SFO
SPMB icon

Stokes Family Office’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Stokes Family Office’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 		$10.9M Sell
487,991
-114,674
-19% -$2.56M 1.27% 14
2026
Q1 		$13.5M Sell
602,665
-24,323
-4% -$548K 1.39% 14
2025
Q4 		$14.1M Buy
626,988
+67,691
+12% +$1.52M 1.29% 16
2025
Q3 		$12.6M Buy
559,297
+14,158
+3% +$313K 1.19% 20
2025
Q2 		$12M Buy
545,139
+16,067
+3% +$350K 1.26% 19
2025
Q1 		$11.7M Buy
529,072
+63,303
+14% +$1.38M 1.31% 20
2024
Q4 		$10M Buy
465,769
+59,852
+15% +$1.31M 1.07% 22
2024
Q3 		$9.15M Buy
405,917
+21,375
+6% +$475K 1% 24
2024
Q2 		$8.29M Sell
384,542
-4,400
-1% -$94.1K 0.97% 25
2024
Q1 		$8.45M Buy
388,942
+26,997
+7% +$586K 1.06% 23
2023
Q4 		$7.99M Sell
361,945
-3,224
-0.9% -$67.8K 1.08% 23
2023
Q3 		$7.6M Sell
365,169
-237,416
-39% -$5.09M 0.89% 23
2023
Q2 		$13.2M Sell
602,585
-18,803
-3% -$414K 1.53% 12
2023
Q1 		$13.8M Sell
621,388
-230,156
-27% -$5.09M 1.72% 11
2022
Q4 		$18.5M Buy
+851,544
New +$18.4M 2.38% 7

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

Stokes Family Office's SPMB Position: Q2 2026 in Review

Stokes Family Office reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 19% in Q2 2026, selling an estimated $2.56M and leaving 487,991 shares worth $10.9M. The position accounts for 1.27% of the portfolio, ranked #14.

Stokes Family Office first reported a position in SPMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.5M in Q4 2022. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Stokes Family Office held 487,991 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $10.9M as of Q2 2026.
  • Stokes Family Office sold 114,674 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $2.56M.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 1.27% of Stokes Family Office's portfolio in Q2 2026, its #14 holding.
  • Stokes Family Office first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Stokes Family Office's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $18.5M in Q4 2022.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.