SPMB icon

SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

220 hedge funds and large institutions have $5.87B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
2.99%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.22%
New
30
Increased
82
Reduced
84
Closed
26
Calls
$785K
Puts
$78K
Net Calls
+$707K
Net Calls Change
+$588K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$340M
2
AA
2
Advisory Alpha
Michigan
$43.6M
3
CFG
3
Compton Financial Group
Maryland
$35.7M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$4.05B
5
Stifel Financial
5
Stifel Financial
Missouri
$136M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$27M
2
IAA
2
Independent Advisor Alliance
North Carolina
$693K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.73M
4
State Street
4
State Street
Massachusetts
$88.5M
5
KW
5
KWB Wealth
California
$5.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
176
Fidelity Investments
Massachusetts
$163K +$88.4K +4,008 +119%
HCP
177
Hexagon Capital Partners
Arkansas
$148K +$39.2K +1,779 +36%
FDW
178
Fourth Dimension Wealth
Ohio
$138K -$44.1K -1,999 -24%
EWA
179
EP Wealth Advisors
California
$112K -$42.7K -1,938 -28%
AAP
180
Arax Advisory Partners
Colorado
$106K +$106K +4,797 New
T
181
Transce3nd
Texas
$92.3K -$5.71K -259 -6%
SWM
182
Spire Wealth Management
Virginia
$85.5K -$26.5K -1,204 -24%
SPIA
183
Steward Partners Investment Advisory
New York
$83.5K +$80.4K +3,648 +2,624%
ACA
184
Aptus Capital Advisors
Alabama
$68.1K -$11.7K -530 -15%
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$58.9K +$58.9K +2,672 +267,200%
Jones Financial Companies
186
Jones Financial Companies
Missouri
$50.3K +$5.37K +244 +12%
CIAS
187
Capital Investment Advisory Services
North Carolina
$47.4K +$7.78K +353 +20%
US Bancorp
188
US Bancorp
Minnesota
$41.9K – – –
SSB
189
Sandy Spring Bank
Maryland
$38.5K – – –
FWP
190
FAS Wealth Partners
Kansas
$37.9K -$8.78K -398 -19%
CBT
191
Crews Bank & Trust
Florida
$36.4K -$71.7K -3,250 -66%
CA
192
CoreCap Advisors
Michigan
$32.3K -$41.7K -1,889 -56%
S
193
Sachetta
Massachusetts
$29.7K +$110 +5 +0.4%
RFS
194
Richardson Financial Services
Massachusetts
$28.2K -$6.11K -277 -18%
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$27.1K +$27.1K +1,243 New
GFPC
196
Global Financial Private Client
Florida
$24.8K – – –
NA
197
NewEdge Advisors
Louisiana
$23.9K +$23.9K +1,085 New
MPWT
198
MassMutual Private Wealth & Trust
Connecticut
$20.2K – – –
William Blair & Company
199
William Blair & Company
Illinois
$18.5K -$21.7K -982 -54%
HFS
200
Hughes Financial Services
Virginia
$17.5K +$17.5K +792 New
6 7
8
9 10