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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

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:

1.93% less ownership

Funds ownership: 98.74%96.8% (-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
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
CM
151
Columbus Macro
Pennsylvania
$365K
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$353K
AG
153
Ascent Group
Virginia
$340K
WAP
154
Wealthcare Advisory Partners
Pennsylvania
$336K
MWM
155
Modera Wealth Management
New Jersey
$332K
FM
156
Foster & Motley
Ohio
$329K
BTWM
157
Baker Tilly Wealth Management
Wisconsin
$324K
MML Investors Services
158
MML Investors Services
Massachusetts
$323K
AIM
159
Acropolis Investment Management
Missouri
$320K
MFG
160
Merit Financial Group
Georgia
$299K
LBC
161
Lowe Brockenbrough & Co
Virginia
$265K
LAS
162
Legacy Advisory Services
Pennsylvania
$263K
DE
163
Diversified Enterprises
Delaware
$234K
GVAG
164
Great Valley Advisor Group
Delaware
$232K
OWCM
165
One Wealth Capital Management
Arizona
$230K
BCWM
166
Bartlett & Co Wealth Management
Ohio
$229K
VW
167
Vance Wealth
California
$224K
LCC
168
Lincoln Capital Corp
Rhode Island
$221K
LFAS
169
Level Four Advisory Services
Texas
$221K
AWM
170
Alterna Wealth Management
Texas
$218K
AWA
171
Acorn Wealth Advisors
Michigan
$217K
LA
172
LexAurum Advisors
Kansas
$214K
HighTower Advisors
173
HighTower Advisors
Illinois
$207K
HFO
174
Heritage Family Offices
Arizona
$206K
CWP
175
Concord Wealth Partners
Virginia
$191K