Dynamic Advisor Solutions’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Dynamic Advisor Solutions’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 Q3	$2.5M	Sell	118,144 -2,721	-2%	-$59.5K	0.07%	272
2026 Q2	$2.7M	Sell	120,865 -1,590	-1%	-$35.5K	0.08%	259
2026 Q1	$2.74M	Buy	122,455 +1,391	+1%	+$31.3K	0.09%	246
2025 Q4	$2.71M	Buy	121,064 +5,478	+5%	+$123K	0.09%	240
2025 Q3	$2.59M	Sell	115,586 -1,541	-1%	-$34.1K	0.08%	264
2025 Q2	$2.59M	Sell	117,127 -2,769	-2%	-$60.4K	0.08%	249
2025 Q1	$2.64M	Buy	119,896 +5,621	+5%	+$122K	0.09%	235
2024 Q4	$2.46M	Sell	114,275 -3,719	-3%	-$81.4K	0.11%	182
2024 Q3	$2.66M	Sell	117,994 -7,902	-6%	-$175K	0.08%	255
2024 Q2	$2.72M	Sell	125,896 -5,806	-4%	-$124K	0.09%	257
2024 Q1	$2.86M	Buy	131,702 +589	+0.4%	+$12.8K	0.1%	249
2023 Q4	$2.86M	Buy	+131,113	New	+$2.76M	0.11%	234

Other funds holding SPMB

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FLA

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dynamic Advisor Solutions's SPMB Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 2.3% in Q3 2026, selling an estimated $59.5K and leaving 118,144 shares worth $2.5M. The position accounts for 0.07% of the portfolio, ranked #272.

Dynamic Advisor Solutions first reported a position in SPMB in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.86M in Q1 2024. 40 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

Dynamic Advisor Solutions held 118,144 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $2.5M as of Q3 2026.
Dynamic Advisor Solutions sold 2,721 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2026, an estimated $59.5K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.07% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #272 holding.
Dynamic Advisor Solutions first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2023 and has held it in 12 quarters since.
Dynamic Advisor Solutions's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $2.86M in Q1 2024.
40 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.