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

NewEdge 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	$67.2K	Hold	3,010	–	–	﹤0.01%	3050
2026 Q1	$67.4K	Buy	3,010 +1,002	+50%	+$22.6K	﹤0.01%	2861
2025 Q4	$45K	Hold	2,008	–	–	﹤0.01%	2987
2025 Q3	$45.1K	Sell	2,008 -1,085	-35%	-$24K	﹤0.01%	2857
2025 Q2	$68.4K	Buy	3,093 +2,008	+185%	+$43.8K	﹤0.01%	2569
2025 Q1	$23.9K	Buy	+1,085	New	+$23.6K	﹤0.01%	2803
2024 Q4	–	Sell	-13,390	Closed	-$302K	–	4019
2024 Q3	$302K	Sell	13,390 -807	-6%	-$17.9K	﹤0.01%	1798
2024 Q2	$306K	Buy	+14,197	New	+$304K	﹤0.01%	1703
2023 Q4	–	Sell	-438	Closed	-$9.11K	–	3870
2023 Q3	$9.11K	Sell	438 -1,000	-70%	-$21.4K	﹤0.01%	2597
2023 Q2	$31.5K	Sell	1,438 -1,170	-45%	-$25.8K	﹤0.01%	2245
2023 Q1	$57.8K	Hold	2,608	–	–	﹤0.01%	1941
2022 Q4	$57	Buy	+2,608	New	+$56.3K	﹤0.01%	3448

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

NewEdge Advisors's SPMB Position: Q2 2026 in Review

NewEdge Advisors held its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) position steady in Q2 2026 at 3,010 shares worth $67.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3050.

NewEdge Advisors first reported a position in SPMB in Q4 2022 and has held it in 12 quarters since. The position peaked at $306K in Q2 2024. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

NewEdge Advisors held 3,010 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $67.2K as of Q2 2026.
NewEdge Advisors left its State Street SPDR Portfolio Mortgage Backed Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3050 holding.
NewEdge Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2022 and has held it in 12 quarters since.
NewEdge Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $306K in Q2 2024.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.