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SPDR Portfolio Mortgage Backed Bond ETF

222 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 26 funds opening new positions, 96 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:

1.57% less ownership

Funds ownership: 98.2%96.63% (-1.6%)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

34% less call options, than puts

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

Holders
222
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
EWM
201
EPG Wealth Management
Georgia
$13.8K
RIA
202
Realta Investment Advisors
Delaware
$11.1K
Citigroup
203
Citigroup
New York
$11.1K
CIAS
204
Capital Investment Advisory Services
North Carolina
$10.7K
CTC
205
Central Trust Company
Missouri
$10.2K
William Blair & Company
206
William Blair & Company
Illinois
$8.46K
SIS
207
Sound Income Strategies
Florida
$8.2K
PS
208
Principal Securities
Iowa
$7.82K
CFP
209
Comprehensive Financial Planning
Pennsylvania
$7.54K
QWM
210
Quaker Wealth Management
New Jersey
$5.37K
RF
211
Rossby Financial
Florida
$4.82K
SWP
212
Strategic Wealth Partners
Ohio
$3.47K
VFIA
213
Virtus Fixed Income Advisers
Connecticut
$2.94K
ACM
214
Anfield Capital Management
California
$2.3K
FFA
215
Founders Financial Alliance
North Carolina
$1.86K
CFS
216
Compass Financial Services
Iowa
$1.58K
GWM
217
Geneos Wealth Management
Colorado
$1.55K
LWMI
218
Legacy Wealth Management (Idaho)
Idaho
$531
LIS
219
Legacy Investment Solutions
Idaho
$531
SS
220
SBI Securities
Japan
$287
HFS
221
Hughes Financial Services
Virginia
$221
SAS
222
Spurstone Advisory Services
Connecticut
$176
HHGA
223
Halbert Hargrove Global Advisors
California
$106
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
$10
KW
225
KWB Wealth
California