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

IFG 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	$95.1K	Buy	+4,261	New	+$95K	﹤0.01%	1099
2025 Q4	–	Sell	-15,354	Closed	-$345K	–	797
2025 Q3	$345K	Buy	+15,354	New	+$340K	0.02%	597

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

IFG Advisory's SPMB Position: Q2 2026 in Review

IFG Advisory opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026: 4,261 shares worth $95.1K. The stake represents ﹤0.01% of the portfolio and ranks #1099 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SPMB as recently as Q3 2025.

IFG Advisory first reported a position in SPMB in Q3 2025 and has held it in 2 quarters since. The position peaked at $345K in Q3 2025. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

IFG Advisory held 4,261 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $95.1K as of Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF was a new IFG Advisory position in Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1099 holding.
IFG Advisory first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2025 and has held it in 2 quarters since.
IFG Advisory's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $345K in Q3 2025.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.