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

Realta 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	$11.2K	Hold	500	–	–	﹤0.01%	316
2026 Q1	$11.2K	Hold	500	–	–	﹤0.01%	297
2025 Q4	$11.2K	Buy	+500	New	+$11.3K	﹤0.01%	288
2025 Q3	–	Sell	-500	Closed	-$11.1K	–	355
2025 Q2	$11.1K	Hold	500	–	–	﹤0.01%	268
2025 Q1	$11K	Sell	500 -7	-1%	-$152	0.01%	273
2024 Q4	$10.9K	Hold	507	–	–	﹤0.01%	297
2024 Q3	$11.2K	Sell	507 -1,193	-70%	-$26.5K	0.01%	298
2024 Q2	$36.7K	Sell	1,700 -1,297	-43%	-$27.7K	0.01%	563
2024 Q1	$65.1K	Buy	+2,997	New	+$65K	0.01%	525
2023 Q4	–	Sell	-3,199	Closed	-$70.1K	–	753
2023 Q3	$70.1K	Hold	3,199	–	–	0.02%	503
2023 Q2	$70.1K	Buy	+3,199	New	+$70.5K	0.02%	530
2023 Q1	–	Sell	-3,192	Closed	-$69.3K	–	776
2022 Q4	$69.3K	Buy	3,192 +5	+0.2%	+$108	0.02%	526
2022 Q3	$68K	Buy	+3,187	New	+$72.4K	0.02%	504

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

Realta Investment Advisors's SPMB Position: Q2 2026 in Review

Realta Investment Advisors held its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) position steady in Q2 2026 at 500 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Realta Investment Advisors first reported a position in SPMB in Q3 2022 and has held it in 13 quarters since. The position peaked at $70.1K in Q3 2023. 255 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Realta Investment Advisors held 500 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $11.2K as of Q2 2026.
Realta Investment 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 Realta Investment Advisors's portfolio in Q2 2026, its #316 holding.
Realta Investment Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2022 and has held it in 13 quarters since.
Realta Investment Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $70.1K in Q3 2023.
255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.