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Equitable Holdings’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Equitable Holdings’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 		$13M Buy
581,145
+144,592
+33% +$3.22M 0.08% 236
2026
Q1 		$9.79M Buy
436,553
+9,086
+2% +$205K 0.06% 282
2025
Q4 		$9.58M Buy
427,467
+1,026
+0.2% +$23.1K 0.07% 243
2025
Q3 		$9.57M Buy
426,441
+36,389
+9% +$805K 0.07% 230
2025
Q2 		$8.62M Buy
390,052
+15,165
+4% +$331K 0.07% 225
2025
Q1 		$8.27M Sell
374,887
-74,743
-17% -$1.63M 0.08% 218
2024
Q4 		$9.69M Buy
449,630
+45,699
+11% +$1M 0.09% 182
2024
Q3 		$9.1M Buy
403,931
+8,987
+2% +$200K 0.09% 187
2024
Q2 		$8.52M Sell
394,944
-174,774
-31% -$3.74M 0.09% 179
2024
Q1 		$12.4M Buy
569,718
+77,243
+16% +$1.68M 0.14% 127
2023
Q4 		$10.9M Sell
492,475
-50,785
-9% -$1.07M 0.13% 131
2023
Q3 		$11.3M Buy
543,260
+139,210
+34% +$2.98M 0.16% 110
2023
Q2 		$8.85M Buy
404,050
+26,386
+7% +$581K 0.13% 128
2023
Q1 		$8.38M Buy
+377,664
New +$8.35M 0.13% 124
2022
Q2 		– Sell
-8,643
Closed -$207K – 915
2022
Q1 		$207K Buy
+8,643
New +$213K ﹤0.01% 833

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

Equitable Holdings's SPMB Position: Q2 2026 in Review

Equitable Holdings increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 33% in Q2 2026, buying an estimated $3.22M and bringing the position to 581,145 shares worth $13M. The position accounts for 0.08% of the portfolio, ranked #236.

Equitable Holdings first reported a position in SPMB in Q1 2022 and has held it in 15 quarters since. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Equitable Holdings held 581,145 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $13M as of Q2 2026.
  • Equitable Holdings bought 144,592 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $3.22M.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.08% of Equitable Holdings's portfolio in Q2 2026, its #236 holding.
  • Equitable Holdings first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2022 and has held it in 15 quarters since.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.