State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
240 hedge funds and large institutions have $6.43B invested in State Street SPDR Portfolio Mortgage Backed Bond ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 104 increasing their positions, 74 reducing their positions, and 32 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 74
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
3% more capital invested
Capital invested by funds: $6.26B → $6.43B (+$170M)
3% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 32
1.4% less ownership
Funds ownership: 94.07% → 92.68% (-1.4%)
3% less funds holding
Funds holding: 248 → 240 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$71.8M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$33.9M |
| 3 |
State Street
Boston,
Massachusetts
|
+$28.6M |
| 4 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$15.1M |
| 5 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$10.1M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$9.15M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$7.73M |
| 4 |
CFG
Compton Financial Group
Towson,
Maryland
|
-$7.57M |
| 5 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$5.62M |
SPMB Hedge Fund Activity: Q1 2026 in Review
240 institutional investors reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) for Q1 2026, worth a combined $6.43B — up 2.7% from $6.26B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of SPMB and 31 opened new positions — a net loss of 1 holder — while 74 trimmed existing stakes and 104 added.
The largest buyer was LPL Financial, adding an estimated $71.8M. The largest seller was Financial Engines Advisors, cutting an estimated $10.1M.
- 240 institutional investors held State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) as of Q1 2026, down from 248 in Q4 2025.
- Funds reported $6.43B of State Street SPDR Portfolio Mortgage Backed Bond ETF stock for Q1 2026, up 2.7% quarter-over-quarter.
- 31 funds opened new State Street SPDR Portfolio Mortgage Backed Bond ETF positions in Q1 2026 and 32 closed out, a net change of -1 holder.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF buyer in Q1 2026 was LPL Financial, an estimated $71.8M added.
- The largest State Street SPDR Portfolio Mortgage Backed Bond ETF seller in Q1 2026 was Financial Engines Advisors, an estimated $10.1M sold.
Based on aggregated 13F filings for Q1 2026.