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

Strategic 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	$881K	Buy	39,487 +11	+0%	+$245	0.05%	162
2026 Q1	$883K	Buy	39,476 +2,478	+7%	+$55.8K	0.06%	160
2025 Q4	$829K	Buy	36,998 +31,105	+528%	+$700K	0.07%	115
2025 Q3	$811K	Sell	5,893 -30,068	-84%	-$665K	0.07%	116
2025 Q2	$793K	Sell	35,961 -1,486	-4%	-$32.4K	0.08%	114
2025 Q1	$826K	Buy	37,447 +400	+1%	+$8.7K	0.09%	122
2024 Q4	$798K	Buy	37,047 +1,748	+5%	+$38.3K	0.08%	134
2024 Q3	$795K	Buy	35,299 +667	+2%	+$14.8K	0.09%	134
2024 Q2	$747K	Buy	34,632 +1,142	+3%	+$24.4K	0.09%	136
2024 Q1	$727K	Buy	+33,490	New	+$727K	0.09%	137

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

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

Strategic Investment Advisors increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 0.03% in Q2 2026, buying an estimated $245 and bringing the position to 39,487 shares worth $881K. The position accounts for 0.05% of the portfolio, ranked #162.

Strategic Investment Advisors first reported a position in SPMB in Q1 2024 and has held it in 10 quarters since. The position peaked at $883K in Q1 2026. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Strategic Investment Advisors held 39,487 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $881K as of Q2 2026.
Strategic Investment Advisors bought 11 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $245.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.05% of Strategic Investment Advisors's portfolio in Q2 2026, its #162 holding.
Strategic Investment Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2024 and has held it in 10 quarters since.
Strategic Investment Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $883K 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 Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.