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

Arax Advisory Partners’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	$430K	Buy	19,268 +15,359	+393%	+$342K	﹤0.01%	1734
2026 Q1	$87.5K	Sell	3,909 -815	-17%	-$18.3K	﹤0.01%	1455
2025 Q4	$106K	Buy	+4,724	New	+$106K	﹤0.01%	1313
2025 Q3	–	Sell	-4,798	Closed	-$106K	–	4209
2025 Q2	$106K	Buy	4,798 +1	+0%	+$22	﹤0.01%	910
2025 Q1	$106K	Buy	+4,797	New	+$104K	0.01%	708
2024 Q1	–	Sell	-270	Closed	-$5.96K	–	1386
2023 Q4	$5.96K	Buy	+270	New	+$5.68K	﹤0.01%	848

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

Arax Advisory Partners's SPMB Position: Q2 2026 in Review

Arax Advisory Partners increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 393% in Q2 2026, buying an estimated $342K and bringing the position to 19,268 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Arax Advisory Partners first reported a position in SPMB in Q4 2023 and has held it in 6 quarters since. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Arax Advisory Partners held 19,268 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $430K as of Q2 2026.
Arax Advisory Partners bought 15,359 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $342K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1734 holding.
Arax Advisory Partners first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2023 and has held it in 6 quarters since.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.