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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

27% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 77

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

1% more capital invested

Capital invested by funds: $5.9B → $5.99B (+$83.2M)

1% more funds holding

Funds holding: 223225 (+2)

1.93% less ownership

Funds ownership: 98.75%96.82% (-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
+2
Holders Change %
+0.9%
% of All Funds
2.96%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.14%
New
25
Increased
98
Reduced
77
Closed
21
Calls
$327K
Puts
$497K
Net Calls
-$170K
Net Calls Change
-$877K
Name Holding Trade Value Shares
Change
Change in
Stake
S
176
Sachetta
Massachusetts
$160K +$129K +5,897 +437%
FDW
177
Fourth Dimension Wealth
Ohio
$133K -$5.58K -256 -4%
TPW
178
Talon Private Wealth
Florida
$125K -$132K -6,076 -52%
Fidelity Investments
179
Fidelity Investments
Massachusetts
$123K -$39.9K -1,828 -25%
US Bancorp
180
US Bancorp
Minnesota
$116K +$73.1K +3,352 +176%
Jones Financial Companies
181
Jones Financial Companies
Missouri
$114K +$63.4K +2,906 +127%
AAP
182
Arax Advisory Partners
Colorado
$106K +$22 +1 +0%
CAWM
183
Capital A Wealth Management
Pennsylvania
$102K +$101K +4,638 New
T
184
Transce3nd
Texas
$88K -$4.4K -202 -5%
SPIA
185
Steward Partners Investment Advisory
New York
$83.7K
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$83K +$70.6K +3,237 +623%
NA
187
NewEdge Advisors
Louisiana
$68.4K +$43.8K +2,008 +185%
ACA
188
Aptus Capital Advisors
Alabama
$68.3K
CFD
189
Creative Financial Designs
Indiana
$47.9K -$243K -11,160 -84%
SWM
190
Spire Wealth Management
Virginia
$44.8K -$40.3K -1,850 -48%
AUB
191
Atlantic Union Bankshares
Virginia
$38.5K +$38K +1,744 New
FWP
192
FAS Wealth Partners
Kansas
$38.3K +$327 +15 +0.9%
OSAM
193
O'Shaughnessy Asset Management
Connecticut
$37.5K -$21.3K -977 -37%
CBT
194
Crews Bank & Trust
Florida
$36.5K
CA
195
CoreCap Advisors
Michigan
$26.7K -$5.58K -256 -17%
AC
196
AlphaCore Capital
California
$25.4K +$21.8K +1,000 +667%
RFS
197
Richardson Financial Services
Massachusetts
$23.2K -$4.88K -224 -18%
AAS
198
Ameritas Advisory Services
Nebraska
$17.7K +$17.4K +800 New
AA
199
Ancora Advisors
Ohio
$16.7K
HI
200
Harbour Investments
Wisconsin
$14.7K +$22 +1 +0.2%

SPMB Hedge Fund Activity: Q2 2025 in Review

225 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q2 2025, worth a combined $5.99B — up 1.4% from $5.9B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SPMB positions and 21 closed out — a net gain of 4 holders — while 98 added to existing stakes and 77 trimmed.

The largest buyer was Strategic Financial Concepts, opening a new position worth an estimated $40.6M. The largest seller was TownSquare Capital, cutting an estimated $119M.

  • 225 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q2 2025, up from 223 in Q1 2025.
  • Funds reported $5.99B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q2 2025, up 1.4% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q2 2025 and 21 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q2 2025 was Strategic Financial Concepts, an estimated $40.6M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q2 2025 was TownSquare Capital, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2025.