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Cape Investment Advisory’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Cape Investment Advisory’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 		$13 Buy
+1
New +$22 ﹤0.01% 1445
2026
Q1 		– Sell
-2
Closed -$50 – 1062
2025
Q4 		$50 Buy
2
+1
+100% +$23 ﹤0.01% 1300
2025
Q3 		$34 Buy
+1
New +$22 ﹤0.01% 843

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 $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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

Cape Investment Advisory's SPMB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026: 1 share worth $13. The stake represents ﹤0.01% of the portfolio and ranks #1445 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SPMB as recently as Q4 2025.

Cape Investment Advisory first reported a position in SPMB in Q3 2025 and has held it in 3 quarters since. The position peaked at $50 in Q4 2025. 258 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Cape Investment Advisory held 1 share of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $13 as of Q2 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Cape Investment Advisory position in Q2 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1445 holding.
  • Cape Investment Advisory first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Cape Investment Advisory's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $50 in Q4 2025.
  • 258 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.