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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

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:

1.93% less ownership

Funds ownership: 98.74%96.8% (-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
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
S
176
Sachetta
Massachusetts
$160K
FDW
177
Fourth Dimension Wealth
Ohio
$133K
TPW
178
Talon Private Wealth
Florida
$125K
Fidelity Investments
179
Fidelity Investments
Massachusetts
$123K
US Bancorp
180
US Bancorp
Minnesota
$116K
Jones Financial Companies
181
Jones Financial Companies
Missouri
$114K
AAP
182
Arax Advisory Partners
Colorado
$106K
CAWM
183
Capital A Wealth Management
Pennsylvania
$102K
T
184
Transce3nd
Texas
$88K
SPIA
185
Steward Partners Investment Advisory
New York
$83.7K
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$83K
NA
187
NewEdge Advisors
Louisiana
$68.4K
ACA
188
Aptus Capital Advisors
Alabama
$68.3K
CFD
189
Creative Financial Designs
Indiana
$47.9K
SWM
190
Spire Wealth Management
Virginia
$44.8K
AUB
191
Atlantic Union Bankshares
Virginia
$38.5K
FWP
192
FAS Wealth Partners
Kansas
$38.3K
OSAM
193
O'Shaughnessy Asset Management
Connecticut
$37.5K
CBT
194
Crews Bank & Trust
Florida
$36.5K
CA
195
CoreCap Advisors
Michigan
$26.7K
AC
196
AlphaCore Capital
California
$25.4K
RFS
197
Richardson Financial Services
Massachusetts
$23.2K
AAS
198
Ameritas Advisory Services
Nebraska
$17.7K
AA
199
Ancora Advisors
Ohio
$16.7K
HI
200
Harbour Investments
Wisconsin
$14.7K