ACA
SPMB icon

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

Aptus Capital Advisors’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 		$304K Buy
13,622
+10,928
+406% +$244K ﹤0.01% 943
2026
Q1 		$60.3K Hold
2,694
– – ﹤0.01% 1250
2025
Q4 		$60.4K Sell
2,694
-559
-17% -$12.6K ﹤0.01% 1264
2025
Q3 		$73K Buy
3,253
+164
+5% +$3.63K ﹤0.01% 1171
2025
Q2 		$68.3K Hold
3,089
– – ﹤0.01% 1134
2025
Q1 		$68.1K Sell
3,089
-530
-15% -$11.5K ﹤0.01% 1068
2024
Q4 		$78K Buy
3,619
+2,067
+133% +$45.3K ﹤0.01% 1047
2024
Q3 		$35K Buy
1,552
+221
+17% +$4.91K ﹤0.01% 970
2024
Q2 		$28.7K Buy
1,331
+32
+2% +$684 ﹤0.01% 947
2024
Q1 		$28.2K Sell
1,299
-193
-13% -$4.19K ﹤0.01% 941
2023
Q4 		$32.9K Sell
1,492
-2,022
-58% -$42.5K ﹤0.01% 716
2023
Q3 		$73.1K Buy
+3,514
New +$75.3K ﹤0.01% 652
2023
Q1 		– Sell
-1,455
Closed -$31.6K – 887
2022
Q4 		$31.6K Hold
1,455
– – ﹤0.01% 626
2022
Q3 		$31K Sell
1,455
-17
-1% -$386 ﹤0.01% 587
2022
Q2 		$34K Sell
1,472
-3,460
-70% -$79.7K ﹤0.01% 499
2022
Q1 		$118K Buy
+4,932
New +$121K ﹤0.01% 456

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

Aptus Capital Advisors's SPMB Position: Q2 2026 in Review

Aptus Capital Advisors increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 406% in Q2 2026, buying an estimated $244K and bringing the position to 13,622 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Aptus Capital Advisors first reported a position in SPMB in Q1 2022 and has held it in 16 quarters since. 255 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Aptus Capital Advisors held 13,622 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $304K as of Q2 2026.
  • Aptus Capital Advisors bought 10,928 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $244K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #943 holding.
  • Aptus Capital Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • 255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.