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Benjamin Edwards Inc’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Benjamin Edwards Inc’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 		$107M Sell
4,813,580
-1,612,924
-25% -$36M 0.98% 14
2026
Q1 		$144M Buy
6,426,504
+307,324
+5% +$6.92M 1.43% 4
2025
Q4 		$137M Buy
6,119,180
+340,043
+6% +$7.65M 1.52% 5
2025
Q3 		$130M Sell
5,779,137
-456,315
-7% -$10.1M 1.47% 4
2025
Q2 		$138M Buy
6,235,452
+1,238,442
+25% +$27M 1.75% 3
2025
Q1 		$110M Buy
4,997,010
+629,073
+14% +$13.7M 1.54% 4
2024
Q4 		$94.1M Buy
4,367,937
+2,286,465
+110% +$50.1M 1.35% 5
2024
Q3 		$46.9M Buy
2,081,472
+1,807,963
+661% +$40.2M 0.68% 31
2024
Q2 		$5.9M Buy
273,509
+120,705
+79% +$2.58M 1.14% 13
2024
Q1 		$3.32M Buy
152,804
+150,158
+5,675% +$3.26M 0.66% 33
2023
Q4 		$58K Buy
2,646
+356
+16% +$7.49K 0.01% 461
2023
Q3 		$48K Buy
2,290
+71
+3% +$1.52K 0.01% 459
2023
Q2 		$49K Buy
2,219
+6
+0.3% +$132 0.01% 463
2023
Q1 		$49K Sell
2,213
-101,531
-98% -$2.24M 0.01% 463
2022
Q4 		$2.25M Buy
+103,744
New +$2.24M 0.59% 46

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Benjamin Edwards Inc's SPMB Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 25% in Q2 2026, selling an estimated $36M and leaving 4,813,580 shares worth $107M. The position accounts for 0.98% of the portfolio, ranked #14.

Benjamin Edwards Inc first reported a position in SPMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $144M in Q1 2026. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Benjamin Edwards Inc held 4,813,580 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $107M as of Q2 2026.
  • Benjamin Edwards Inc sold 1,612,924 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $36M.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.98% of Benjamin Edwards Inc's portfolio in Q2 2026, its #14 holding.
  • Benjamin Edwards Inc first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Benjamin Edwards Inc's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $144M in Q1 2026.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.