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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
SPIA
176
Steward Partners Investment Advisory
New York
$85K
Jones Financial Companies
177
Jones Financial Companies
Missouri
$78.7K -$37K -1,673 -32%
ACA
178
Aptus Capital Advisors
Alabama
$73K +$3.63K +164 +5%
FDW
179
Fourth Dimension Wealth
Ohio
$69.9K -$64.3K -2,904 -48%
PCFFS
180
Pacific Center for Financial Services
California
$69.6K +$68.7K +3,103 New
CA
181
CoreCap Advisors
Michigan
$66.6K +$39K +1,761 +146%
RFP
182
Root Financial Partners
California
$64.8K +$63.9K +2,887 New
CFD
183
Creative Financial Designs
Indiana
$54.1K +$5.31K +240 +11%
NA
184
NewEdge Advisors
Louisiana
$45.1K -$24K -1,085 -35%
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$40.7K +$2.59K +117 +7%
FWP
186
FAS Wealth Partners
Kansas
$39.3K +$332 +15 +0.9%
AUB
187
Atlantic Union Bankshares
Virginia
$39.1K
CBT
188
Crews Bank & Trust
Florida
$37K
SWM
189
Spire Wealth Management
Virginia
$28.2K -$17K -768 -38%
AC
190
AlphaCore Capital
California
$25.8K
RFG
191
REAP Financial Group
Texas
$25.1K +$24.8K +1,119 New
RFS
192
Richardson Financial Services
Massachusetts
$24.8K +$1.11K +50 +5%
AFWM
193
Abich Financial Wealth Management
Virginia
$20.7K +$20.4K +921 New
PS
194
Principal Securities
Iowa
$19.4K +$11.3K +509 +144%
CA
195
Crewe Advisors
Utah
$17.9K +$17.7K +799 New
RFA
196
Register Financial Advisors
Georgia
$17K +$16.8K +757 New
AA
197
Ancora Advisors
Ohio
$16.9K
SIS
198
Sound Income Strategies
Florida
$15.2K +$6.77K +306 +82%
EWM
199
EPG Wealth Management
Georgia
$14K
Citigroup
200
Citigroup
New York
$11.2K