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AlphaCore Capital’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

AlphaCore Capital’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 		$3.35K Hold
150
– – ﹤0.01% 1435
2026
Q1 		$3.36K Sell
150
-1,000
-87% -$22.5K ﹤0.01% 1152
2025
Q4 		$25.8K Hold
1,150
– – ﹤0.01% 1231
2025
Q3 		$25.8K Hold
1,150
– – ﹤0.01% 931
2025
Q2 		$25.4K Buy
1,150
+1,000
+667% +$21.8K ﹤0.01% 891
2025
Q1 		$3.31K Buy
+150
New +$3.26K ﹤0.01% 724

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
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
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AlphaCore Capital's SPMB Position: Q2 2026 in Review

AlphaCore Capital held its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) position steady in Q2 2026 at 150 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

AlphaCore Capital first reported a position in SPMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $25.8K in Q3 2025. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • AlphaCore Capital held 150 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $3.35K as of Q2 2026.
  • AlphaCore Capital 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 AlphaCore Capital's portfolio in Q2 2026, its #1435 holding.
  • AlphaCore Capital first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • AlphaCore Capital's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $25.8K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.