Lowe Brockenbrough & Co’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Lowe Brockenbrough & Co’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	$268K	Hold	12,000	–	–	0.01%	264
2026 Q1	$269K	Hold	12,000	–	–	0.01%	254
2025 Q4	$269K	Hold	12,000	–	–	0.01%	261
2025 Q3	$269K	Hold	12,000	–	–	0.01%	266
2025 Q2	$265K	Hold	12,000	–	–	0.01%	254
2025 Q1	$265K	Hold	12,000	–	–	0.02%	248
2024 Q4	$259K	Hold	12,000	–	–	0.02%	250
2024 Q3	$270K	Hold	12,000	–	–	0.02%	249
2024 Q2	$259K	Hold	12,000	–	–	0.02%	249
2024 Q1	$261K	Hold	12,000	–	–	0.02%	249
2023 Q4	$265K	Hold	12,000	–	–	0.02%	243
2023 Q3	$250K	Hold	12,000	–	–	0.02%	247
2023 Q2	$263K	Hold	12,000	–	–	0.02%	250
2023 Q1	$266K	Hold	12,000	–	–	0.02%	244
2022 Q4	$260K	Hold	12,000	–	–	0.02%	239
2022 Q3	$257K	Hold	12,000	–	–	0.02%	235
2022 Q2	$274K	Hold	12,000	–	–	0.02%	239
2022 Q1	$288K	Buy	+12,000	New	+$295K	0.02%	244

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

Lowe Brockenbrough & Co's SPMB Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) position steady in Q2 2026 at 12,000 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #264.

Lowe Brockenbrough & Co first reported a position in SPMB in Q1 2022 and has held it in 18 quarters since. The position peaked at $288K in Q1 2022. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Lowe Brockenbrough & Co held 12,000 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $268K as of Q2 2026.
Lowe Brockenbrough & Co 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 0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #264 holding.
Lowe Brockenbrough & Co first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2022 and has held it in 18 quarters since.
Lowe Brockenbrough & Co's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $288K in Q1 2022.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.