Lido Advisors
SPMB icon

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

Lido 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 		$372K Sell
16,677
-10,488
-39% -$234K ﹤0.01% 1640
2026
Q1 		$608K Sell
27,165
-190,579
-88% -$4.29M ﹤0.01% 1193
2025
Q4 		$4.89M Sell
217,744
-1,146
-0.5% -$25.8K 0.01% 470
2025
Q3 		$4.91M Buy
+218,890
New +$4.84M 0.02% 446

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

Lido Advisors's SPMB Position: Q2 2026 in Review

Lido Advisors reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 39% in Q2 2026, selling an estimated $234K and leaving 16,677 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Lido Advisors first reported a position in SPMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.91M in Q3 2025. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Lido Advisors held 16,677 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $372K as of Q2 2026.
  • Lido Advisors sold 10,488 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $234K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1640 holding.
  • Lido Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Lido Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $4.91M in Q3 2025.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.