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

Stratos Wealth Partners’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 		$10.5M Buy
470,785
+48,213
+11% +$1.08M 0.11% 198
2026
Q1 		$9.46M Sell
422,572
-343,470
-45% -$7.73M 0.11% 201
2025
Q4 		$17.2M Buy
766,042
+374,141
+95% +$8.42M 0.19% 102
2025
Q3 		$8.79M Buy
391,901
+20,917
+6% +$463K 0.1% 200
2025
Q2 		$8.2M Buy
370,984
+15,340
+4% +$334K 0.11% 194
2025
Q1 		$7.84M Buy
355,644
+7,619
+2% +$166K 0.12% 179
2024
Q4 		$7.5M Buy
348,025
+13,311
+4% +$291K 0.11% 196
2024
Q3 		$7.54M Buy
334,714
+25,887
+8% +$575K 0.11% 198
2024
Q2 		$6.66M Buy
308,827
+3,749
+1% +$80.2K 0.11% 193
2024
Q1 		$6.63M Buy
305,078
+294,898
+2,897% +$6.4M 0.11% 197
2023
Q4 		$225K Hold
10,180
– – ﹤0.01% 1216
2023
Q3 		$212K Buy
+10,180
New +$218K ﹤0.01% 1146
2022
Q3 		– Sell
-58,711
Closed -$1.34M – 1221
2022
Q2 		$1.34M Sell
58,711
-242,327
-80% -$5.58M 0.03% 416
2022
Q1 		$7.21M Sell
301,038
-72,295
-19% -$1.78M 0.16% 129
2021
Q4 		$9.47M Buy
373,333
+102,784
+38% +$2.62M 0.21% 104
2021
Q3 		$6.96M Buy
270,549
+8,680
+3% +$224K 0.18% 119
2021
Q2 		$6.77M Sell
261,869
-842
-0.3% -$21.8K 0.17% 127
2021
Q1 		$6.81M Buy
262,711
+1,858
+0.7% +$48.8K 0.19% 119
2020
Q4 		$6.89M Buy
260,853
+16,438
+7% +$436K 0.2% 112
2020
Q3 		$6.51M Buy
244,415
+31,148
+15% +$831K 0.21% 112
2020
Q2 		$5.71M Buy
+213,267
New +$5.71M 0.2% 116

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

Stratos Wealth Partners's SPMB Position: Q2 2026 in Review

Stratos Wealth Partners increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 11% in Q2 2026, buying an estimated $1.08M and bringing the position to 470,785 shares worth $10.5M. The position accounts for 0.11% of the portfolio, ranked #198.

Stratos Wealth Partners first reported a position in SPMB in Q2 2020 and has held it in 21 quarters since. The position peaked at $17.2M in Q4 2025. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Stratos Wealth Partners held 470,785 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $10.5M as of Q2 2026.
  • Stratos Wealth Partners bought 48,213 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $1.08M.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.11% of Stratos Wealth Partners's portfolio in Q2 2026, its #198 holding.
  • Stratos Wealth Partners first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2020 and has held it in 21 quarters since.
  • Stratos Wealth Partners's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $17.2M in Q4 2025.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.