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

Prime Capital Investment 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 		$549K Sell
24,618
-260
-1% -$5.8K 0.01% 672
2026
Q1 		$557K Buy
24,878
+735
+3% +$16.5K 0.01% 646
2025
Q4 		$541K Buy
24,143
+4,272
+21% +$96.2K 0.01% 630
2025
Q3 		$446K Sell
19,871
-15,680
-44% -$347K 0.01% 678
2025
Q2 		$786K Sell
35,551
-557,474
-94% -$12.2M 0.01% 520
2025
Q1 		$13.1M Buy
593,025
+544,673
+1,126% +$11.8M 0.15% 117
2024
Q4 		$1.04M Sell
48,352
-18,680
-28% -$409K 0.02% 419
2024
Q3 		$1.51M Sell
67,032
-24,802
-27% -$551K 0.02% 357
2024
Q2 		$1.98M Sell
91,834
-318,507
-78% -$6.81M 0.03% 316
2024
Q1 		$8.91M Buy
410,341
+394,016
+2,414% +$8.55M 0.12% 139
2023
Q4 		$360K Sell
16,325
-3,687
-18% -$77.5K 0.01% 685
2023
Q3 		$416K Sell
20,012
-66,280
-77% -$1.42M 0.01% 502
2023
Q2 		$1.89M Buy
+86,292
New +$1.9M 0.04% 262
2022
Q3 		– Sell
-16,114
Closed -$368K – 445
2022
Q2 		$368K Sell
16,114
-12,412
-44% -$286K 0.02% 264
2022
Q1 		$724K Hold
28,526
– – 0.04% 196
2021
Q4 		$724K Buy
+28,526
New +$727K 0.04% 198
2020
Q3 		– Sell
-3,338
Closed -$89K – 499
2020
Q2 		$89K Buy
3,338
+565
+20% +$15.1K 0.01% 280
2020
Q1 		$74K Sell
2,773
-166
-6% -$4.36K 0.01% 263
2019
Q4 		$77K Buy
2,939
+2,262
+334% +$59.2K 0.01% 267
2019
Q3 		$18K Buy
+677
New +$17.7K ﹤0.01% 435

Other funds holding SPMB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Prime Capital Investment Advisors's SPMB Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 1% in Q2 2026, selling an estimated $5.8K and leaving 24,618 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #672.

Prime Capital Investment Advisors first reported a position in SPMB in Q3 2019 and has held it in 20 quarters since. The position peaked at $13.1M in Q1 2025. 200 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Prime Capital Investment Advisors held 24,618 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $549K as of Q2 2026.
  • Prime Capital Investment Advisors sold 260 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $5.8K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #672 holding.
  • Prime Capital Investment Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2019 and has held it in 20 quarters since.
  • Prime Capital Investment Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $13.1M in Q1 2025.
  • 200 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.