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CX Institutional’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

CX Institutional’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 		$61M Buy
2,735,565
+62,874
+2% +$1.4M 1.76% 7
2026
Q1 		$59.8M Buy
2,672,691
+21,949
+0.8% +$494K 1.83% 7
2025
Q4 		$59.4M Sell
2,650,742
-12,455
-0.5% -$280K 1.77% 10
2025
Q3 		$59.8M Buy
2,663,197
+427,648
+19% +$9.46M 1.81% 11
2025
Q2 		$49.4M Buy
2,235,549
+413,078
+23% +$9.01M 1.72% 13
2025
Q1 		$40.2M Sell
1,822,471
-143,715
-7% -$3.12M 1.52% 17
2024
Q4 		$42.4M Buy
1,966,186
+635,839
+48% +$13.9M 1.68% 14
2024
Q3 		$30M Buy
1,330,347
+55,154
+4% +$1.22M 1.33% 16
2024
Q2 		$27.5M Sell
1,275,193
-105,606
-8% -$2.26M 1.29% 17
2024
Q1 		$30M Buy
1,380,799
+169,408
+14% +$3.68M 1.44% 14
2023
Q4 		$26.7M Sell
1,211,391
-39,581
-3% -$832K 1.43% 12
2023
Q3 		$26M Buy
1,250,972
+159,086
+15% +$3.41M 1.43% 12
2023
Q2 		$23.9M Sell
1,091,886
-35,150
-3% -$774K 1.24% 11
2023
Q1 		$25M Buy
1,127,036
+96,840
+9% +$2.14M 1.33% 9
2022
Q4 		$22.4M Buy
1,030,196
+85,525
+9% +$1.85M 1.36% 12
2022
Q3 		$20.3M Buy
944,671
+447,051
+90% +$10.2M 1.41% 11
2022
Q2 		$11.4M Sell
497,620
-172,602
-26% -$3.97M 0.86% 24
2022
Q1 		$16.1M Buy
670,222
+206,803
+45% +$5.09M 1.29% 18
2021
Q4 		$11.8M Buy
+463,419
New +$11.8M 0.94% 22

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CX Institutional's SPMB Position: Q2 2026 in Review

CX Institutional increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 2.4% in Q2 2026, buying an estimated $1.4M and bringing the position to 2,735,565 shares worth $61M. The position accounts for 1.76% of the portfolio, ranked #7.

CX Institutional first reported a position in SPMB in Q4 2021 and has held it in 19 quarters since. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • CX Institutional held 2,735,565 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $61M as of Q2 2026.
  • CX Institutional bought 62,874 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $1.4M.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 1.76% of CX Institutional's portfolio in Q2 2026, its #7 holding.
  • CX Institutional first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.