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Stratos Wealth Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Stratos Wealth 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
2025
Q2 		– Sell
-21,274
Closed -$469K – 710
2025
Q1 		$469K Buy
21,274
+5,255
+33% +$114K 0.03% 448
2024
Q4 		$345K Sell
16,019
-87,992
-85% -$1.93M 0.02% 557
2024
Q3 		$2.34M Buy
104,011
+93,222
+864% +$2.07M 0.11% 203
2024
Q2 		$233K Sell
10,789
-6,673
-38% -$143K 0.01% 625
2024
Q1 		$379K Sell
17,462
-15,874
-48% -$345K 0.02% 515
2023
Q4 		$736K Buy
33,336
+16,871
+102% +$355K 0.04% 386
2023
Q3 		$342K Sell
16,465
-34,297
-68% -$735K 0.02% 497
2023
Q2 		$1.11M Buy
+50,762
New +$1.12M 0.08% 280
2022
Q4 		– Sell
-30,476
Closed -$654K – 584
2022
Q3 		$654K Sell
30,476
-42,139
-58% -$957K 0.07% 310
2022
Q2 		$1.66M Buy
72,615
+4,349
+6% +$100K 0.15% 176
2022
Q1 		$1.64M Buy
68,266
+50,134
+276% +$1.23M 0.13% 194
2021
Q4 		$460K Sell
18,132
-360
-2% -$9.18K 0.03% 408
2021
Q3 		$476K Sell
18,492
-6,819
-27% -$176K 0.04% 368
2021
Q2 		$655K Sell
25,311
-10,165
-29% -$263K 0.06% 312
2021
Q1 		$920K Sell
35,476
-11,435
-24% -$300K 0.1% 226
2020
Q4 		$1.24M Buy
46,911
+7,197
+18% +$191K 0.17% 139
2020
Q3 		$1.06M Buy
39,714
+26,636
+204% +$711K 0.26% 96
2020
Q2 		$350K Buy
13,078
+9,215
+239% +$247K 0.11% 186
2020
Q1 		$103K Buy
+3,863
New +$102K 0.07% 168

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stratos Wealth Advisors's SPMB Position: Q2 2025 in Review

Stratos Wealth Advisors sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2025, closing a stake of 21,274 shares — an estimated $469K sold.

Stratos Wealth Advisors first reported a position in SPMB in Q1 2020 and held it in 19 quarters. The position peaked at $2.34M in Q3 2024. 225 funds tracked by Wall St. Rank hold SPMB as of Q2 2025.

  • Stratos Wealth Advisors reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 21,274 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2025, an estimated $469K.
  • Stratos Wealth Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2020 and held it in 19 quarters.
  • Stratos Wealth Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $2.34M in Q3 2024.
  • 225 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2025.

Based on Stratos Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.