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State Street SPDR Portfolio Mortgage Backed Bond ETF

248 hedge funds and large institutions have $6.26B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 77 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

30% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 77

9% more funds holding

Funds holding: 227248 (+21)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

3% more capital invested

Capital invested by funds: $6.08B → $6.26B (+$176M)

0.5% less ownership

Funds ownership: 94.57%94.07% (-0.5%)

Holders
248
Holders Change
+21
Holders Change %
+9.25%
% of All Funds
3.02%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
38
Increased
100
Reduced
77
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
151
Ascent Group
Virginia
$353K -$15.1K -670 -4%
VAG
152
VisionPoint Advisory Group
Texas
$351K +$81.1K +3,603 +30%
TBF
153
True Blue Financial
Michigan
$335K +$337K +14,962 New
TFP
154
TrueWealth Financial Partners
Washington
$335K +$337K +14,962 New
FM
155
Foster & Motley
Ohio
$333K
AIM
156
Acropolis Investment Management
Missouri
$332K +$7.43K +330 +2%
MWM
157
Modera Wealth Management
New Jersey
$322K -$14.5K -643 -4%
GVAG
158
Great Valley Advisor Group
Delaware
$321K +$75.8K +3,368 +31%
WWA
159
WCG Wealth Advisors
Nevada
$297K +$298K +13,237 New
CM
160
Columbus Macro
Pennsylvania
$296K -$20.4K -906 -6%
BTWM
161
Baker Tilly Wealth Management
Wisconsin
$291K -$18.7K -832 -6%
WS
162
Wedbush Securities
California
$277K +$279K +12,380 New
PIA
163
Perennial Investment Advisors
California
$274K -$183K -8,136 -40%
LAS
164
Legacy Advisory Services
Pennsylvania
$273K +$4.23K +188 +2%
LBC
165
Lowe Brockenbrough & Co
Virginia
$269K
Jones Financial Companies
166
Jones Financial Companies
Missouri
$269K +$191K +8,464 +241%
GWP
167
Gateway Wealth Partners
Wisconsin
$254K -$12.9K -575 -5%
DE
168
Diversified Enterprises
Delaware
$243K
OWCM
169
One Wealth Capital Management
Arizona
$242K -$2.27K -101 -0.9%
AWM
170
Axxcess Wealth Management
California
$241K +$242K +10,764 New
HighTower Advisors
171
HighTower Advisors
Illinois
$237K +$18.4K +816 +8%
BCWM
172
Bartlett & Co Wealth Management
Ohio
$232K
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$230K -$1.22M -54,228 -84%
HFO
174
Heritage Family Offices
Arizona
$227K +$17.1K +761 +8%
APA
175
Astoria Portfolio Advisors
New York
$220K +$217K +9,645 New