Atria Investments’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Atria Investments’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	$782K	Sell	35,062 -2,552	-7%	-$56.9K	0.01%	1251
2026 Q1	$842K	Buy	37,614 +532	+1%	+$12K	0.01%	1156
2025 Q4	$831K	Buy	37,082 +166	+0.4%	+$3.74K	0.01%	1169
2025 Q3	$828K	Sell	36,916 -84,176	-70%	-$1.86M	0.01%	1148
2025 Q2	$2.68M	Sell	121,092 -18,335	-13%	-$400K	0.03%	609
2025 Q1	$3.07M	Buy	139,427 +51,522	+59%	+$1.12M	0.04%	539
2024 Q4	$1.89M	Buy	87,905 +49,355	+128%	+$1.08M	0.02%	697
2024 Q3	$869K	Sell	38,550 -3,702	-9%	-$82.2K	0.01%	1042
2024 Q2	$911K	Buy	+42,252	New	+$903K	0.01%	983
2017 Q1	–	Sell	-13,400	Closed	-$352K	–	717
2016 Q4	$352K	Buy	13,400 +645	+5%	+$17.2K	0.03%	422
2016 Q3	$347K	Sell	12,755 -776	-6%	-$21.1K	0.03%	375
2016 Q2	$367K	Buy	13,531 +3,686	+37%	+$99.9K	0.04%	328
2016 Q1	$268K	Buy	+9,845	New	+$266K	0.03%	370

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 $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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

Atria Investments's SPMB Position: Q2 2026 in Review

Atria Investments reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 6.8% in Q2 2026, selling an estimated $56.9K and leaving 35,062 shares worth $782K. The position accounts for 0.01% of the portfolio, ranked #1251.

Atria Investments first reported a position in SPMB in Q1 2016 and has held it in 13 quarters since. The position peaked at $3.07M in Q1 2025. 258 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Atria Investments held 35,062 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $782K as of Q2 2026.
Atria Investments sold 2,552 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $56.9K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1251 holding.
Atria Investments first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2016 and has held it in 13 quarters since.
Atria Investments's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $3.07M in Q1 2025.
258 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.