MCM
SPMB icon

MAI Capital Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

MAI Capital Management’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
-235
Closed -$5.26K – 4361
2026
Q1 		$5.26K Hold
235
– – ﹤0.01% 3494
2025
Q4 		$5.27K Hold
235
– – ﹤0.01% 3098
2025
Q3 		$5.27K Buy
+235
New +$5.2K ﹤0.01% 2999

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

MAI Capital Management's SPMB Position: Q2 2026 in Review

MAI Capital Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026, closing a stake of 235 shares — an estimated $5.26K sold.

MAI Capital Management first reported a position in SPMB in Q3 2025 and held it in 3 quarters. The position peaked at $5.27K in Q3 2025. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • MAI Capital Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 235 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $5.26K.
  • MAI Capital Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2025 and held it in 3 quarters.
  • MAI Capital Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $5.27K 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 MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.