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

AE 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 		$880K Buy
39,465
+4,328
+12% +$96.5K ﹤0.01% 964
2026
Q1 		$787K Sell
35,137
-4,555
-11% -$103K ﹤0.01% 911
2025
Q4 		$890K Sell
39,692
-18,028
-31% -$406K 0.01% 842
2025
Q3 		$1.3M Buy
57,720
+25,067
+77% +$555K 0.01% 685
2025
Q2 		$722K Sell
32,653
-11,687
-26% -$255K 0.01% 809
2025
Q1 		$978K Buy
44,340
+3,771
+9% +$82K 0.01% 707
2024
Q4 		$874K Sell
40,569
-115,438
-74% -$2.53M 0.01% 736
2024
Q3 		$3.51M Sell
156,007
-228,578
-59% -$5.08M 0.03% 409
2024
Q2 		$8.3M Buy
384,585
+25,598
+7% +$547K 0.08% 249
2024
Q1 		$7.8M Sell
358,987
-37,936
-10% -$823K 0.09% 240
2023
Q4 		$8.64M Buy
396,923
+60,600
+18% +$1.27M 0.04% 433
2023
Q3 		$7M Sell
336,323
-3,347
-1% -$71.7K 0.04% 456
2023
Q2 		$7.44M Buy
339,670
+16,417
+5% +$362K 0.04% 441
2023
Q1 		$7.17M Buy
323,253
+21,213
+7% +$469K 0.05% 426
2022
Q4 		$6.55M Sell
302,040
-2,118
-0.7% -$45.7K 0.05% 412
2022
Q3 		$6.52M Sell
304,158
-39,286
-11% -$893K 0.05% 370
2022
Q2 		$7.85M Buy
343,444
+2,157
+0.6% +$49.7K 0.06% 325
2022
Q1 		$8.18M Buy
341,287
+26,941
+9% +$663K 0.06% 330
2021
Q4 		$7.98M Buy
314,346
+11,337
+4% +$289K 0.06% 316
2021
Q3 		$7.79M Buy
303,009
+20,915
+7% +$540K 0.06% 281
2021
Q2 		$7.29M Buy
282,094
+48,859
+21% +$1.27M 0.06% 281
2021
Q1 		$6.05M Buy
233,235
+60,472
+35% +$1.59M 0.06% 282
2020
Q4 		$4.56M Buy
172,763
+20,661
+14% +$547K 0.05% 289
2020
Q3 		$4.05M Buy
152,102
+1,370
+0.9% +$36.6K 0.06% 266
2020
Q2 		$4.04M Buy
150,732
+82,894
+122% +$2.22M 0.06% 261
2020
Q1 		$1.81M Buy
67,838
+23,524
+53% +$618K 0.04% 330
2019
Q4 		$1.16M Buy
44,314
+19,488
+78% +$510K 0.03% 503
2019
Q3 		$652K Buy
+24,826
New +$650K 0.02% 549

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 $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

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

AE Wealth Management increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 12% in Q2 2026, buying an estimated $96.5K and bringing the position to 39,465 shares worth $880K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

AE Wealth Management first reported a position in SPMB in Q3 2019 and has held it in 28 quarters since. The position peaked at $8.64M in Q4 2023. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • AE Wealth Management held 39,465 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $880K as of Q2 2026.
  • AE Wealth Management bought 4,328 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $96.5K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #964 holding.
  • AE Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • AE Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $8.64M in Q4 2023.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.