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SPDR Portfolio Mortgage Backed Bond ETF

222 hedge funds and large institutions have $5.97B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 96 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:

1.57% less ownership

Funds ownership: 98.2%96.63% (-1.6%)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

34% less call options, than puts

Call options by funds: $327K | Put options by funds: $497K

Holders
222
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
FDW
176
Fourth Dimension Wealth
Ohio
$133K
TPW
177
Talon Private Wealth
Florida
$125K
Fidelity Investments
178
Fidelity Investments
Massachusetts
$123K
US Bancorp
179
US Bancorp
Minnesota
$116K
Jones Financial Companies
180
Jones Financial Companies
Missouri
$114K
AAP
181
Arax Advisory Partners
Colorado
$106K
CAWM
182
Capital A Wealth Management
Pennsylvania
$102K
T
183
Transce3nd
Texas
$88K
SPIA
184
Steward Partners Investment Advisory
New York
$83.7K
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$83K
NA
186
NewEdge Advisors
Louisiana
$68.4K
ACA
187
Aptus Capital Advisors
Alabama
$68.3K
CFD
188
Creative Financial Designs
Indiana
$47.9K
SWM
189
Spire Wealth Management
Virginia
$44.8K
AUB
190
Atlantic Union Bankshares
Virginia
$38.5K
FWP
191
FAS Wealth Partners
Kansas
$38.3K
OSAM
192
O'Shaughnessy Asset Management
Connecticut
$37.5K
CBT
193
Crews Bank & Trust
Florida
$36.5K
CA
194
CoreCap Advisors
Michigan
$26.7K
AC
195
AlphaCore Capital
California
$25.4K
RFS
196
Richardson Financial Services
Massachusetts
$23.2K
AAS
197
Ameritas Advisory Services
Nebraska
$17.7K
AA
198
Ancora Advisors
Ohio
$16.7K
HI
199
Harbour Investments
Wisconsin
$14.7K
PPA
200
Painted Porch Advisors
California
$14.5K