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SPDR Portfolio Mortgage Backed Bond ETF

222 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 26 funds opening new positions, 96 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:

1.57% less ownership

Funds ownership: 98.2%96.63% (-1.6%)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

34% less call options, than puts

Call options by funds: $327K | Put options by funds: $497K

Holders
222
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
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$353K
AG
152
Ascent Group
Virginia
$340K
WAP
153
Wealthcare Advisory Partners
Pennsylvania
$336K
MWM
154
Modera Wealth Management
New Jersey
$332K
FM
155
Foster & Motley
Ohio
$329K
BTWM
156
Baker Tilly Wealth Management
Wisconsin
$324K
MML Investors Services
157
MML Investors Services
Massachusetts
$323K
AIM
158
Acropolis Investment Management
Missouri
$320K
MFG
159
Merit Financial Group
Georgia
$299K
LBC
160
Lowe Brockenbrough & Co
Virginia
$265K
LAS
161
Legacy Advisory Services
Pennsylvania
$263K
DE
162
Diversified Enterprises
Delaware
$234K
GVAG
163
Great Valley Advisor Group
Delaware
$232K
OWCM
164
One Wealth Capital Management
Arizona
$230K
BCWM
165
Bartlett & Co Wealth Management
Ohio
$229K
VW
166
Vance Wealth
California
$224K
LCC
167
Lincoln Capital Corp
Rhode Island
$221K
LFAS
168
Level Four Advisory Services
Texas
$221K
AWM
169
Alterna Wealth Management
Texas
$218K
AWA
170
Acorn Wealth Advisors
Michigan
$217K
LA
171
LexAurum Advisors
Kansas
$214K
HighTower Advisors
172
HighTower Advisors
Illinois
$207K
HFO
173
Heritage Family Offices
Arizona
$206K
CWP
174
Concord Wealth Partners
Virginia
$191K
S
175
Sachetta
Massachusetts
$160K