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State Street SPDR Portfolio Mortgage Backed Bond ETF

248 hedge funds and large institutions have $6.26B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 77 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

30% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 77

9% more funds holding

Funds holding: 227248 (+21)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

3% more capital invested

Capital invested by funds: $6.08B → $6.26B (+$176M)

0.5% less ownership

Funds ownership: 94.57%94.07% (-0.5%)

Holders
248
Holders Change
+21
Holders Change %
+9.25%
% of All Funds
3.02%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
38
Increased
100
Reduced
77
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Apollon Wealth Management
South Carolina
$217K -$26.5K -1,178 -11%
LFAS
177
Level Four Advisory Services
Texas
$205K -$10.4K -462 -5%
AWM
178
Alterna Wealth Management
Texas
$204K
S
179
Sachetta
Massachusetts
$192K -$11.7K -522 -6%
MWPCG
180
Measured Wealth Private Client Group
New Hampshire
$135K +$34.7K +1,540 +34%
HAS
181
HBW Advisory Services
California
$134K +$135K +5,986 New
CWP
182
Concord Wealth Partners
Virginia
$133K
AAP
183
Arax Advisory Partners
Colorado
$106K +$106K +4,724 New
CFD
184
Creative Financial Designs
Indiana
$99.7K +$45.8K +2,036 +84%
Qube Research & Technologies (QRT)
185
Qube Research & Technologies (QRT)
United Kingdom
$93.6K +$93.9K +4,174 New
SPIA
186
Steward Partners Investment Advisory
New York
$84.9K
PCFFS
187
Pacific Center for Financial Services
California
$69.6K
CA
188
CoreCap Advisors
Michigan
$67.5K +$945 +42 +1%
FDW
189
Fourth Dimension Wealth
Ohio
$66.6K -$3.29K -146 -5%
ACA
190
Aptus Capital Advisors
Alabama
$60.4K -$12.6K -559 -17%
KBFS
191
Kohmann Bosshard Financial Services
Ohio
$58.1K +$58.3K +2,590 New
US Bancorp
192
US Bancorp
Minnesota
$57.8K -$60.2K -2,673 -51%
GWSG
193
GPS Wealth Strategies Group
Colorado
$49.3K -$1.26M -56,098 -96%
RFP
194
Root Financial Partners
California
$46.1K -$18.7K -830 -29%
NA
195
NewEdge Advisors
Louisiana
$45K
OSAM
196
O'Shaughnessy Asset Management
Connecticut
$39.7K -$990 -44 -2%
AUB
197
Atlantic Union Bankshares
Virginia
$39.1K
OC
198
Optima Capital
Oregon
$35.6K +$35.7K +1,586 New
CA
199
Crewe Advisors
Utah
$35.1K +$17.2K +765 +96%
FWP
200
FAS Wealth Partners
Kansas
$34.8K -$4.46K -198 -11%