Adams Wealth Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Adams Wealth Management’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	$1.74M	Sell	78,165 -17,896	-19%	-$399K	0.33%	63
2026 Q1	$2.15M	Buy	96,061 +23,597	+33%	+$531K	0.47%	60
2025 Q4	$1.62M	Sell	72,464 -7,529	-9%	-$169K	0.35%	64
2025 Q3	$1.8M	Sell	79,993 -9,702	-11%	-$215K	0.38%	61
2025 Q2	$1.98M	Buy	+89,695	New	+$1.96M	0.38%	59

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

Adams Wealth Management's SPMB Position: Q2 2026 in Review

Adams Wealth Management reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 19% in Q2 2026, selling an estimated $399K and leaving 78,165 shares worth $1.74M. The position accounts for 0.33% of the portfolio, ranked #63.

Adams Wealth Management first reported a position in SPMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.15M in Q1 2026. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Adams Wealth Management held 78,165 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $1.74M as of Q2 2026.
Adams Wealth Management sold 17,896 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $399K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.33% of Adams Wealth Management's portfolio in Q2 2026, its #63 holding.
Adams Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2025 and has held it in 5 quarters since.
Adams Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $2.15M in Q1 2026.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.