EWA LLC’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

EWA LLC’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	$1.96M	Buy	88,003 +5,680	+7%	+$127K	0.36%	42
2026 Q1	$1.84M	Buy	82,323 +17,404	+27%	+$392K	0.42%	37
2025 Q4	$1.46M	Buy	64,919 +9,433	+17%	+$212K	0.36%	44
2025 Q3	$1.25M	Sell	55,486 -5,285	-9%	-$117K	0.34%	41
2025 Q2	$1.34M	Buy	60,771 +11,051	+22%	+$241K	0.42%	36
2025 Q1	$1.1M	Sell	49,720 -828	-2%	-$18K	0.41%	35
2024 Q4	$1.09M	Buy	50,548 +2,001	+4%	+$43.8K	0.41%	31
2024 Q3	$1.05M	Buy	+48,547	New	+$1.08M	0.38%	33

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

EWA LLC's SPMB Position: Q2 2026 in Review

EWA LLC increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 6.9% in Q2 2026, buying an estimated $127K and bringing the position to 88,003 shares worth $1.96M. The position accounts for 0.36% of the portfolio, ranked #42.

EWA LLC first reported a position in SPMB in Q3 2024 and has held it in 8 quarters since. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

EWA LLC held 88,003 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $1.96M as of Q2 2026.
EWA LLC bought 5,680 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $127K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.36% of EWA LLC's portfolio in Q2 2026, its #42 holding.
EWA LLC first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2024 and has held it in 8 quarters since.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.