Advisornet Financial’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Advisornet Financial’s Portfolio SPMB Stock Details SPMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.7K	Hold	479	–	–	﹤0.01%	1564
2026 Q1	$10.7K	Hold	479	–	–	﹤0.01%	1524
2025 Q4	$10.7K	Hold	479	–	–	﹤0.01%	1517
2025 Q3	$10.7K	Buy	+479	New	+$10.6K	﹤0.01%	1495
2021 Q4	–	Sell	-2,178	Closed	-$56K	–	2137
2021 Q3	$56K	Sell	2,178 -69,845	-97%	-$1.8M	﹤0.01%	973
2021 Q2	$1.86M	Sell	72,023 -11,004	-13%	-$285K	0.12%	160
2021 Q1	$2.15M	Sell	83,027 -2,523	-3%	-$66.2K	0.15%	147
2020 Q4	$2.26M	Sell	85,550 -9,023	-10%	-$239K	0.18%	119
2020 Q3	$2.52M	Sell	94,573 -38,651	-29%	-$1.03M	0.22%	104
2020 Q2	$3.57M	Buy	133,224 +18	+0%	+$482	0.29%	77
2020 Q1	$3.56M	Buy	133,206 +3,597	+3%	+$94.5K	0.33%	70
2019 Q4	$3.38M	Sell	129,609 -2,548	-2%	-$66.7K	0.29%	74
2019 Q3	$3.47M	Buy	132,157 +4,345	+3%	+$114K	0.32%	68
2019 Q2	$3.34M	Buy	127,812 +37,310	+41%	+$964K	0.37%	55
2019 Q1	$2.34M	Buy	90,502 +52,557	+139%	+$1.34M	0.29%	84
2018 Q4	$964K	Buy	37,945 +4,419	+13%	+$111K	0.13%	164
2018 Q3	$845K	Buy	+33,526	New	+$848K	0.11%	185

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Advisornet Financial's SPMB Position: Q2 2026 in Review

Advisornet Financial held its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) position steady in Q2 2026 at 479 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Advisornet Financial first reported a position in SPMB in Q3 2018 and has held it in 17 quarters since. The position peaked at $3.57M in Q2 2020. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Advisornet Financial held 479 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $10.7K as of Q2 2026.
Advisornet Financial left its State Street SPDR Portfolio Mortgage Backed Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1564 holding.
Advisornet Financial first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2018 and has held it in 17 quarters since.
Advisornet Financial's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $3.57M in Q2 2020.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.