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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

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:

1.93% less ownership

Funds ownership: 98.74%96.8% (-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
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
PPA
201
Painted Porch Advisors
California
$14.5K
EWM
202
EPG Wealth Management
Georgia
$13.8K
RIA
203
Realta Investment Advisors
Delaware
$11.1K
Citigroup
204
Citigroup
New York
$11.1K
CIAS
205
Capital Investment Advisory Services
North Carolina
$10.7K
CTC
206
Central Trust Company
Missouri
$10.2K
William Blair & Company
207
William Blair & Company
Illinois
$8.46K
SIS
208
Sound Income Strategies
Florida
$8.2K
PS
209
Principal Securities
Iowa
$7.82K
CFP
210
Comprehensive Financial Planning
Pennsylvania
$7.54K
QWM
211
Quaker Wealth Management
New Jersey
$5.37K
RF
212
Rossby Financial
Florida
$4.82K
SWP
213
Strategic Wealth Partners
Ohio
$3.47K
VFIA
214
Virtus Fixed Income Advisers
Connecticut
$2.94K
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
GWM
219
Geneos Wealth Management
Colorado
$1.55K
Q1WB
220
Quest 10 Wealth Builders
Virginia
$751
LWMI
221
Legacy Wealth Management (Idaho)
Idaho
$531
LIS
222
Legacy Investment Solutions
Idaho
$531
SS
223
SBI Securities
Japan
$287
HFS
224
Hughes Financial Services
Virginia
$221
SAS
225
Spurstone Advisory Services
Connecticut
$176