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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

27% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 77

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

1% more capital invested

Capital invested by funds: $5.9B → $5.99B (+$83.2M)

1% more funds holding

Funds holding: 223225 (+2)

1.93% less ownership

Funds ownership: 98.75%96.82% (-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
+2
Holders Change %
+0.9%
% of All Funds
2.96%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.14%
New
25
Increased
98
Reduced
77
Closed
21
Calls
$327K
Puts
$497K
Net Calls
-$170K
Net Calls Change
-$877K
Name Holding Trade Value Shares
Change
Change in
Stake
CM
151
Columbus Macro
Pennsylvania
$365K -$500K -22,939 -58%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$353K +$45.3K +2,077 +15%
AG
153
Ascent Group
Virginia
$340K -$23K -1,054 -6%
WAP
154
Wealthcare Advisory Partners
Pennsylvania
$336K +$741 +34 +0.2%
MWM
155
Modera Wealth Management
New Jersey
$332K +$610 +28 +0.2%
FM
156
Foster & Motley
Ohio
$329K
BTWM
157
Baker Tilly Wealth Management
Wisconsin
$324K -$148K -6,800 -32%
MML Investors Services
158
MML Investors Services
Massachusetts
$323K +$50.6K +2,320 +19%
AIM
159
Acropolis Investment Management
Missouri
$320K +$17.4K +800 +6%
MFG
160
Merit Financial Group
Georgia
$299K -$1.02M -46,582 -77%
LBC
161
Lowe Brockenbrough & Co
Virginia
$265K
LAS
162
Legacy Advisory Services
Pennsylvania
$263K +$2.38K +109 +0.9%
DE
163
Diversified Enterprises
Delaware
$234K -$28.3K -1,298 -11%
GVAG
164
Great Valley Advisor Group
Delaware
$232K +$229K +10,514 New
OWCM
165
One Wealth Capital Management
Arizona
$230K -$1.59K -73 -0.7%
BCWM
166
Bartlett & Co Wealth Management
Ohio
$229K
VW
167
Vance Wealth
California
$224K +$221K +10,149 New
LCC
168
Lincoln Capital Corp
Rhode Island
$221K
LFAS
169
Level Four Advisory Services
Texas
$221K -$2.09K -96 -1%
AWM
170
Alterna Wealth Management
Texas
$218K -$9.42K -432 -4%
AWA
171
Acorn Wealth Advisors
Michigan
$217K
LA
172
LexAurum Advisors
Kansas
$214K
HighTower Advisors
173
HighTower Advisors
Illinois
$207K +$204K +9,366 New
HFO
174
Heritage Family Offices
Arizona
$206K
CWP
175
Concord Wealth Partners
Virginia
$191K -$46.7K -2,144 -20%

SPMB Hedge Fund Activity: Q2 2025 in Review

225 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q2 2025, worth a combined $5.99B — up 1.4% from $5.9B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SPMB positions and 21 closed out — a net gain of 4 holders — while 98 added to existing stakes and 77 trimmed.

The largest buyer was Strategic Financial Concepts, opening a new position worth an estimated $40.6M. The largest seller was TownSquare Capital, cutting an estimated $119M.

  • 225 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q2 2025, up from 223 in Q1 2025.
  • Funds reported $5.99B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q2 2025, up 1.4% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q2 2025 and 21 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q2 2025 was Strategic Financial Concepts, an estimated $40.6M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q2 2025 was TownSquare Capital, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2025.