SPIA
SPMB icon

Steward Partners Investment Advisory’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Steward Partners Investment Advisory’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 		$84.5K Hold
3,787
– – ﹤0.01% 2678
2026
Q1 		$84.8K Hold
3,787
– – ﹤0.01% 2470
2025
Q4 		$84.9K Hold
3,787
– – ﹤0.01% 2389
2025
Q3 		$85K Hold
3,787
– – ﹤0.01% 2325
2025
Q2 		$83.7K Hold
3,787
– – ﹤0.01% 2215
2025
Q1 		$83.5K Buy
3,787
+3,648
+2,624% +$79.3K ﹤0.01% 2116
2024
Q4 		$3K Hold
139
– – ﹤0.01% 3523
2024
Q3 		$3.13K Hold
139
– – ﹤0.01% 3321
2024
Q2 		$3K Hold
139
– – ﹤0.01% 3189
2024
Q1 		$3.02K Sell
139
-130
-48% -$2.82K ﹤0.01% 3191
2023
Q4 		$5.94K Sell
269
-622
-70% -$13.1K ﹤0.01% 2900
2023
Q3 		$18.5K Hold
891
– – ﹤0.01% 2346
2023
Q2 		$19.5K Buy
891
+269
+43% +$5.93K ﹤0.01% 2303
2023
Q1 		$13.8K Buy
+622
New +$13.8K ﹤0.01% 2416
2021
Q2 		– Sell
-2,997
Closed -$77.7K – 7375
2021
Q1 		$77.7K Buy
2,997
+2,597
+649% +$68.2K ﹤0.01% 1758
2020
Q4 		$11K Buy
+400
New +$10.6K ﹤0.01% 2289

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
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
Ameriprise
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Steward Partners Investment Advisory's SPMB Position: Q2 2026 in Review

Steward Partners Investment Advisory held its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) position steady in Q2 2026 at 3,787 shares worth $84.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2678.

Steward Partners Investment Advisory first reported a position in SPMB in Q4 2020 and has held it in 16 quarters since. The position peaked at $85K in Q3 2025. 255 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Steward Partners Investment Advisory held 3,787 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $84.5K as of Q2 2026.
  • Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's portfolio in Q2 2026, its #2678 holding.
  • Steward Partners Investment Advisory first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2020 and has held it in 16 quarters since.
  • Steward Partners Investment Advisory's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $85K in Q3 2025.
  • 255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.