Raymond James Financial’s State Street SPDR Portfolio Mortgage Backed Bond Index ETF SPMB Stock Holding History

Raymond James Financial’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 Q3	$862K	Buy	40,769 +3,870	+10%	+$84.7K	﹤0.01%	4144
2026 Q2	$823K	Sell	36,899 -87,049	-70%	-$1.94M	﹤0.01%	4139
2026 Q1	$2.78M	Sell	123,948 -5,548	-4%	-$125K	﹤0.01%	3085
2025 Q4	$2.9M	Buy	129,496 +17,097	+15%	+$385K	﹤0.01%	2957
2025 Q3	$2.52M	Sell	112,399 -38,427	-25%	-$850K	﹤0.01%	2986
2025 Q2	$3.33M	Buy	150,826 +12,716	+9%	+$277K	﹤0.01%	2681
2025 Q1	$3.05M	Buy	138,110 +1,600	+1%	+$34.8K	﹤0.01%	2686
2024 Q4	$2.94M	Buy	+136,510	New	+$2.99M	﹤0.01%	2689

Other funds holding SPMB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

Raymond James Financial's SPMB Position: Q3 2026 in Review

Raymond James Financial increased its State Street SPDR Portfolio Mortgage Backed Bond Index ETF (SPMB) stake by 10% in Q3 2026, buying an estimated $84.7K and bringing the position to 40,769 shares worth $862K. The position accounts for ﹤0.01% of the portfolio, ranked #4144.

Raymond James Financial first reported a position in SPMB in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.33M in Q2 2025. 220 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

Raymond James Financial held 40,769 shares of State Street SPDR Portfolio Mortgage Backed Bond Index ETF worth $862K as of Q3 2026.
Raymond James Financial bought 3,870 State Street SPDR Portfolio Mortgage Backed Bond Index ETF shares in Q3 2026, an estimated $84.7K.
State Street SPDR Portfolio Mortgage Backed Bond Index ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #4144 holding.
Raymond James Financial first reported a position in State Street SPDR Portfolio Mortgage Backed Bond Index ETF in Q4 2024 and has held it in 8 quarters since.
Raymond James Financial's State Street SPDR Portfolio Mortgage Backed Bond Index ETF position peaked at $3.33M in Q2 2025.
220 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond Index ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.