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

Legacy 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
Q1 		– Sell
-12,195
Closed -$273K – 60
2025
Q4 		$273K Buy
12,195
+188
+2% +$4.23K 0.21% 39
2025
Q3 		$269K Buy
12,007
+112
+0.9% +$2.48K 0.2% 41
2025
Q2 		$263K Buy
11,895
+109
+0.9% +$2.38K 0.21% 40
2025
Q1 		$260K Buy
11,786
+70
+0.6% +$1.52K 0.22% 44
2024
Q4 		$252K Buy
11,716
+161
+1% +$3.53K 0.22% 48
2024
Q3 		$260K Buy
11,555
+101
+0.9% +$2.24K 0.22% 48
2024
Q2 		$247K Buy
11,454
+101
+0.9% +$2.16K 0.23% 47
2024
Q1 		$247K Buy
11,353
+66
+0.6% +$1.43K 0.23% 46
2023
Q4 		$249K Buy
+11,287
New +$237K 0.26% 44

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Advisory Services's SPMB Position: Q1 2026 in Review

Legacy Advisory Services sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2026, closing a stake of 12,195 shares — an estimated $273K sold.

Legacy Advisory Services first reported a position in SPMB in Q4 2023 and held it in 9 quarters. The position peaked at $273K in Q4 2025. 241 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

  • Legacy Advisory Services reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Advisory Services sold 12,195 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $273K.
  • Legacy Advisory Services first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2023 and held it in 9 quarters.
  • Legacy Advisory Services's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $273K in Q4 2025.
  • 241 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Legacy Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.