LPL Financial
SPMB icon

LPL Financial’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

LPL Financial’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
Q1 		$525M Buy
23,426,337
+3,187,367
+16% +$71.8M 0.14% 150
2025
Q4 		$454M Buy
20,238,970
+1,974,582
+11% +$44.4M 0.12% 161
2025
Q3 		$410M Buy
18,264,388
+1,981,971
+12% +$43.9M 0.12% 166
2025
Q2 		$360M Buy
16,282,417
+865,512
+6% +$18.9M 0.12% 165
2025
Q1 		$340M Buy
15,416,905
+2,152,458
+16% +$46.8M 0.13% 150
2024
Q4 		$286M Buy
13,264,447
+1,176,304
+10% +$25.8M 0.12% 155
2024
Q3 		$272M Buy
12,088,143
+1,518,064
+14% +$33.7M 0.12% 153
2024
Q2 		$228M Buy
10,570,079
+1,012,306
+11% +$21.6M 0.11% 162
2024
Q1 		$208M Buy
9,557,773
+756,210
+9% +$16.4M 0.11% 167
2023
Q4 		$194M Buy
8,801,563
+742,269
+9% +$15.6M 0.12% 161
2023
Q3 		$168M Buy
8,059,294
+1,205,508
+18% +$25.8M 0.12% 158
2023
Q2 		$150M Buy
6,853,786
+1,555,020
+29% +$34.3M 0.11% 169
2023
Q1 		$118M Buy
5,298,766
+1,499,765
+39% +$33.2M 0.09% 202
2022
Q4 		$82.4M Buy
3,799,001
+438,980
+13% +$9.47M 0.07% 263
2022
Q3 		$72.1M Sell
3,360,021
-479,727
-12% -$10.9M 0.07% 255
2022
Q2 		$87.7M Sell
3,839,748
-269,714
-7% -$6.21M 0.08% 227
2022
Q1 		$98.5M Buy
4,109,462
+122,621
+3% +$3.02M 0.08% 220
2021
Q4 		$101M Buy
3,986,841
+5,312
+0.1% +$135K 0.08% 221
2021
Q3 		$102M Buy
3,981,529
+527,489
+15% +$13.6M 0.1% 198
2021
Q2 		$89.3M Buy
3,454,040
+187,546
+6% +$4.86M 0.09% 210
2021
Q1 		$84.7M Buy
3,266,494
+424,007
+15% +$11.1M 0.1% 197
2020
Q4 		$75.1M Buy
2,842,487
+1,384,566
+95% +$36.7M 0.1% 196
2020
Q3 		$38.8M Buy
1,457,921
+449,423
+45% +$12M 0.06% 275
2020
Q2 		$27M Buy
1,008,498
+194,528
+24% +$5.21M 0.05% 304
2020
Q1 		$21.7M Buy
813,970
+638,994
+365% +$16.8M 0.05% 301
2019
Q4 		$4.57M Buy
174,976
+124,872
+249% +$3.27M 0.01% 878
2019
Q3 		$1.32M Buy
50,104
+4,805
+11% +$126K ﹤0.01% 1546
2019
Q2 		$1.18M Sell
45,299
-7,150
-14% -$185K ﹤0.01% 1616
2019
Q1 		$1.35M Buy
52,449
+7,832
+18% +$200K ﹤0.01% 1446
2018
Q4 		$1.13M Buy
44,617
+659
+1% +$16.5K ﹤0.01% 1435
2018
Q3 		$1.11M Buy
43,958
+1,189
+3% +$30.1K ﹤0.01% 1599
2018
Q2 		$1.08M Buy
42,769
+4,515
+12% +$114K ﹤0.01% 1573
2018
Q1 		$981K Buy
38,254
+2,348
+7% +$60.2K ﹤0.01% 1613
2017
Q4 		$934K Sell
35,906
-6,701
-16% -$175K ﹤0.01% 1567
2017
Q3 		$1.12M Sell
42,607
-27,830
-40% -$732K ﹤0.01% 1355
2017
Q2 		$1.85M Buy
70,437
+5,732
+9% +$151K 0.01% 991
2017
Q1 		$1.7M Buy
64,705
+8,403
+15% +$221K 0.01% 927
2016
Q4 		$1.48M Sell
56,302
-581
-1% -$15.5K 0.01% 959
2016
Q3 		$1.54M Sell
56,883
-455
-0.8% -$12.3K 0.01% 909
2016
Q2 		$1.56M Sell
57,338
-65,740
-53% -$1.78M 0.01% 896
2016
Q1 		$3.33M Buy
123,078
+18,524
+18% +$501K 0.01% 923
2015
Q4 		$2.81M Buy
104,554
+51,999
+99% +$1.4M 0.01% 979
2015
Q3 		$1.42M Buy
+52,555
New +$1.42M 0.01% 1020

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

LPL Financial's SPMB Position: Q1 2026 in Review

LPL Financial increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 16% in Q1 2026, buying an estimated $71.8M and bringing the position to 23,426,337 shares worth $525M. The position accounts for 0.14% of the portfolio, ranked #150.

LPL Financial first reported a position in SPMB in Q3 2015 and has held it in 43 quarters since. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

  • LPL Financial held 23,426,337 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $525M as of Q1 2026.
  • LPL Financial bought 3,187,367 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $71.8M.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.14% of LPL Financial's portfolio in Q1 2026, its #150 holding.
  • LPL Financial first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2015 and has held it in 43 quarters since.
  • 240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.