Kestra Investment Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Kestra Investment Management’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	$1.48M	Buy	66,427 +31,774	+92%	+$709K	0.03%	174
2026 Q1	$776K	Sell	34,653 -134,201	-79%	-$3.02M	0.01%	246
2025 Q4	$3.78M	Sell	168,854 -11,456	-6%	-$258K	0.09%	85
2025 Q3	$4.05M	Buy	180,310 +3,368	+2%	+$74.5K	0.11%	77
2025 Q2	$3.91M	Sell	176,942 -77,288	-30%	-$1.69M	0.12%	72
2025 Q1	$5.61M	Buy	254,230 +102,840	+68%	+$2.24M	0.18%	59
2024 Q4	$3.26M	Buy	151,390 +6,895	+5%	+$151K	0.13%	66
2024 Q3	$3.26M	Buy	+144,495	New	+$3.21M	0.14%	64

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 $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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 Investment Management's SPMB Position: Q2 2026 in Review

Kestra Investment Management increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 92% in Q2 2026, buying an estimated $709K and bringing the position to 66,427 shares worth $1.48M. The position accounts for 0.03% of the portfolio, ranked #174.

Kestra Investment Management first reported a position in SPMB in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.61M in Q1 2025. 258 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Kestra Investment Management held 66,427 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $1.48M as of Q2 2026.
Kestra Investment Management bought 31,774 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $709K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.03% of Kestra Investment Management's portfolio in Q2 2026, its #174 holding.
Kestra Investment Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2024 and has held it in 8 quarters since.
Kestra Investment Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $5.61M in Q1 2025.
258 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.