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State Street SPDR Portfolio Mortgage Backed Bond ETF

225 hedge funds and large institutions have $5.99B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 77

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

1% more capital invested

Capital invested by funds: $5.9B → $5.99B (+$83.2M)

1% more funds holding

Funds holding: 223225 (+2)

1.93% less ownership

Funds ownership: 98.75%96.82% (-1.9%)

34% less call options, than puts

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

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
225
Holders Change
+2
Holders Change %
+0.9%
% of All Funds
2.96%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.14%
New
25
Increased
98
Reduced
77
Closed
21
Calls
$327K
Puts
$497K
Net Calls
-$170K
Net Calls Change
-$877K
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
201
Painted Porch Advisors
California
$14.5K +$14.3K +655 New
EWM
202
EPG Wealth Management
Georgia
$13.8K +$13.6K +625 New
Citigroup
203
Citigroup
New York
$11.1K
RIA
204
Realta Investment Advisors
Delaware
$11.1K
CIAS
205
Capital Investment Advisory Services
North Carolina
$10.7K -$36.3K -1,664 -77%
CTC
206
Central Trust Company
Missouri
$10.2K
William Blair & Company
207
William Blair & Company
Illinois
$8.46K -$9.92K -455 -54%
SIS
208
Sound Income Strategies
Florida
$8.2K +$8.09K +371 New
PS
209
Principal Securities
Iowa
$7.82K +$7.28K +334 +1,670%
CFP
210
Comprehensive Financial Planning
Pennsylvania
$7.54K
QWM
211
Quaker Wealth Management
New Jersey
$5.37K +$5.3K +243 New
RF
212
Rossby Financial
Florida
$4.82K
SWP
213
Strategic Wealth Partners
Ohio
$3.47K +$3.42K +157 New
VFIA
214
Virtus Fixed Income Advisers
Connecticut
$2.94K +$2.9K +133 New
TAM
215
Tucker Asset Management
Colorado
$2.37K
ACM
216
Anfield Capital Management
California
$2.3K
FFA
217
Founders Financial Alliance
North Carolina
$1.86K
CFS
218
Compass Financial Services
Iowa
$1.58K +$22 +1 +1%
GWM
219
Geneos Wealth Management
Colorado
$1.55K +$1.53K +70 New
Q1WB
220
Quest 10 Wealth Builders
Virginia
$751
LWMI
221
Legacy Wealth Management (Idaho)
Idaho
$531
LIS
222
Legacy Investment Solutions
Idaho
$531 +$523 +24 New
SS
223
SBI Securities
Japan
$287 +$218 +10 +333%
HFS
224
Hughes Financial Services
Virginia
$221 -$17K -782 -99%
SAS
225
Spurstone Advisory Services
Connecticut
$176

SPMB Hedge Fund Activity: Q2 2025 in Review

225 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q2 2025, worth a combined $5.99B — up 1.4% from $5.9B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SPMB positions and 21 closed out — a net gain of 4 holders — while 98 added to existing stakes and 77 trimmed.

The largest buyer was Strategic Financial Concepts, opening a new position worth an estimated $40.6M. The largest seller was TownSquare Capital, cutting an estimated $119M.

  • 225 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q2 2025, up from 223 in Q1 2025.
  • Funds reported $5.99B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q2 2025, up 1.4% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q2 2025 and 21 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q2 2025 was Strategic Financial Concepts, an estimated $40.6M added.
  • The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q2 2025 was TownSquare Capital, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2025.