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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

219 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 23 funds opening new positions, 96 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
2.94%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.15%
New
23
Increased
96
Reduced
77
Closed
21
Calls
$327K
Puts
$497K
Net Calls
-$170K
Net Calls Change
-$877K

Top Buyers

1
SFC
1
Strategic Financial Concepts
Texas
$41.2M
2
State Street
2
State Street
Massachusetts
$129M
3
Stifel Financial
3
Stifel Financial
Missouri
$172M
4
BEI
4
Benjamin Edwards Inc
Missouri
$138M
5
LPL Financial
5
LPL Financial
California
$360M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$3.56M
2
HCC
2
Hirtle Callaghan & Co
Pennsylvania
$25.8M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$786K
4
LGW
4
Leslie Global Wealth
Illinois
$482K
5
KW
5
KWB Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
201
Capital Investment Advisory Services
North Carolina
$10.7K -$36.8K -1,664 -77%
CTC
202
Central Trust Company
Missouri
$10.2K – – –
William Blair & Company
203
William Blair & Company
Illinois
$8.46K -$10.1K -455 -54%
SIS
204
Sound Income Strategies
Florida
$8.2K +$8.2K +371 New
PS
205
Principal Securities
Iowa
$7.82K +$7.38K +334 +1,670%
CFP
206
Comprehensive Financial Planning
Pennsylvania
$7.54K – – –
QWM
207
Quaker Wealth Management
New Jersey
$5.37K +$5.37K +243 New
RF
208
Rossby Financial
Florida
$4.82K – – –
SWP
209
Strategic Wealth Partners
Ohio
$3.47K +$3.47K +157 New
VFIA
210
Virtus Fixed Income Advisers
Connecticut
$2.94K +$2.94K +133 New
ACM
211
Anfield Capital Management
California
$2.3K – – –
FFA
212
Founders Financial Alliance
North Carolina
$1.86K – – –
CFS
213
Compass Financial Services
Iowa
$1.58K +$22 +1 +1%
GWM
214
Geneos Wealth Management
Colorado
$1.55K +$1.55K +70 New
LWMI
215
Legacy Wealth Management (Idaho)
Idaho
$531 – – –
LIS
216
Legacy Investment Solutions
Idaho
$531 +$531 +24 New
SS
217
SBI Securities
Japan
$287 +$221 +10 +333%
HFS
218
Hughes Financial Services
Virginia
$221 -$17.3K -782 -99%
SAS
219
Spurstone Advisory Services
Connecticut
$176 – – –
HHGA
220
Halbert Hargrove Global Advisors
California
$106 – – –
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
$10 -$27.1K -1,243 Closed
KW
222
KWB Wealth
California
– -$5.81M -269,723 Closed
RWM
223
Ritholtz Wealth Management
New York
– -$3.16M -143,353 Closed
SIM
224
Synergy Investment Management
Florida
– -$2.3M -104,423 Closed
ARC
225
Advisor Resource Council
Texas
– -$2.19M -99,404 Closed
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