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

Astoria Portfolio 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	13,613 +4,188	+44%	+$93.4K	0.05%	271
2026 Q1	$211K	Sell	9,425 -220	-2%	-$4.95K	0.04%	278
2025 Q4	$220K	Buy	+9,645	New	+$217K	0.05%	263
2025 Q1	–	Sell	-42,200	Closed	-$897K	–	258
2024 Q4	$897K	Buy	+42,200	New	+$924K	0.32%	58
2024 Q3	–	Sell	-378,711	Closed	-$8.17M	–	219
2024 Q2	$8.17M	Buy	378,711 +23,037	+6%	+$493K	2.92%	9
2024 Q1	$7.49M	Buy	355,674 +31,643	+10%	+$687K	2.9%	9
2023 Q4	$7.06M	Buy	+324,031	New	+$6.81M	2.86%	8

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

Astoria Portfolio Advisors's SPMB Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 44% in Q2 2026, buying an estimated $93.4K and bringing the position to 13,613 shares worth $304K. The position accounts for 0.05% of the portfolio, ranked #271.

Astoria Portfolio Advisors first reported a position in SPMB in Q4 2023 and has held it in 7 quarters since. The position peaked at $8.17M in Q2 2024. 255 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Astoria Portfolio Advisors held 13,613 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $304K as of Q2 2026.
Astoria Portfolio Advisors bought 4,188 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $93.4K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.05% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #271 holding.
Astoria Portfolio Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2023 and has held it in 7 quarters since.
Astoria Portfolio Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $8.17M in Q2 2024.
255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.