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Abound Financial’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Abound Financial’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
Q1 		$5.97M Sell
266,628
-14,327
-5% -$323K 2.61% 11
2025
Q4 		$6.3M Buy
280,955
+24,365
+9% +$548K 2.44% 12
2025
Q3 		$5.76M Buy
256,590
+1,064
+0.4% +$23.5K 2.3% 13
2025
Q2 		$5.65M Buy
255,526
+12,603
+5% +$275K 2.49% 12
2025
Q1 		$5.36M Sell
242,923
-7,209
-3% -$157K 2.71% 11
2024
Q4 		$5.39M Buy
+250,132
New +$5.48M 2.73% 10

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 $11B AUM 18.22% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Abound Financial's SPMB Position: Q1 2026 in Review

Abound Financial reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 5.1% in Q1 2026, selling an estimated $323K and leaving 266,628 shares worth $5.97M. The position accounts for 2.61% of the portfolio, ranked #11.

Abound Financial first reported a position in SPMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.3M in Q4 2025. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

  • Abound Financial held 266,628 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $5.97M as of Q1 2026.
  • Abound Financial sold 14,327 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $323K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 2.61% of Abound Financial's portfolio in Q1 2026, its #11 holding.
  • Abound Financial first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Abound Financial's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $6.3M in Q4 2025.
  • 240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.