Independent Advisor Alliance’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Independent Advisor Alliance’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	$1.24M	Sell	55,587 -1,495,866	-96%	-$33.4M	0.03%	404
2026 Q1	$34.7M	Buy	1,551,453 +1,503,617	+3,143%	+$33.9M	0.37%	56
2025 Q4	$1.07M	Buy	47,836 +1,324	+3%	+$29.8K	0.03%	453
2025 Q3	$1.04M	Buy	46,512 +4,123	+10%	+$91.2K	0.03%	436
2025 Q2	$937K	Buy	42,389 +10,976	+35%	+$239K	0.03%	432
2025 Q1	$693K	Sell	31,413 -1,109,029	-97%	-$24.1M	0.02%	449
2024 Q4	$24.6M	Buy	1,140,442 +1,111,406	+3,828%	+$24.3M	0.33%	63
2024 Q3	$654K	Buy	29,036 +178	+0.6%	+$3.95K	0.02%	404
2024 Q2	$622K	Buy	28,858 +4,700	+19%	+$100K	0.02%	410
2024 Q1	$525K	Buy	+24,158	New	+$524K	0.02%	445

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

Independent Advisor Alliance's SPMB Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 96% in Q2 2026, selling an estimated $33.4M and leaving 55,587 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #404.

Independent Advisor Alliance first reported a position in SPMB in Q1 2024 and has held it in 10 quarters since. The position peaked at $34.7M in Q1 2026. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Independent Advisor Alliance held 55,587 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $1.24M as of Q2 2026.
Independent Advisor Alliance sold 1,495,866 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $33.4M.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #404 holding.
Independent Advisor Alliance first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2024 and has held it in 10 quarters since.
Independent Advisor Alliance's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $34.7M in Q1 2026.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.