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

Continuum 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	$7.7K	Buy	+345	New	+$7.69K	﹤0.01%	1341
2025 Q1	–	Sell	-64	Closed	-$1.38K	–	1908
2024 Q4	$1.38K	Hold	64	–	–	﹤0.01%	1543
2024 Q3	$1.39K	Sell	64 -41	-39%	-$911	﹤0.01%	1558
2024 Q2	$2.27K	Hold	105	–	–	﹤0.01%	1266
2024 Q1	$2.25K	Buy	+105	New	+$2.28K	﹤0.01%	1270

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

Continuum Advisory's SPMB Position: Q2 2026 in Review

Continuum Advisory opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026: 345 shares worth $7.7K. The stake represents ﹤0.01% of the portfolio and ranks #1341 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in SPMB as recently as Q4 2024.

Continuum Advisory first reported a position in SPMB in Q1 2024 and has held it in 5 quarters since. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Continuum Advisory held 345 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $7.7K as of Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Continuum Advisory position in Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1341 holding.
Continuum Advisory first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2024 and has held it in 5 quarters since.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.