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

Bragg Financial 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 Q1	$533K	Buy	23,794 +2,361	+11%	+$53.2K	0.02%	270
2025 Q4	$480K	Sell	21,433 -222	-1%	-$5K	0.02%	278
2025 Q3	$486K	Hold	21,655	–	–	0.02%	267
2025 Q2	$479K	Sell	21,655 -10,852	-33%	-$237K	0.02%	271
2025 Q1	$717K	Hold	32,507	–	–	0.03%	231
2024 Q4	$701K	Buy	+32,507	New	+$712K	0.03%	232

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 $10.1B AUM 14.03% 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

Bragg Financial Advisors's SPMB Position: Q1 2026 in Review

Bragg Financial Advisors increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 11% in Q1 2026, buying an estimated $53.2K and bringing the position to 23,794 shares worth $533K. The position accounts for 0.02% of the portfolio, ranked #270.

Bragg Financial Advisors first reported a position in SPMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $717K in Q1 2025. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

Bragg Financial Advisors held 23,794 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $533K as of Q1 2026.
Bragg Financial Advisors bought 2,361 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $53.2K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.02% of Bragg Financial Advisors's portfolio in Q1 2026, its #270 holding.
Bragg Financial Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2024 and has held it in 6 quarters since.
Bragg Financial Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $717K in Q1 2025.
240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.