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 Q2	$5.92M	Sell	265,292 -1,336	-0.5%	-$29.8K	2.36%	12
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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Abound Financial's SPMB Position: Q2 2026 in Review

Abound Financial reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 0.5% in Q2 2026, selling an estimated $29.8K and leaving 265,292 shares worth $5.92M. The position accounts for 2.36% of the portfolio, ranked #12.

Abound Financial first reported a position in SPMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.3M in Q4 2025. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Abound Financial held 265,292 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $5.92M as of Q2 2026.
Abound Financial sold 1,336 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $29.8K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 2.36% of Abound Financial's portfolio in Q2 2026, its #12 holding.
Abound Financial first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2024 and has held it in 7 quarters since.
Abound Financial's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $6.3M 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 Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.