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

Waverly 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 		$6.39M Buy
286,215
+75,583
+36% +$1.69M 0.04% 382
2026
Q1 		$4.72M Buy
210,632
+11,437
+6% +$257K 0.04% 418
2025
Q4 		$4.46M Buy
199,195
+19,733
+11% +$444K 0.04% 396
2025
Q3 		$4.03M Buy
179,462
+15,435
+9% +$342K 0.04% 360
2025
Q2 		$3.63M Buy
164,027
+3,732
+2% +$81.4K 0.04% 369
2025
Q1 		$3.53M Buy
160,295
+15,608
+11% +$339K 0.04% 356
2024
Q4 		$3.12M Buy
144,687
+11,831
+9% +$259K 0.05% 291
2024
Q3 		$2.99M Buy
132,856
+37,958
+40% +$843K 0.06% 267
2024
Q2 		$2.05M Buy
+94,898
New +$2.03M 0.04% 316

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 $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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

Waverly Advisors's SPMB Position: Q2 2026 in Review

Waverly Advisors increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 36% in Q2 2026, buying an estimated $1.69M and bringing the position to 286,215 shares worth $6.39M. The position accounts for 0.04% of the portfolio, ranked #382.

Waverly Advisors first reported a position in SPMB in Q2 2024 and has held it in 9 quarters since. 258 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Waverly Advisors held 286,215 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $6.39M as of Q2 2026.
  • Waverly Advisors bought 75,583 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $1.69M.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #382 holding.
  • Waverly Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 258 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.