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State Street SPDR Portfolio Mortgage Backed Bond ETF

227 hedge funds and large institutions have $6.08B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 99 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

43% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 69

2% more capital invested

Capital invested by funds: $5.99B → $6.08B (+$97.5M)

1% more funds holding

Funds holding: 225227 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

2.25% less ownership

Funds ownership: 96.82%94.57% (-2.2%)

Holders
227
Holders Change
+2
Holders Change %
+0.89%
% of All Funds
2.98%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
28
Increased
99
Reduced
69
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$4.17B +$36.9M +1,667,127 +0.9%
LPL Financial
2
LPL Financial
California
$410M +$43.9M +1,981,971 +12%
Stifel Financial
3
Stifel Financial
Missouri
$159M -$15.9M -718,918 -9%
BEI
4
Benjamin Edwards Inc
Missouri
$130M -$10.1M -456,315 -7%
CIM
5
Confluence Investment Management
Missouri
$94.7M -$11.2M -505,397 -11%
Ameriprise
6
Ameriprise
Minnesota
$68.1M +$6.01M +271,777 +10%
State Street
7
State Street
Massachusetts
$66.3M -$64.2M -2,902,415 -50%
CI
8
CX Institutional
Indiana
$59.8M +$9.46M +427,648 +19%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$50M +$3.75M +169,472 +8%
AA
10
Advisory Alpha
Michigan
$49.3M +$2.44M +110,048 +5%
Bank of America
11
Bank of America
North Carolina
$49.1M +$2.54M +114,796 +6%
CFG
12
Compton Financial Group
Maryland
$43M +$1.22M +55,268 +3%
SFC
13
Strategic Financial Concepts
Texas
$43M +$1.22M +55,268 +3%
AssetMark Inc
14
AssetMark Inc
California
$37.2M +$2.08M +94,186 +6%
Morgan Stanley
15
Morgan Stanley
New York
$36.4M +$3.86M +174,517 +12%
ZIG
16
Zurich Insurance Group
Switzerland
$33.2M
HCC
17
Hirtle Callaghan & Co
Pennsylvania
$29.2M
JP Morgan Chase
18
JP Morgan Chase
New York
$27M -$1.25M -56,351 -4%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$22.6M +$15.4M +695,167 +224%
SA
20
Sanctuary Advisors
Indiana
$21.6M +$778K +35,156 +4%
FLA
21
Financial Life Advisors
Texas
$19.7M +$1.17M +52,985 +6%
LFPWM
22
Leicht Financial Planning & Wealth Management
New Jersey
$19.1M -$203K -9,165 -1%
LJAC
23
L.J. Altfest & Co
New York
$18.7M +$499K +22,568 +3%
DJSG
24
D.J. St. Germain
Massachusetts
$14.4M -$113K -5,094 -0.8%
SFM
25
Signet Financial Management
New Jersey
$13.9M +$1.18M +53,178 +9%