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

Midwest Capital 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	$5.98M	Buy	268,183 +57,274	+27%	+$1.28M	2.43%	12
2026 Q1	$4.72M	Buy	210,909 +33,429	+19%	+$753K	2.21%	14
2025 Q4	$3.98M	Sell	177,480 -2,191	-1%	-$49.3K	1.91%	16
2025 Q3	$4.03M	Sell	179,671 -52,120	-22%	-$1.15M	1.94%	17
2025 Q2	$5.12M	Sell	231,791 -3,073	-1%	-$67K	2.7%	12
2025 Q1	$5.18M	Sell	234,864 -34,656	-13%	-$754K	3.18%	7
2024 Q4	$5.81M	Buy	+269,520	New	+$5.9M	4.25%	5

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

Midwest Capital Advisors's SPMB Position: Q2 2026 in Review

Midwest Capital Advisors increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 27% in Q2 2026, buying an estimated $1.28M and bringing the position to 268,183 shares worth $5.98M. The position accounts for 2.43% of the portfolio, ranked #12.

Midwest Capital Advisors first reported a position in SPMB in Q4 2024 and has held it in 7 quarters since. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Midwest Capital Advisors held 268,183 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $5.98M as of Q2 2026.
Midwest Capital Advisors bought 57,274 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $1.28M.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 2.43% of Midwest Capital Advisors's portfolio in Q2 2026, its #12 holding.
Midwest Capital Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2024 and has held it in 7 quarters since.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.