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United Capital Financial Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

United Capital Financial 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 		$557K Sell
24,986
-4,947
-17% -$110K ﹤0.01% 1052
2026
Q1 		$670K Sell
29,933
-9,565
-24% -$215K ﹤0.01% 927
2025
Q4 		$885K Sell
39,498
-10,608
-21% -$239K 0.01% 780
2025
Q3 		$1.12M Sell
50,106
-15,327
-23% -$339K 0.01% 608
2025
Q2 		$1.45M Sell
65,433
-24,515
-27% -$534K 0.01% 506
2025
Q1 		$1.98M Sell
89,948
-27,519
-23% -$598K 0.02% 429
2024
Q4 		$2.53M Sell
117,467
-6,579
-5% -$144K 0.02% 373
2024
Q3 		$2.79M Sell
124,046
-12,193
-9% -$271K 0.02% 352
2024
Q2 		$2.94M Sell
136,239
-14,432
-10% -$309K 0.03% 335
2024
Q1 		$3.27M Sell
150,671
-117,210
-44% -$2.54M 0.03% 342
2023
Q4 		$5.91M Sell
267,881
-615,118
-70% -$12.9M 0.05% 267
2023
Q3 		$18.4M Buy
882,999
+13,129
+2% +$281K 0.12% 158
2023
Q2 		$19.1M Sell
869,870
-22,892
-3% -$504K 0.1% 170
2023
Q1 		$19.8M Sell
892,762
-158,215
-15% -$3.5M 0.11% 166
2022
Q4 		$22.8M Sell
1,050,977
-251,297
-19% -$5.42M 0.13% 155
2022
Q3 		$27.9M Sell
1,302,274
-194,263
-13% -$4.41M 0.17% 123
2022
Q2 		$34.2M Sell
1,496,537
-138,805
-8% -$3.2M 0.19% 111
2022
Q1 		$39.2M Buy
1,635,342
+124
+0% +$3.05K 0.19% 111
2021
Q4 		$41.5M Buy
1,635,218
+207,815
+15% +$5.3M 0.19% 111
2021
Q3 		$36.7M Buy
1,427,403
+233,411
+20% +$6.03M 0.18% 116
2021
Q2 		$30.9M Buy
1,193,992
+214,701
+22% +$5.56M 0.16% 139
2021
Q1 		$25.4M Buy
979,291
+190,272
+24% +$4.99M 0.14% 158
2020
Q4 		$20.8M Buy
789,019
+155,244
+24% +$4.11M 0.13% 172
2020
Q3 		$16.9M Buy
633,775
+237,972
+60% +$6.35M 0.11% 190
2020
Q2 		$10.6M Buy
+395,803
New +$10.6M 0.08% 239

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

United Capital Financial Advisors's SPMB Position: Q2 2026 in Review

United Capital Financial Advisors reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 17% in Q2 2026, selling an estimated $110K and leaving 24,986 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

United Capital Financial Advisors first reported a position in SPMB in Q2 2020 and has held it in 25 quarters since. The position peaked at $41.5M in Q4 2021. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • United Capital Financial Advisors held 24,986 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $557K as of Q2 2026.
  • United Capital Financial Advisors sold 4,947 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $110K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1052 holding.
  • United Capital Financial Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • United Capital Financial Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $41.5M in Q4 2021.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.