Financial Engines Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Financial Engines Advisors’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	$4.39B	Buy	196,882,687 +8,570,436	+5%	+$191M	7.8%	2
2026 Q1	$4.22B	Sell	188,312,251 -450,485	-0.2%	-$10.1M	8.56%	2
2025 Q4	$4.23B	Buy	188,762,736 +2,759,654	+1%	+$62.1M	8.02%	2
2025 Q3	$4.17B	Buy	186,003,082 +1,667,127	+0.9%	+$36.9M	7.97%	2
2025 Q2	$4.07B	Buy	184,335,955 +677,246	+0.4%	+$14.8M	8.13%	2
2025 Q1	$4.05B	Buy	183,658,709 +864,292	+0.5%	+$18.8M	8.69%	1
2024 Q4	$3.94B	Buy	182,794,417 +6,616,807	+4%	+$145M	8.29%	2
2024 Q3	$3.97B	Buy	176,177,610 +3,398,518	+2%	+$75.5M	8.28%	2
2024 Q2	$3.73B	Buy	172,779,092 +5,432,306	+3%	+$116M	8.28%	1
2024 Q1	$3.63B	Buy	167,346,786 +6,703,952	+4%	+$145M	8.19%	2
2023 Q4	$3.55B	Buy	160,642,834 +2,374,284	+2%	+$49.9M	8.36%	1
2023 Q3	$3.29B	Buy	158,268,550 +8,057,112	+5%	+$173M	8.65%	1
2023 Q2	$3.29B	Buy	150,211,438 +7,120,038	+5%	+$157M	8.35%	1
2023 Q1	$3.17B	Buy	143,091,400 +10,662,730	+8%	+$236M	8.42%	1
2022 Q4	$2.87B	Buy	132,428,670 +4,671,042	+4%	+$101M	8.21%	1
2022 Q3	$2.74B	Buy	127,757,628 +958,545	+0.8%	+$21.8M	8.94%	1
2022 Q2	$2.9B	Sell	126,799,083 -6,115,609	-5%	-$141M	8.83%	1
2022 Q1	$3.18B	Buy	132,914,692 +16,029,675	+14%	+$394M	8.5%	1
2021 Q4	$2.97B	Buy	116,885,017 +9,099,741	+8%	+$232M	7.89%	3
2021 Q3	$2.77B	Buy	107,785,276 +2,114,958	+2%	+$54.6M	8.19%	2
2021 Q2	$2.73B	Buy	105,670,318 +15,386,935	+17%	+$399M	7.93%	3
2021 Q1	$2.34B	Buy	90,283,383 +13,587,699	+18%	+$357M	7.31%	3
2020 Q4	$2.03B	Buy	76,695,684 +6,538,502	+9%	+$173M	6.91%	4
2020 Q3	$1.87B	Buy	70,157,182 +18,895,295	+37%	+$504M	7.45%	3
2020 Q2	$1.37B	Sell	51,261,887 -1,491,706	-3%	-$40M	6.01%	7
2020 Q1	$1.41B	Buy	52,753,593 +38,718,205	+276%	+$1.02B	7.56%	4
2019 Q4	$366M	Buy	14,035,388 +1,827,349	+15%	+$47.9M	1.77%	16
2019 Q3	$321M	Buy	+12,208,039	New	+$320M	1.73%	16

Other funds holding SPMB

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Engines Advisors's SPMB Position: Q2 2026 in Review

Financial Engines Advisors increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 4.6% in Q2 2026, buying an estimated $191M and bringing the position to 196,882,687 shares worth $4.39B. The position accounts for 7.8% of the portfolio, ranked #2.

Financial Engines Advisors first reported a position in SPMB in Q3 2019 and has held it in 28 quarters since. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Financial Engines Advisors held 196,882,687 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $4.39B as of Q2 2026.
Financial Engines Advisors bought 8,570,436 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $191M.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 7.8% of Financial Engines Advisors's portfolio in Q2 2026, its #2 holding.
Financial Engines Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2019 and has held it in 28 quarters since.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.