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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
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

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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

Dynamic Advisor Solutions's SPMB Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 1.3% in Q2 2026, selling an estimated $35.5K and leaving 120,865 shares worth $2.7M. The position accounts for 0.08% of the portfolio, ranked #259.

Dynamic Advisor Solutions first reported a position in SPMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.86M in Q1 2024. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Dynamic Advisor Solutions held 120,865 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $2.7M as of Q2 2026.
  • Dynamic Advisor Solutions sold 1,590 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $35.5K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.08% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #259 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 11 quarters since.
  • Dynamic Advisor Solutions's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $2.86M in Q1 2024.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.