Gladstone Institutional Advisory’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Gladstone Institutional Advisory’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	$19.7M	Buy	885,033 +63,008	+8%	+$1.4M	0.62%	35
2026 Q1	$18.4M	Buy	822,025 +670,978	+444%	+$15.1M	0.68%	31
2025 Q4	$3.39M	Buy	151,047 +19,763	+15%	+$445K	0.13%	172
2025 Q3	$2.95M	Buy	131,284 +8,069	+7%	+$179K	0.11%	189
2025 Q2	$2.72M	Buy	123,215 +23,997	+24%	+$523K	0.11%	196
2025 Q1	$2.19M	Buy	99,218 +18,733	+23%	+$407K	0.1%	211
2024 Q4	$1.73M	Buy	80,485 +12,469	+18%	+$273K	0.08%	248
2024 Q3	$1.53M	Buy	68,016 +7,390	+12%	+$164K	0.07%	262
2024 Q2	$1.31M	Buy	60,626 +39,195	+183%	+$838K	0.07%	277
2024 Q1	$465K	Buy	+21,431	New	+$465K	0.03%	425
2021 Q3	–	Sell	-8,890	Closed	-$230K	–	594
2021 Q2	$230K	Sell	8,890 -2,442	-22%	-$63.3K	0.03%	460
2021 Q1	$294K	Buy	+11,332	New	+$297K	0.05%	322
2020 Q3	–	Sell	-63,863	Closed	-$1.71M	–	298
2020 Q2	$1.71M	Buy	63,863 +4,141	+7%	+$111K	0.44%	54
2020 Q1	$1.59M	Buy	+59,722	New	+$1.57M	0.41%	56

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

Gladstone Institutional Advisory's SPMB Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 7.7% in Q2 2026, buying an estimated $1.4M and bringing the position to 885,033 shares worth $19.7M. The position accounts for 0.62% of the portfolio, ranked #35.

Gladstone Institutional Advisory first reported a position in SPMB in Q1 2020 and has held it in 14 quarters since. 255 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Gladstone Institutional Advisory held 885,033 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $19.7M as of Q2 2026.
Gladstone Institutional Advisory bought 63,008 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $1.4M.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.62% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #35 holding.
Gladstone Institutional Advisory first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2020 and has held it in 14 quarters since.
255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.