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SPDR Portfolio Mortgage Backed Bond ETF
SPMB

Overview Fund Activity

220 hedge funds and large institutions have $5.87B invested in SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
2.99%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.22%
New
30
Increased
82
Reduced
84
Closed
26
Calls
$785K
Puts
$78K
Net Calls
+$707K
Net Calls Change
+$588K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$340M
2
AA
2
Advisory Alpha
Michigan
$43.6M
3
CFG
3
Compton Financial Group
Maryland
$35.7M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$4.05B
5
Stifel Financial
5
Stifel Financial
Missouri
$136M

Top Sellers

1
HCC
1
Hirtle Callaghan & Co
Pennsylvania
$27M
2
IAA
2
Independent Advisor Alliance
North Carolina
$693K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.73M
4
State Street
4
State Street
Massachusetts
$88.5M
5
KW
5
KWB Wealth
California
$5.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
201
Ancora Advisors
Ohio
$16.6K -$22.9K -1,040 -58%
HI
202
Harbour Investments
Wisconsin
$14.7K -$1.04K -47 -7%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$11.5K -$47.7K -2,164 -81%
RIA
204
Realta Investment Advisors
Delaware
$11K -$154 -7 -1%
Citigroup
205
Citigroup
New York
$11K – – –
CTC
206
Central Trust Company
Missouri
$10.2K – – –
CFP
207
Comprehensive Financial Planning
Pennsylvania
$7.52K – – –
PA
208
PSI Advisors
Florida
$5.32K +$5.32K +241 New
RF
209
Rossby Financial
Florida
$4.78K +$4.78K +218 New
AC
210
AlphaCore Capital
California
$3.31K +$3.31K +150 New
ACM
211
Anfield Capital Management
California
$2.29K – – –
FFA
212
Founders Financial Alliance
North Carolina
$1.85K – – –
CFS
213
Compass Financial Services
Iowa
$1.57K +$1.57K +71 New
Q1WB
214
Quest 10 Wealth Builders
Virginia
$750 -$574 -26 -43%
LWMI
215
Legacy Wealth Management (Idaho)
Idaho
$530 – – –
PS
216
Principal Securities
Iowa
$431 – – –
BNP Paribas Financial Markets
217
BNP Paribas Financial Markets
France
$309 +$309 +14 New
SAS
218
Spurstone Advisory Services
Connecticut
$176 +$176 +8 New
HHGA
219
Halbert Hargrove Global Advisors
California
$106 – – –
SS
220
SBI Securities
Japan
$66 +$22 +1 +50%
Citadel Advisors
221
Citadel Advisors
Florida
– -$5.8M -269,225 Closed
OFG
222
OmniStar Financial Group
North Carolina
– -$1.57M -72,735 Closed
GFG
223
Goldstone Financial Group
Illinois
– -$1.26M -58,260 Closed
APA
224
Astoria Portfolio Advisors
New York
– -$897K -42,200 Closed
AIA
225
Acute Investment Advisory
Arizona
– -$688K -31,909 Closed
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