Ausdal Financial Partners’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Ausdal Financial 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 Q1	$438K	Sell	19,571 -744	-4%	-$16.8K	0.02%	636
2025 Q4	$455K	Buy	20,315 +1,746	+9%	+$39.3K	0.02%	585
2025 Q3	$417K	Buy	+18,569	New	+$411K	0.02%	614
2020 Q3	–	Sell	-12,626	Closed	-$338K	–	364
2020 Q2	$338K	Buy	12,626 +358	+3%	+$9.59K	0.11%	186
2020 Q1	$328K	Buy	12,268 +1,359	+12%	+$35.7K	0.12%	187
2019 Q4	$287K	Buy	+10,909	New	+$286K	0.09%	253

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ausdal Financial Partners's SPMB Position: Q1 2026 in Review

Ausdal Financial Partners reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 3.7% in Q1 2026, selling an estimated $16.8K and leaving 19,571 shares worth $438K. The position accounts for 0.02% of the portfolio, ranked #636.

Ausdal Financial Partners first reported a position in SPMB in Q4 2019 and has held it in 6 quarters since. The position peaked at $455K in Q4 2025. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

Ausdal Financial Partners held 19,571 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $438K as of Q1 2026.
Ausdal Financial Partners sold 744 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $16.8K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.02% of Ausdal Financial Partners's portfolio in Q1 2026, its #636 holding.
Ausdal Financial Partners first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2019 and has held it in 6 quarters since.
Ausdal Financial Partners's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $455K in Q4 2025.
240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.