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State Street SPDR Portfolio Mortgage Backed Bond ETF

227 hedge funds and large institutions have $6.08B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 99 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

43% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 69

2% more capital invested

Capital invested by funds: $5.99B → $6.08B (+$97.5M)

1% more funds holding

Funds holding: 225227 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

2.25% less ownership

Funds ownership: 96.82%94.57% (-2.2%)

Holders
227
Holders Change
+2
Holders Change %
+0.89%
% of All Funds
2.98%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
28
Increased
99
Reduced
69
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
151
Acropolis Investment Management
Missouri
$320K
CM
152
Columbus Macro
Pennsylvania
$317K -$53.2K -2,402 -15%
BTWM
153
Baker Tilly Wealth Management
Wisconsin
$310K -$18.6K -841 -6%
DWM
154
Diversify Wealth Management
Utah
$286K -$134K -6,072 -32%
VAG
155
VisionPoint Advisory Group
Texas
$271K +$267K +12,069 New
LAS
156
Legacy Advisory Services
Pennsylvania
$269K +$2.48K +112 +0.9%
LBC
157
Lowe Brockenbrough & Co
Virginia
$269K
GWP
158
Gateway Wealth Partners
Wisconsin
$267K +$263K +11,904 New
GVAG
159
Great Valley Advisor Group
Delaware
$246K +$9.87K +446 +4%
OWCM
160
One Wealth Capital Management
Arizona
$245K +$11.4K +515 +5%
AWM
161
Apollon Wealth Management
South Carolina
$244K -$186K -8,425 -44%
DE
162
Diversified Enterprises
Delaware
$243K +$5.91K +267 +3%
LA
163
LexAurum Advisors
Kansas
$238K +$20.3K +918 +9%
BCWM
164
Bartlett & Co Wealth Management
Ohio
$232K
HighTower Advisors
165
HighTower Advisors
Illinois
$219K +$8.85K +400 +4%
LFAS
166
Level Four Advisory Services
Texas
$216K -$8.05K -364 -4%
LWM
167
Liberty Wealth Management
California
$215K +$212K +9,600 New
HFO
168
Heritage Family Offices
Arizona
$210K
AWM
169
Alterna Wealth Management
Texas
$204K -$16.4K -741 -8%
S
170
Sachetta
Massachusetts
$204K +$41.2K +1,861 +26%
Fidelity Investments
171
Fidelity Investments
Massachusetts
$199K +$73K +3,300 +59%
CWP
172
Concord Wealth Partners
Virginia
$133K -$60.3K -2,727 -31%
US Bancorp
173
US Bancorp
Minnesota
$118K
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$103K +$102K +4,610 New
MWPCG
175
Measured Wealth Private Client Group
New Hampshire
$101K +$99.7K +4,504 New