Spurstone Advisory Services’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Spurstone Advisory Services’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	$177	Hold	8	–	–	﹤0.01%	95
2026 Q1	$179	Hold	8	–	–	﹤0.01%	74
2025 Q4	$179	Hold	8	–	–	﹤0.01%	94
2025 Q3	$179	Hold	8	–	–	﹤0.01%	112
2025 Q2	$176	Hold	8	–	–	﹤0.01%	136
2025 Q1	$176	Buy	+8	New	+$174	﹤0.01%	101

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

Spurstone Advisory Services's SPMB Position: Q2 2026 in Review

Spurstone Advisory Services held its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) position steady in Q2 2026 at 8 shares worth $177. The position accounts for ﹤0.01% of the portfolio, ranked #95.

Spurstone Advisory Services first reported a position in SPMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $179 in Q1 2026. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Spurstone Advisory Services held 8 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $177 as of Q2 2026.
Spurstone Advisory Services 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 Spurstone Advisory Services's portfolio in Q2 2026, its #95 holding.
Spurstone Advisory Services first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2025 and has held it in 6 quarters since.
Spurstone Advisory Services's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $179 in Q1 2026.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.