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

Diversify Advisory 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 Q2	$2.02M	Buy	+91,781	New	+$2.05M	0.03%	408
2026 Q1	–	Sell	-78,816	Closed	-$1.77M	–	764
2025 Q4	$1.77M	Sell	78,816 -2,077	-3%	-$46.7K	0.06%	248
2025 Q3	$1.82M	Sell	80,893 -169	-0.2%	-$3.74K	0.06%	226
2025 Q2	$1.79M	Buy	81,062 +5,606	+7%	+$122K	0.07%	205
2025 Q1	$1.66M	Buy	75,456 +3,646	+5%	+$79.3K	0.1%	143
2024 Q4	$1.53M	Sell	71,810 -3,089	-4%	-$67.6K	0.08%	167
2024 Q3	$1.65M	Buy	74,899 +18,811	+34%	+$418K	0.09%	185
2024 Q2	$1.22M	Sell	56,088 -13,500	-19%	-$289K	0.07%	210
2024 Q1	$1.5M	Buy	+69,588	New	+$1.51M	0.09%	184

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

Diversify Advisory Services's SPMB Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026: 91,781 shares worth $2.02M. The stake represents 0.03% of the portfolio and ranks #408 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SPMB as recently as Q4 2025.

Diversify Advisory Services first reported a position in SPMB in Q1 2024 and has held it in 9 quarters since. 255 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Diversify Advisory Services held 91,781 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $2.02M as of Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Diversify Advisory Services position in Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #408 holding.
Diversify Advisory Services first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2024 and has held it in 9 quarters since.
255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.