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

Bell Investment 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 		$893K Sell
40,035
-283
-0.7% -$6.31K 0.13% 64
2026
Q1 		$903K Sell
40,318
-2,579
-6% -$58.1K 0.14% 61
2025
Q4 		$962K Sell
42,897
-1,020
-2% -$23K 0.15% 58
2025
Q3 		$986K Sell
43,917
-2,636
-6% -$58.3K 0.16% 55
2025
Q2 		$1.03M Sell
46,553
-1,804
-4% -$39.3K 0.18% 55
2025
Q1 		$1.07M Sell
48,357
-3,302
-6% -$71.8K 0.2% 48
2024
Q4 		$1.11M Sell
51,659
-940
-2% -$20.6K 0.21% 48
2024
Q3 		$1.19M Sell
52,599
-958
-2% -$21.3K 0.22% 48
2024
Q2 		$1.16M Sell
53,557
-297
-0.6% -$6.35K 0.23% 49
2024
Q1 		$1.17M Sell
53,854
-2,091
-4% -$45.4K 0.23% 48
2023
Q4 		$1.23M Sell
55,945
-976
-2% -$20.5K 0.25% 46
2023
Q3 		$1.18M Sell
56,921
-2,252
-4% -$48.3K 0.27% 41
2023
Q2 		$1.3M Sell
59,173
-141
-0.2% -$3.11K 0.29% 38
2023
Q1 		$1.32M Sell
59,314
-2,432
-4% -$53.8K 0.31% 36
2022
Q4 		$1.34M Sell
61,746
-1,810
-3% -$39K 0.33% 36
2022
Q3 		$1.36M Sell
63,556
-5,323
-8% -$121K 0.42% 33
2022
Q2 		$1.57M Buy
+68,879
New +$1.59M 0.48% 31
2021
Q4 		$2.04M Sell
80,393
-25,514
-24% -$650K 0.56% 28
2021
Q3 		$2.72M Buy
+105,907
New +$2.74M 0.81% 25

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

Bell Investment Advisors's SPMB Position: Q2 2026 in Review

Bell Investment Advisors reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 0.7% in Q2 2026, selling an estimated $6.31K and leaving 40,035 shares worth $893K. The position accounts for 0.13% of the portfolio, ranked #64.

Bell Investment Advisors first reported a position in SPMB in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.72M in Q3 2021. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Bell Investment Advisors held 40,035 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $893K as of Q2 2026.
  • Bell Investment Advisors sold 283 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $6.31K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.13% of Bell Investment Advisors's portfolio in Q2 2026, its #64 holding.
  • Bell Investment Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $2.72M in Q3 2021.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.