Commonwealth Equity Services’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Commonwealth Equity Services’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	$2.12M	Sell	94,559 -1,634	-2%	-$36.8K	﹤0.01%	1962
2025 Q4	$2.16M	Buy	96,193 +14,293	+17%	+$322K	﹤0.01%	1909
2025 Q3	$1.84M	Buy	81,900 +254	+0.3%	+$5.62K	﹤0.01%	2068
2025 Q2	$1.8M	Buy	81,646 +4,164	+5%	+$90.8K	﹤0.01%	2059
2025 Q1	$1.71M	Sell	77,482 -8,834	-10%	-$192K	﹤0.01%	2035
2024 Q4	$1.86M	Buy	86,316 +7,447	+9%	+$163K	﹤0.01%	1925
2024 Q3	$1.78M	Sell	78,869 -3,926	-5%	-$87.2K	﹤0.01%	1892
2024 Q2	$1.79M	Buy	82,795 +9,168	+12%	+$196K	﹤0.01%	1865
2024 Q1	$1.6M	Buy	73,627 +9,508	+15%	+$206K	﹤0.01%	1920
2023 Q4	$1.42M	Buy	64,119 +5,116	+9%	+$108K	﹤0.01%	1923
2023 Q3	$1.23M	Sell	59,003 -297,884	-83%	-$6.38M	﹤0.01%	1931
2023 Q2	$7.82M	Buy	+356,887	New	+$7.86M	0.02%	805
2023 Q1	–	Sell	-9,388	Closed	-$203K	–	3854
2022 Q4	$203K	Buy	9,388 +11	+0.1%	+$237	﹤0.01%	3224
2022 Q3	$201K	Buy	+9,377	New	+$213K	﹤0.01%	3177
2020 Q3	–	Sell	-8,914	Closed	-$238K	–	3123
2020 Q2	$238K	Sell	8,914 -13,693	-61%	-$367K	﹤0.01%	2461
2020 Q1	$603K	Sell	22,607 -408,489	-95%	-$10.7M	﹤0.01%	1578
2019 Q4	$11.3M	Buy	431,096 +411,931	+2,149%	+$10.8M	0.04%	379
2019 Q3	$503K	Buy	19,165 +5,000	+35%	+$131K	﹤0.01%	1821
2019 Q2	$370K	Buy	+14,165	New	+$366K	﹤0.01%	2034
2018 Q2	–	Sell	-10,028	Closed	-$257K	–	2808
2018 Q1	$257K	Buy	+10,028	New	+$257K	﹤0.01%	2189
2016 Q3	–	Sell	-32,512	Closed	-$886K	–	2301
2016 Q2	$886K	Buy	32,512 +12	+0%	+$325	0.01%	1048
2016 Q1	$884K	Buy	+32,500	New	+$879K	0.01%	1011

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

Commonwealth Equity Services's SPMB Position: Q1 2026 in Review

Commonwealth Equity Services reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 1.7% in Q1 2026, selling an estimated $36.8K and leaving 94,559 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

Commonwealth Equity Services first reported a position in SPMB in Q1 2016 and has held it in 22 quarters since. The position peaked at $11.3M in Q4 2019. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

Commonwealth Equity Services held 94,559 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $2.12M as of Q1 2026.
Commonwealth Equity Services sold 1,634 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $36.8K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1962 holding.
Commonwealth Equity Services first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2016 and has held it in 22 quarters since.
Commonwealth Equity Services's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $11.3M in Q4 2019.
240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.