Stifel Financial
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Stifel Financial’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Stifel 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
Q2 		$131M Sell
5,892,272
-1,969,438
-25% -$43.9M 0.11% 200
2026
Q1 		$176M Buy
7,861,710
+258,778
+3% +$5.83M 0.16% 148
2025
Q4 		$170M Buy
7,602,932
+523,944
+7% +$11.8M 0.15% 153
2025
Q3 		$159M Sell
7,078,988
-718,918
-9% -$15.9M 0.15% 156
2025
Q2 		$172M Buy
7,797,906
+1,637,143
+27% +$35.7M 0.17% 140
2025
Q1 		$136M Buy
6,160,763
+651,668
+12% +$14.2M 0.14% 157
2024
Q4 		$119M Buy
5,509,095
+2,738,208
+99% +$60M 0.12% 174
2024
Q3 		$62.4M Sell
2,770,887
-306,283
-10% -$6.8M 0.07% 282
2024
Q2 		$66.4M Buy
3,077,170
+1,250,602
+68% +$26.7M 0.07% 252
2024
Q1 		$39.7M Buy
1,826,568
+1,513,194
+483% +$32.8M 0.05% 354
2023
Q4 		$6.92M Buy
313,374
+59,998
+24% +$1.26M 0.01% 936
2023
Q3 		$5.27M Buy
253,376
+7,646
+3% +$164K 0.01% 1009
2023
Q2 		$5.38M Sell
245,730
-8,705
-3% -$192K 0.01% 1003
2023
Q1 		$5.64M Sell
254,435
-741,352
-74% -$16.4M 0.01% 950
2022
Q4 		$21.6M Buy
+995,787
New +$21.5M 0.03% 428
2020
Q2 		– Sell
-19,048
Closed -$508K – 2942
2020
Q1 		$508K Buy
19,048
+9,708
+104% +$255K ﹤0.01% 1860
2019
Q4 		$244K Buy
+9,340
New +$245K ﹤0.01% 2651
2018
Q2 		– Sell
-9,347
Closed -$240K – 2786
2018
Q1 		$240K Buy
+9,347
New +$240K ﹤0.01% 2376

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial's SPMB Position: Q2 2026 in Review

Stifel Financial reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 25% in Q2 2026, selling an estimated $43.9M and leaving 5,892,272 shares worth $131M. The position accounts for 0.11% of the portfolio, ranked #200.

Stifel Financial first reported a position in SPMB in Q1 2018 and has held it in 18 quarters since. The position peaked at $176M in Q1 2026. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Stifel Financial held 5,892,272 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $131M as of Q2 2026.
  • Stifel Financial sold 1,969,438 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $43.9M.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.11% of Stifel Financial's portfolio in Q2 2026, its #200 holding.
  • Stifel Financial first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2018 and has held it in 18 quarters since.
  • Stifel Financial's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $176M 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 Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.