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LexAurum Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

LexAurum Advisors’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 		$258K Hold
11,574
– – 0.03% 361
2026
Q1 		$259K Buy
+11,574
New +$261K 0.03% 347
2025
Q3 		$238K Buy
10,585
+918
+9% +$20.3K 0.03% 338
2025
Q2 		$214K Hold
9,667
– – 0.03% 337
2025
Q1 		$213K Buy
9,667
+185
+2% +$4.02K 0.04% 318
2024
Q4 		$204K Buy
+9,482
New +$208K 0.04% 314
2023
Q1 		– Sell
-11,015
Closed -$239K – 266
2022
Q4 		$239K Sell
11,015
-166
-1% -$3.58K 0.09% 212
2022
Q3 		$240K Hold
11,181
– – 0.09% 206
2022
Q2 		$255K Sell
11,181
-24,756
-69% -$570K 0.1% 197
2022
Q1 		$861K Sell
35,937
-2,156
-6% -$53.1K 0.28% 76
2021
Q4 		$967K Buy
38,093
+11
+0% +$280 0.31% 63
2021
Q3 		$979K Buy
38,082
+212
+0.6% +$5.48K 0.29% 80
2021
Q2 		$979K Buy
37,870
+2,688
+8% +$69.6K 0.29% 84
2021
Q1 		$912K Buy
35,182
+8,201
+30% +$215K 0.31% 76
2020
Q4 		$713K Buy
26,981
+462
+2% +$12.2K 0.26% 96
2020
Q3 		$706K Sell
26,519
-608
-2% -$16.2K 0.29% 79
2020
Q2 		$727K Buy
27,127
+9,996
+58% +$268K 0.4% 62
2020
Q1 		$457K Sell
17,131
-1,616
-9% -$42.5K 0.32% 65
2019
Q4 		$489K Buy
18,747
+1,493
+9% +$39.1K 0.24% 102
2019
Q3 		$453K Sell
17,254
-7,136
-29% -$187K 0.27% 92
2019
Q2 		$638K Buy
24,390
+14,484
+146% +$374K 0.39% 63
2019
Q1 		$256K Buy
+9,906
New +$253K 0.17% 129

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
Ameriprise
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LexAurum Advisors's SPMB Position: Q2 2026 in Review

LexAurum Advisors held its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) position steady in Q2 2026 at 11,574 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #361.

LexAurum Advisors first reported a position in SPMB in Q1 2019 and has held it in 22 quarters since. The position peaked at $979K in Q3 2021. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • LexAurum Advisors held 11,574 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $258K as of Q2 2026.
  • LexAurum Advisors left its State Street SPDR Portfolio Mortgage Backed Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.03% of LexAurum Advisors's portfolio in Q2 2026, its #361 holding.
  • LexAurum Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2019 and has held it in 22 quarters since.
  • LexAurum Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $979K in Q3 2021.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.