State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
223 hedge funds and large institutions have $5.9B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 84 increasing their positions, 85 reducing their positions, and 26 closing their positions.
906% more call options, than puts
Call options by funds: $785K | Put options by funds: $78K
21% more funds holding in top 10
Funds holding in top 10: 14 → 17 (+3)
12% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 26
5% more capital invested
Capital invested by funds: $5.61B → $5.9B (+$290M)
0% less funds holding
Funds holding: 224 → 223 (-1)
0.93% less ownership
Funds ownership: 99.68% → 98.75% (-0.93%)
1% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 85
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$46.8M |
| 2 |
AA
Advisory Alpha
Holland,
Michigan
|
+$43M |
| 3 |
CFG
Compton Financial Group
Towson,
Maryland
|
+$35.2M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$18.8M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$24.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.4M |
| 3 |
State Street
Boston,
Massachusetts
|
-$8.82M |
| 4 |
KW
KWB Wealth
Redlands,
California
|
-$6.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$5.85M |
SPMB Hedge Fund Activity: Q1 2025 in Review
223 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q1 2025, worth a combined $5.9B — up 5.2% from $5.61B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SPMB positions and 26 closed out — a net gain of 3 holders — while 84 added to existing stakes and 85 trimmed.
The largest buyer was LPL Financial, adding an estimated $46.8M. The largest seller was Independent Advisor Alliance, cutting an estimated $24.1M.
- 223 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q1 2025, down from 224 in Q4 2024.
- Funds reported $5.9B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q1 2025, up 5.2% quarter-over-quarter.
- 29 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q1 2025 and 26 closed out, a net change of +3 holders.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q1 2025 was LPL Financial, an estimated $46.8M added.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $24.1M sold.
Based on aggregated 13F filings for Q1 2025.