Advisory Alpha’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Advisory Alpha’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	$49.8M	Buy	2,230,802 +63,560	+3%	+$1.42M	1.22%	16
2026 Q1	$48.5M	Sell	2,167,242 -89,294	-4%	-$2.01M	1.33%	16
2025 Q4	$50.6M	Buy	2,256,536 +60,015	+3%	+$1.35M	1.38%	16
2025 Q3	$49.3M	Buy	2,196,521 +110,048	+5%	+$2.44M	1.37%	15
2025 Q2	$46.1M	Buy	2,086,473 +107,653	+5%	+$2.35M	1.44%	14
2025 Q1	$43.6M	Buy	+1,978,820	New	+$43M	1.48%	16

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisory Alpha's SPMB Position: Q2 2026 in Review

Advisory Alpha increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 2.9% in Q2 2026, buying an estimated $1.42M and bringing the position to 2,230,802 shares worth $49.8M. The position accounts for 1.22% of the portfolio, ranked #16.

Advisory Alpha first reported a position in SPMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $50.6M in Q4 2025. 258 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Advisory Alpha held 2,230,802 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $49.8M as of Q2 2026.
Advisory Alpha bought 63,560 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $1.42M.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 1.22% of Advisory Alpha's portfolio in Q2 2026, its #16 holding.
Advisory Alpha first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2025 and has held it in 6 quarters since.
Advisory Alpha's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $50.6M in Q4 2025.
258 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.