 New
AWM
170
Apollon Wealth Management
South Carolina
$217K
OWCM
171
One Wealth Capital Management
Arizona
$216K -$26.1K -1,161 -11%
HWP
172
Hibernia Wealth Partners
Louisiana
$213K +$214K +9,517 New
APA
173
Astoria Portfolio Advisors
New York
$211K -$4.95K -220 -2%
HFO
174
Heritage Family Offices
Arizona
$210K -$17.1K -761 -8%
LFAS
175
Level Four Advisory Services
Texas
$208K +$3.31K +147 +2%