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

Acorn Wealth 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	$220K	Buy	+9,863	New	+$220K	0.05%	284
2025 Q3	–	Sell	-9,797	Closed	-$217K	–	288
2025 Q2	$217K	Hold	9,797	–	–	0.08%	231
2025 Q1	$216K	Hold	9,797	–	–	0.09%	222
2024 Q4	$211K	Hold	9,797	–	–	0.09%	225
2024 Q3	$221K	Hold	9,797	–	–	0.09%	208
2024 Q2	$211K	Hold	9,797	–	–	0.1%	192
2024 Q1	$213K	Hold	9,797	–	–	0.11%	192
2023 Q4	$216K	Sell	9,797 -231	-2%	-$4.86K	0.13%	174
2023 Q3	$209K	Buy	+10,028	New	+$215K	0.14%	171

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

Acorn Wealth Advisors's SPMB Position: Q2 2026 in Review

Acorn Wealth Advisors opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026: 9,863 shares worth $220K. The stake represents 0.05% of the portfolio and ranks #284 among its holdings. This is a return to the name: Acorn Wealth Advisors previously reported a position in SPMB as recently as Q2 2025.

Acorn Wealth Advisors first reported a position in SPMB in Q3 2023 and has held it in 9 quarters since. The position peaked at $221K in Q3 2024. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Acorn Wealth Advisors held 9,863 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $220K as of Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Acorn Wealth Advisors position in Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.05% of Acorn Wealth Advisors's portfolio in Q2 2026, its #284 holding.
Acorn Wealth Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2023 and has held it in 9 quarters since.
Acorn Wealth Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $221K in Q3 2024.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.