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 Q2	$643K	Buy	28,804 +5,010	+21%	+$112K	0.02%	266
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 $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

Bragg Financial Advisors's SPMB Position: Q2 2026 in Review

Bragg Financial Advisors increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 21% in Q2 2026, buying an estimated $112K and bringing the position to 28,804 shares worth $643K. The position accounts for 0.02% of the portfolio, ranked #266.

Bragg Financial Advisors first reported a position in SPMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $717K in Q1 2025. 258 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Bragg Financial Advisors held 28,804 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $643K as of Q2 2026.
Bragg Financial Advisors bought 5,010 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $112K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.02% of Bragg Financial Advisors's portfolio in Q2 2026, its #266 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 7 quarters since.
Bragg Financial Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $717K 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 Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.