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 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 $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Midwest Capital Advisors's SPMB Position: Q1 2026 in Review

Midwest Capital Advisors increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 19% in Q1 2026, buying an estimated $753K and bringing the position to 210,909 shares worth $4.72M. The position accounts for 2.21% of the portfolio, ranked #14.

Midwest Capital Advisors first reported a position in SPMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.81M in Q4 2024. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

Midwest Capital Advisors held 210,909 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $4.72M as of Q1 2026.
Midwest Capital Advisors bought 33,429 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $753K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 2.21% of Midwest Capital Advisors's portfolio in Q1 2026, its #14 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 6 quarters since.
Midwest Capital Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $5.81M in Q4 2024.
240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Midwest Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.