Clearwater Capital Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Clearwater Capital 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	$4.95M	Sell	221,864 -14,571	-6%	-$325K	0.36%	38
2026 Q1	$5.29M	Sell	236,435 -97,592	-29%	-$2.2M	0.43%	37
2025 Q4	$7.49M	Sell	334,027 -237,908	-42%	-$5.35M	0.62%	36
2025 Q3	$12.8M	Sell	571,935 -1,624	-0.3%	-$35.9K	1.09%	25
2025 Q2	$12.7M	Sell	573,559 -26,960	-4%	-$588K	1.16%	22
2025 Q1	$13.2M	Sell	600,519 -17,942	-3%	-$390K	1.28%	18
2024 Q4	$13.3M	Buy	618,461 +5,025	+0.8%	+$110K	1.3%	20
2024 Q3	$13.8M	Sell	613,436 -26,814	-4%	-$596K	1.35%	18
2024 Q2	$13.8M	Sell	640,250 -14,622	-2%	-$313K	1.46%	17
2024 Q1	$14.2M	Sell	654,872 -9,077	-1%	-$197K	1.52%	17
2023 Q4	$14.7M	Buy	+663,949	New	+$14M	1.64%	17

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 $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

Clearwater Capital Advisors's SPMB Position: Q2 2026 in Review

Clearwater Capital Advisors reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 6.2% in Q2 2026, selling an estimated $325K and leaving 221,864 shares worth $4.95M. The position accounts for 0.36% of the portfolio, ranked #38.

Clearwater Capital Advisors first reported a position in SPMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.7M in Q4 2023. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Clearwater Capital Advisors held 221,864 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $4.95M as of Q2 2026.
Clearwater Capital Advisors sold 14,571 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $325K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.36% of Clearwater Capital Advisors's portfolio in Q2 2026, its #38 holding.
Clearwater Capital Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2023 and has held it in 11 quarters since.
Clearwater Capital Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $14.7M in Q4 2023.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.