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Certified Advisory Corp’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Certified Advisory Corp’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 		– Sell
-415,543
Closed -$9.3M – 338
2026
Q1 		$9.3M Buy
415,543
+15,456
+4% +$348K 0.83% 36
2025
Q4 		$8.97M Buy
400,087
+16,083
+4% +$362K 0.82% 38
2025
Q3 		$8.62M Buy
384,004
+11,628
+3% +$257K 0.82% 39
2025
Q2 		$8.23M Buy
372,376
+18,294
+5% +$399K 0.86% 38
2025
Q1 		$7.81M Buy
354,082
+9,462
+3% +$206K 0.88% 36
2024
Q4 		$7.43M Buy
344,620
+12,643
+4% +$277K 0.81% 40
2024
Q3 		$7.48M Buy
331,977
+13,036
+4% +$290K 0.83% 38
2024
Q2 		$6.88M Buy
318,941
+10,433
+3% +$223K 0.86% 34
2024
Q1 		$6.7M Buy
308,508
+25,068
+9% +$544K 0.93% 28
2023
Q4 		$6.26M Sell
283,440
-12,521
-4% -$263K 0.95% 25
2023
Q3 		$5.67M Buy
295,961
+18,501
+7% +$396K 1.04% 22
2023
Q2 		$6.08M Buy
277,460
+34,984
+14% +$771K 1.12% 20
2023
Q1 		$5.38M Buy
242,476
+106,818
+79% +$2.36M 0.96% 24
2022
Q4 		$2.94M Buy
135,658
+44,499
+49% +$960K 0.58% 47
2022
Q3 		$1.96M Buy
91,159
+74,893
+460% +$1.7M 0.45% 64
2022
Q2 		$372K Sell
16,266
-4,271
-21% -$98.3K 0.08% 161
2022
Q1 		$492K Sell
20,537
-130,172
-86% -$3.2M 0.1% 152
2021
Q4 		$3.83M Sell
150,709
-9,376
-6% -$239K 0.84% 30
2021
Q3 		$4.12M Buy
160,085
+15,244
+11% +$394K 1% 26
2021
Q2 		$3.75M Buy
144,841
+8,584
+6% +$222K 0.94% 26
2021
Q1 		$3.53M Buy
+136,257
New +$3.58M 0.92% 24
2020
Q2 		$2M Buy
74,580
+13,078
+21% +$350K 0.66% 37
2020
Q1 		$1.64M Buy
61,502
+22,868
+59% +$601K 0.65% 32
2019
Q4 		$1.01M Buy
38,634
+19,140
+98% +$501K 0.32% 76
2019
Q3 		$512K Buy
19,494
+15,242
+358% +$399K 0.18% 106
2019
Q2 		$111K Buy
+4,252
New +$110K 0.04% 223

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

Certified Advisory Corp's SPMB Position: Q2 2026 in Review

Certified Advisory Corp sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026, closing a stake of 415,543 shares — an estimated $9.3M sold.

Certified Advisory Corp first reported a position in SPMB in Q2 2019 and held it in 26 quarters. The position peaked at $9.3M in Q1 2026. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Certified Advisory Corp reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Certified Advisory Corp sold 415,543 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $9.3M.
  • Certified Advisory Corp first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2019 and held it in 26 quarters.
  • Certified Advisory Corp's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $9.3M 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 Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.