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

Mutual 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	$2.66M	Sell	119,069 -98,190	-45%	-$2.19M	0.05%	350
2026 Q1	$4.86M	Buy	217,259 +40,472	+23%	+$911K	0.1%	195
2025 Q4	$3.96M	Buy	176,787 +4,850	+3%	+$109K	0.08%	226
2025 Q3	$3.89M	Sell	171,937 -1,392	-0.8%	-$30.8K	0.09%	227
2025 Q2	$3.8M	Sell	173,329 -28,334	-14%	-$618K	0.09%	207
2025 Q1	$4.42M	Sell	201,663 -15,081	-7%	-$328K	0.13%	167
2024 Q4	$4.66M	Sell	216,744 -39,073	-15%	-$856K	0.13%	150
2024 Q3	$5.61M	Buy	255,817 +22,818	+10%	+$507K	0.16%	116
2024 Q2	$5.11M	Sell	232,999 -6,252	-3%	-$134K	0.15%	138
2024 Q1	$5.2M	Buy	239,251 +8,214	+4%	+$178K	0.17%	123
2023 Q4	$5.1M	Buy	+231,037	New	+$4.86M	0.18%	119
2023 Q3	–	Sell	-11,427	Closed	-$250K	–	1042
2023 Q2	$250K	Buy	+11,427	New	+$252K	0.01%	871

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

Mutual Advisors's SPMB Position: Q2 2026 in Review

Mutual Advisors reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 45% in Q2 2026, selling an estimated $2.19M and leaving 119,069 shares worth $2.66M. The position accounts for 0.05% of the portfolio, ranked #350.

Mutual Advisors first reported a position in SPMB in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.61M in Q3 2024. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Mutual Advisors held 119,069 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $2.66M as of Q2 2026.
Mutual Advisors sold 98,190 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $2.19M.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.05% of Mutual Advisors's portfolio in Q2 2026, its #350 holding.
Mutual Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2023 and has held it in 12 quarters since.
Mutual Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $5.61M in Q3 2024.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.