Ehrlich Financial Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Ehrlich Financial Group’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	$3.11M	Buy	139,202 +7,712	+6%	+$172K	1.6%	17
2026 Q1	$2.94M	Buy	131,490 +3,834	+3%	+$86.3K	1.69%	18
2025 Q4	$2.86M	Buy	127,656 +1,840	+1%	+$41.4K	1.63%	19
2025 Q3	$2.82M	Buy	125,816 +4,930	+4%	+$109K	1.68%	16
2025 Q2	$2.67M	Buy	120,886 +2,404	+2%	+$52.4K	1.73%	17
2025 Q1	$2.61M	Sell	118,482 -2,006	-2%	-$43.6K	1.9%	14
2024 Q4	$2.6M	Buy	+120,488	New	+$2.64M	1.85%	16

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

Ehrlich Financial Group's SPMB Position: Q2 2026 in Review

Ehrlich Financial Group increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 5.9% in Q2 2026, buying an estimated $172K and bringing the position to 139,202 shares worth $3.11M. The position accounts for 1.6% of the portfolio, ranked #17.

Ehrlich Financial Group first reported a position in SPMB in Q4 2024 and has held it in 7 quarters since. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Ehrlich Financial Group held 139,202 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $3.11M as of Q2 2026.
Ehrlich Financial Group bought 7,712 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $172K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 1.6% of Ehrlich Financial Group's portfolio in Q2 2026, its #17 holding.
Ehrlich Financial Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2024 and has held it in 7 quarters since.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.