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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.

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
IAA
1
Independent Advisor Alliance
North Carolina
$693K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.73M
3
State Street
3
State Street
Massachusetts
$88.5M
4
KW
4
KWB Wealth
California
$5.81M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$4.05B 183,658,709 +864,292 +0.5%
LPL Financial
2
LPL Financial
California
$340M 15,416,905 +2,152,458 +16%
Stifel Financial
3
Stifel Financial
Missouri
$136M 6,160,763 +651,668 +12%
TC
4
TownSquare Capital
Utah
$124M 5,641,415 +128,886 +2%
BEI
5
Benjamin Edwards Inc
Missouri
$110M 4,997,010 +629,073 +14%
CIM
6
Confluence Investment Management
Missouri
$91.8M 4,161,523 +234,676 +6%
State Street
7
State Street
Massachusetts
$88.5M 4,014,155 -405,580 -9%
Ameriprise
8
Ameriprise
Minnesota
$58.5M 2,654,235 +227,244 +9%
Bank of America
9
Bank of America
North Carolina
$47.9M 2,171,530 +17,875 +0.8%
AA
10
Advisory Alpha
Michigan
$43.6M 1,978,820 +1,978,820 New
CI
11
CX Institutional
Indiana
$40.2M 1,822,471 -143,715 -7%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$37.7M 1,710,232 +27,159 +2%
CFG
13
Compton Financial Group
Maryland
$35.7M 1,621,007 +1,621,007 New
AssetMark Inc
14
AssetMark Inc
California
$33.4M 1,516,233 +64,477 +4%
ZIG
15
Zurich Insurance Group
Switzerland
$32.7M 1,482,295 – –
Morgan Stanley
16
Morgan Stanley
New York
$31.6M 1,432,972 -30,308 -2%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$27.5M 1,247,856 -151,979 -11%
HCC
18
Hirtle Callaghan & Co
Pennsylvania
– – – –
Wells Fargo
19
Wells Fargo
California
$26.4M 1,196,415 -9,426 -0.8%
LFPWM
20
Leicht Financial Planning & Wealth Management
New Jersey
$17.4M 787,344 +40,180 +5%
LJAC
21
L.J. Altfest & Co
New York
$17.3M 786,676 +40,202 +5%
FLA
22
Financial Life Advisors
Texas
$17.3M 783,551 +40,394 +5%
PAG
23
Private Advisor Group
New Jersey
$16.2M 735,465 +33,275 +5%
DJSG
24
D.J. St. Germain
Massachusetts
$13.9M 631,802 -5,269 -0.8%
BlackRock
25
BlackRock
New York
$13.4M 605,551 -67,934 -10%
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