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

Kestra Advisory Services’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	$2.13M	Sell	95,358 -2,920	-3%	-$65.1K	0.01%	1311
2026 Q1	$2.2M	Sell	98,278 -96,625	-50%	-$2.18M	0.01%	1249
2025 Q4	$4.37M	Sell	194,903 -22,615	-10%	-$509K	0.02%	813
2025 Q3	$4.88M	Buy	217,518 +2,893	+1%	+$64K	0.02%	695
2025 Q2	$4.74M	Buy	214,625 +19,900	+10%	+$434K	0.02%	661
2025 Q1	$4.29M	Buy	194,725 +2,005	+1%	+$43.6K	0.02%	636
2024 Q4	$4.15M	Buy	192,720 +17,931	+10%	+$393K	0.02%	653
2024 Q3	$3.94M	Sell	174,789 -19,414	-10%	-$431K	0.02%	667
2024 Q2	$4.19M	Buy	194,203 +45,807	+31%	+$979K	0.02%	657
2024 Q1	$3.22M	Buy	148,396 +98,400	+197%	+$2.14M	0.02%	682
2023 Q4	$1.1M	Buy	49,996 +25,776	+106%	+$542K	0.01%	1070
2023 Q3	$504K	Buy	24,220 +15,014	+163%	+$322K	0.01%	1360
2023 Q2	$202K	Buy	+9,206	New	+$203K	﹤0.01%	1901
2023 Q1	–	Sell	-17,945	Closed	-$389K	–	2291
2022 Q4	$389K	Buy	+17,945	New	+$387K	﹤0.01%	1563

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

Kestra Advisory Services's SPMB Position: Q2 2026 in Review

Kestra Advisory Services reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 3% in Q2 2026, selling an estimated $65.1K and leaving 95,358 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #1311.

Kestra Advisory Services first reported a position in SPMB in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.88M in Q3 2025. 257 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Kestra Advisory Services held 95,358 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $2.13M as of Q2 2026.
Kestra Advisory Services sold 2,920 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $65.1K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1311 holding.
Kestra Advisory Services first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2022 and has held it in 14 quarters since.
Kestra Advisory Services's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $4.88M in Q3 2025.
257 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.