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

Ameritas Advisory Services’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	$19.4K	Buy	+869	New	+$19.4K	﹤0.01%	1381
2025 Q3	–	Sell	-800	Closed	-$17.7K	–	2822
2025 Q2	$17.7K	Buy	+800	New	+$17.4K	﹤0.01%	1793
2023 Q2	–	Sell	-825	Closed	-$18.3K	–	2251
2023 Q1	$18.3K	Buy	+825	New	+$18.2K	﹤0.01%	1689

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

Ameritas Advisory Services's SPMB Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026: 869 shares worth $19.4K. The stake represents ﹤0.01% of the portfolio and ranks #1381 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in SPMB as recently as Q2 2025.

Ameritas Advisory Services first reported a position in SPMB in Q1 2023 and has held it in 3 quarters since. 257 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Ameritas Advisory Services held 869 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $19.4K as of Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Ameritas Advisory Services position in Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1381 holding.
Ameritas Advisory Services first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2023 and has held it in 3 quarters since.
257 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.