Halbert Hargrove Global Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Halbert Hargrove Global 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	$67	Hold	3	–	–	﹤0.01%	721
2026 Q1	$68	Hold	3	–	–	﹤0.01%	365
2025 Q4	$68	Hold	3	–	–	﹤0.01%	361
2025 Q3	$68	Sell	3 -2	-40%	-$44	﹤0.01%	729
2025 Q2	$106	Hold	5	–	–	﹤0.01%	308
2025 Q1	$106	Hold	5	–	–	﹤0.01%	633
2024 Q4	$103	Buy	+5	New	+$109	﹤0.01%	300

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

Halbert Hargrove Global Advisors's SPMB Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) position steady in Q2 2026 at 3 shares worth $67. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Halbert Hargrove Global Advisors first reported a position in SPMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $106 in Q2 2025. 255 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Halbert Hargrove Global Advisors held 3 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $67 as of Q2 2026.
Halbert Hargrove Global Advisors left its State Street SPDR Portfolio Mortgage Backed Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #721 holding.
Halbert Hargrove Global Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $106 in Q2 2025.
255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.