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

Crewe 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	$48.4K	Buy	2,168 +1,458	+205%	+$32.5K	﹤0.01%	446
2026 Q1	$15.9K	Sell	710 -854	-55%	-$19.2K	﹤0.01%	560
2025 Q4	$35.1K	Buy	1,564 +765	+96%	+$17.2K	﹤0.01%	401
2025 Q3	$17.9K	Buy	+799	New	+$17.7K	﹤0.01%	518
2024 Q3	–	Sell	-499	Closed	-$10.8K	–	963
2024 Q2	$10.8K	Hold	499	–	–	﹤0.01%	676
2024 Q1	$10.8K	Buy	+499	New	+$10.8K	﹤0.01%	609

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

Crewe Advisors's SPMB Position: Q2 2026 in Review

Crewe Advisors increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 205% in Q2 2026, buying an estimated $32.5K and bringing the position to 2,168 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Crewe Advisors first reported a position in SPMB in Q1 2024 and has held it in 6 quarters since. 255 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Crewe Advisors held 2,168 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $48.4K as of Q2 2026.
Crewe Advisors bought 1,458 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $32.5K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #446 holding.
Crewe Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2024 and has held it in 6 quarters since.
255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.