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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

220 hedge funds and large institutions have $5.87B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
2.99%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.22%
New
30
Increased
82
Reduced
84
Closed
26
Calls
$785K
Puts
$78K
Net Calls
+$707K
Net Calls Change
+$588K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$340M
2
AA
2
Advisory Alpha
Michigan
$43.6M
3
CFG
3
Compton Financial Group
Maryland
$35.7M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$4.05B
5
Stifel Financial
5
Stifel Financial
Missouri
$136M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$27M
2
IAA
2
Independent Advisor Alliance
North Carolina
$693K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.73M
4
State Street
4
State Street
Massachusetts
$88.5M
5
KW
5
KWB Wealth
California
$5.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
151
GK Wealth Management
Nevada
$374K -$19.9K -901 -5%
AWS
152
Atria Wealth Solutions
New York
$371K -$113K -5,145 -23%
BAM
153
Belpointe Asset Management
Nevada
$367K +$367K +16,623 New
AG
154
Ascent Group
Virginia
$362K -$108K -4,882 -23%
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$335K +$16.3K +738 +5%
MWM
156
Modera Wealth Management
New Jersey
$331K – – –
FM
157
Foster & Motley
Ohio
$328K – – –
IAN
158
Integrated Advisors Network
Texas
$321K +$321K +14,569 New
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$306K +$306K +13,894 New
AIM
160
Acropolis Investment Management
Missouri
$302K – – –
CFD
161
Creative Financial Designs
Indiana
$294K +$148K +6,697 +101%
MML Investors Services
162
MML Investors Services
Massachusetts
$271K +$59.5K +2,693 +28%
LBC
163
Lowe Brockenbrough & Co
Virginia
$265K – – –
DE
164
Diversified Enterprises
Delaware
$262K +$5.89K +267 +2%
LAS
165
Legacy Advisory Services
Pennsylvania
$260K +$260K +11,786 New
TPW
166
Talon Private Wealth
Florida
$258K +$228K +10,382 +760%
CWP
167
Concord Wealth Partners
Virginia
$238K -$65.8K -2,983 -22%
OWCM
168
One Wealth Capital Management
Arizona
$231K +$221 +10 +0.1%
BCWM
169
Bartlett & Co Wealth Management
Ohio
$228K – – –
AWM
170
Alterna Wealth Management
Texas
$227K -$259K -11,762 -53%
LFAS
171
Level Four Advisory Services
Texas
$222K -$1.08K -49 -0.5%
LCC
172
Lincoln Capital Corp
Rhode Island
$220K -$68.7K -3,116 -24%
AWA
173
Acorn Wealth Advisors
Michigan
$216K – – –
LA
174
LexAurum Advisors
Kansas
$213K +$4.08K +185 +2%
HFO
175
Heritage Family Offices
Arizona
$206K – – –
5 6
7
8 9