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

Financial Life 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	$29M	Buy	1,300,999 +259,619	+25%	+$5.79M	8.25%	4
2026 Q1	$23.3M	Buy	1,041,380 +88,218	+9%	+$1.99M	7.26%	4
2025 Q4	$21.4M	Buy	953,162 +74,504	+8%	+$1.68M	6.59%	4
2025 Q3	$19.7M	Buy	878,658 +52,985	+6%	+$1.17M	6.33%	4
2025 Q2	$18.2M	Buy	825,673 +42,122	+5%	+$918K	6.24%	4
2025 Q1	$17.3M	Buy	783,551 +40,394	+5%	+$878K	6.44%	4
2024 Q4	$16M	Buy	743,157 +19,179	+3%	+$420K	6.02%	5
2024 Q3	$16.3M	Buy	723,978 +45,462	+7%	+$1.01M	6.16%	5
2024 Q2	$14.6M	Buy	678,516 +37,402	+6%	+$800K	5.94%	5
2024 Q1	$13.9M	Buy	641,114 +58,538	+10%	+$1.27M	5.83%	5
2023 Q4	$12.9M	Sell	582,576 -50,111	-8%	-$1.05M	5.53%	5
2023 Q3	$13.2M	Buy	632,687 +27,472	+5%	+$589K	5.67%	5
2023 Q2	$13.3M	Buy	605,215 +80,700	+15%	+$1.78M	5.53%	5
2023 Q1	$11.6M	Buy	+524,515	New	+$11.6M	5%	5

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

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

Financial Life Advisors increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 25% in Q2 2026, buying an estimated $5.79M and bringing the position to 1,300,999 shares worth $29M. The position accounts for 8.25% of the portfolio, ranked #4.

Financial Life Advisors first reported a position in SPMB in Q1 2023 and has held it in 14 quarters since. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Financial Life Advisors held 1,300,999 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $29M as of Q2 2026.
Financial Life Advisors bought 259,619 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $5.79M.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 8.25% of Financial Life Advisors's portfolio in Q2 2026, its #4 holding.
Financial Life Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2023 and has held it in 14 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 Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.