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State Street SPDR Portfolio Mortgage Backed Bond ETF

248 hedge funds and large institutions have $6.26B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 77 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 11

30% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 77

9% more funds holding

Funds holding: 227248 (+21)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

3% more capital invested

Capital invested by funds: $6.08B → $6.26B (+$176M)

0.5% less ownership

Funds ownership: 94.57%94.07% (-0.5%)

Holders
248
Holders Change
+21
Holders Change %
+9.25%
% of All Funds
3.02%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
38
Increased
100
Reduced
77
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$4.23B +$62.1M +2,759,654 +1%
LPL Financial
2
LPL Financial
California
$454M +$44.4M +1,974,582 +11%
Stifel Financial
3
Stifel Financial
Missouri
$170M +$11.8M +523,944 +7%
BEI
4
Benjamin Edwards Inc
Missouri
$137M +$7.65M +340,043 +6%
State Street
5
State Street
Massachusetts
$113M +$46.5M +2,064,451 +70%
CIM
6
Confluence Investment Management
Missouri
$95.5M +$851K +37,799 +0.9%
Ameriprise
7
Ameriprise
Minnesota
$76.4M +$8.32M +369,735 +12%
CI
8
CX Institutional
Indiana
$59.4M -$280K -12,455 -0.5%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$52.4M +$2.43M +108,020 +5%
AA
10
Advisory Alpha
Michigan
$50.6M +$1.35M +60,015 +3%
CFG
11
Compton Financial Group
Maryland
$47M +$4.06M +180,478 +9%
Bank of America
12
Bank of America
North Carolina
$45.9M -$3.12M -138,451 -6%
Morgan Stanley
13
Morgan Stanley
New York
$40.1M +$3.78M +168,114 +10%
AssetMark Inc
14
AssetMark Inc
California
$39M +$1.87M +83,017 +5%
ZIG
15
Zurich Insurance Group
Switzerland
$33.2M
HCC
16
Hirtle Callaghan & Co
Pennsylvania
$31.1M
JP Morgan Chase
17
JP Morgan Chase
New York
$25.8M -$1.14M -50,483 -4%
FPI
18
Financial Plan Inc
Washington
$23.3M +$23.4M +1,037,860 New
Baird Financial Group
19
Baird Financial Group
Wisconsin
$23.1M +$587K +26,099 +3%
SA
20
Sanctuary Advisors
Indiana
$21.9M +$297K +13,179 +1%
FLA
21
Financial Life Advisors
Texas
$21.4M +$1.68M +74,504 +8%
LFPWM
22
Leicht Financial Planning & Wealth Management
New Jersey
$20.5M +$1.44M +64,163 +8%
LJAC
23
L.J. Altfest & Co
New York
$19.1M +$479K +21,274 +3%
SWP
24
Stratos Wealth Partners
Ohio
$17.2M +$8.42M +374,141 +95%
9FG
25
93 Financial Group
Massachusetts
$17M +$17M +756,474 New