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

Lloyd 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	–	Sell	-1,271	Closed	-$28.4K	–	959
2026 Q1	$28.4K	Buy	+1,271	New	+$28.6K	0.01%	340
2022 Q2	–	Sell	-1,766	Closed	-$42K	–	480
2022 Q1	$42K	Buy	1,766 +97	+6%	+$2.39K	0.02%	249
2021 Q4	$42K	Buy	1,669 +286	+21%	+$7.29K	0.02%	226
2021 Q3	$36K	Buy	1,383 +214	+18%	+$5.53K	0.02%	194
2021 Q2	$30K	Buy	1,169 +154	+15%	+$3.99K	0.02%	212
2021 Q1	$26K	Buy	1,015 +65	+7%	+$1.71K	0.01%	197
2020 Q4	$25K	Buy	950 +199	+26%	+$5.27K	0.01%	165
2020 Q3	$20K	Buy	751 +30	+4%	+$801	0.01%	159
2020 Q2	$19K	Buy	721 +7	+1%	+$187	0.01%	164
2020 Q1	$19K	Buy	714 +397	+125%	+$10.4K	0.01%	149
2019 Q4	$8K	Buy	+317	New	+$8.3K	0.01%	227

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

Lloyd Advisory Services's SPMB Position: Q2 2026 in Review

Lloyd Advisory Services sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026, closing a stake of 1,271 shares — an estimated $28.4K sold.

Lloyd Advisory Services first reported a position in SPMB in Q4 2019 and held it in 11 quarters. The position peaked at $42K in Q1 2022. 255 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Lloyd Advisory Services reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 1,271 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $28.4K.
Lloyd Advisory Services first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2019 and held it in 11 quarters.
Lloyd Advisory Services's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $42K in Q1 2022.
255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.