CacheTech boosted its stake in SPDR Portfolio Mortgage Backed Bond ETF (SPMB) by 29.1% in the first quarter, reaching 106,495 shares valued at about $2.38 million, with other institutions also expanding their positions in the fund. It also increased its position in Vanguard Large-Cap ETF (VV) by 97.6% in the quarter to 26,378 shares worth roughly $7.88 million, making VV about 1.5% of CacheTech’s portfolio and its 21st-largest holding. CacheTech acquired 16,679 shares of First Solar (FSLR) in the first quarter, valued at about $3.29 million, signaling a tilt toward solar exposure. In iShares MSCI South Korea ETF (EWY), CacheTech reduced its stake by 11.4% in the quarter to 152,034 shares, valued around $18.70 million. The filings reflect broader market activity, with other large investors adjusting positions in these securities during the period. Overall, CacheTech appears to be actively rebalancing its portfolio across large-cap, fixed income-related ETFs and selective equity exposure through 13F filings.