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

Level Four 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	$207K	Sell	9,259 -45	-0.5%	-$1K	0.01%	887
2026 Q1	$208K	Buy	9,304 +147	+2%	+$3.31K	0.01%	816
2025 Q4	$205K	Sell	9,157 -462	-5%	-$10.4K	0.01%	805
2025 Q3	$216K	Sell	9,619 -364	-4%	-$8.05K	0.01%	753
2025 Q2	$221K	Sell	9,983 -96	-1%	-$2.09K	0.01%	724
2025 Q1	$222K	Sell	10,079 -49	-0.5%	-$1.06K	0.01%	697
2024 Q4	$218K	Sell	10,128 -2,082	-17%	-$45.6K	0.01%	702
2024 Q3	$267K	Buy	12,210 +390	+3%	+$8.66K	0.01%	666
2024 Q2	$255K	Sell	11,820 -826	-7%	-$17.7K	0.01%	657
2024 Q1	$279K	Hold	12,646	–	–	0.02%	631
2023 Q4	$279K	Buy	12,646 +994	+9%	+$20.9K	0.02%	630
2023 Q3	$242K	Sell	11,652 -901	-7%	-$19.3K	0.02%	635
2023 Q2	$275K	Buy	12,553 +630	+5%	+$13.9K	0.02%	643
2023 Q1	$264K	Sell	11,923 -4,910	-29%	-$109K	0.02%	616
2022 Q4	$365K	Buy	+16,833	New	+$363K	0.03%	474
2021 Q1	–	Sell	-88,153	Closed	-$2.33M	–	657
2020 Q4	$2.33M	Buy	88,153 +8,002	+10%	+$212K	0.19%	130
2020 Q3	$2.13M	Sell	80,151 -65,051	-45%	-$1.74M	0.16%	139
2020 Q2	$3.89M	Buy	+145,202	New	+$3.89M	0.3%	78

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

Level Four Advisory Services's SPMB Position: Q2 2026 in Review

Level Four Advisory Services reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 0.48% in Q2 2026, selling an estimated $1K and leaving 9,259 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #887.

Level Four Advisory Services first reported a position in SPMB in Q2 2020 and has held it in 18 quarters since. The position peaked at $3.89M in Q2 2020. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Level Four Advisory Services held 9,259 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $207K as of Q2 2026.
Level Four Advisory Services sold 45 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $1K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #887 holding.
Level Four Advisory Services first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2020 and has held it in 18 quarters since.
Level Four Advisory Services's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $3.89M in Q2 2020.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.