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 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 $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

Mutual Advisors's SPMB Position: Q1 2026 in Review

Mutual Advisors increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 23% in Q1 2026, buying an estimated $911K and bringing the position to 217,259 shares worth $4.86M. The position accounts for 0.1% of the portfolio, ranked #195.

Mutual Advisors first reported a position in SPMB in Q2 2023 and has held it in 11 quarters since. The position peaked at $5.61M in Q3 2024. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

Mutual Advisors held 217,259 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $4.86M as of Q1 2026.
Mutual Advisors bought 40,472 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $911K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.1% of Mutual Advisors's portfolio in Q1 2026, its #195 holding.
Mutual Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2023 and has held it in 11 quarters since.
Mutual Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $5.61M in Q3 2024.
240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.