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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 %
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$336K +$751 +34 +0.2%
MWM
152
Modera Wealth Management
New Jersey
$332K +$619 +28 +0.2%
FM
153
Foster & Motley
Ohio
$329K – – –
BTWM
154
Baker Tilly Wealth Management
Wisconsin
$324K -$150K -6,800 -32%
MML Investors Services
155
MML Investors Services
Massachusetts
$323K +$51.3K +2,320 +19%
AIM
156
Acropolis Investment Management
Missouri
$320K +$17.7K +800 +6%
MFG
157
Merit Financial Group
Georgia
$299K -$1.03M -46,582 -77%
LBC
158
Lowe Brockenbrough & Co
Virginia
$265K – – –
LAS
159
Legacy Advisory Services
Pennsylvania
$263K +$2.41K +109 +0.9%
DE
160
Diversified Enterprises
Delaware
$234K -$28.7K -1,298 -11%
GVAG
161
Great Valley Advisor Group
Delaware
$232K +$232K +10,514 New
OWCM
162
One Wealth Capital Management
Arizona
$230K -$1.61K -73 -0.7%
BCWM
163
Bartlett & Co Wealth Management
Ohio
$229K – – –
VW
164
Vance Wealth
California
$224K +$224K +10,149 New
LCC
165
Lincoln Capital Corp
Rhode Island
$221K – – –
LFAS
166
Level Four Advisory Services
Texas
$221K -$2.12K -96 -1%
AWM
167
Alterna Wealth Management
Texas
$218K -$9.55K -432 -4%
AWA
168
Acorn Wealth Advisors
Michigan
$217K – – –
LA
169
LexAurum Advisors
Kansas
$214K – – –
HighTower Advisors
170
HighTower Advisors
Illinois
$207K +$207K +9,366 New
HFO
171
Heritage Family Offices
Arizona
$206K – – –
CWP
172
Concord Wealth Partners
Virginia
$191K -$47.4K -2,144 -20%
S
173
Sachetta
Massachusetts
$160K +$130K +5,897 +437%
FDW
174
Fourth Dimension Wealth
Ohio
$133K -$5.66K -256 -4%
TPW
175
Talon Private Wealth
Florida
$125K -$134K -6,076 -52%
5 6
7
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