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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$4.07B +$14.8M +677,246 +0.4%
LPL Financial
2
LPL Financial
California
$360M +$18.9M +865,512 +6%
Stifel Financial
3
Stifel Financial
Missouri
$172M +$35.7M +1,637,143 +27%
BEI
4
Benjamin Edwards Inc
Missouri
$138M +$27M +1,238,442 +25%
State Street
5
State Street
Massachusetts
$129M +$40.2M +1,843,991 +46%
CIM
6
Confluence Investment Management
Missouri
$104M +$12.3M +566,093 +14%
Ameriprise
7
Ameriprise
Minnesota
$61.2M +$2.49M +114,123 +4%
CI
8
CX Institutional
Indiana
$49.4M +$9.01M +413,078 +23%
AA
9
Advisory Alpha
Michigan
$46.1M +$2.35M +107,653 +5%
Bank of America
10
Bank of America
North Carolina
$45.8M -$2.18M -100,188 -5%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$45.5M +$7.59M +348,140 +20%
CFG
12
Compton Financial Group
Maryland
$41.2M +$5.26M +241,486 +15%
SFC
13
Strategic Financial Concepts
Texas
$41.2M +$40.6M +1,862,493 New
AssetMark Inc
14
AssetMark Inc
California
$34.6M +$1.06M +48,546 +3%
ZIG
15
Zurich Insurance Group
Switzerland
$32.7M
Morgan Stanley
16
Morgan Stanley
New York
$32M +$328K +15,057 +1%
JP Morgan Chase
17
JP Morgan Chase
New York
$27.8M +$259K +11,873 +1%
Wells Fargo
18
Wells Fargo
California
$27.1M +$695K +31,901 +3%
HCC
19
Hirtle Callaghan & Co
Pennsylvania
$25.8M
SA
20
Sanctuary Advisors
Indiana
$20.5M +$342K +15,664 +2%
LFPWM
21
Leicht Financial Planning & Wealth Management
New Jersey
$19M +$1.62M +74,112 +9%
FLA
22
Financial Life Advisors
Texas
$18.2M +$918K +42,122 +5%
BlackRock
23
BlackRock
New York
$18.2M +$4.72M +216,687 +36%
LJAC
24
L.J. Altfest & Co
New York
$17.9M +$490K +22,461 +3%
DJSG
25
D.J. St. Germain
Massachusetts
$14.3M +$284K +13,008 +2%

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.