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Alliance Wealth Advisors (Utah)’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$610K Sell
27,351
-9,873
-27% -$220K 0.12% 111
2026
Q1 		$833K Sell
37,224
-11,768
-24% -$265K 0.18% 89
2025
Q4 		$1.1M Sell
48,992
-7,982
-14% -$180K 0.24% 91
2025
Q3 		$1.28M Buy
56,974
+4,589
+9% +$102K 0.3% 86
2025
Q2 		$1.16M Buy
52,385
+2,152
+4% +$46.9K 0.28% 87
2025
Q1 		$1.11M Buy
50,233
+650
+1% +$14.1K 0.29% 89
2024
Q4 		$1.07M Buy
49,583
+3,811
+8% +$83.5K 0.28% 91
2024
Q3 		$1.03M Buy
45,772
+854
+2% +$19K 0.27% 94
2024
Q2 		$969K Sell
44,918
-1,618
-3% -$34.6K 0.28% 86
2024
Q1 		$1.01M Buy
46,536
+2,567
+6% +$55.7K 0.3% 84
2023
Q4 		$970K Buy
43,969
+10,412
+31% +$219K 0.33% 76
2023
Q3 		$698K Buy
33,557
+1,999
+6% +$42.8K 0.26% 89
2023
Q2 		$691K Sell
31,558
-87
-0.3% -$1.92K 0.26% 95
2023
Q1 		$702K Sell
31,645
-1,319
-4% -$29.2K 0.28% 88
2022
Q4 		$715K Buy
+32,964
New +$711K 0.32% 78

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

Alliance Wealth Advisors (Utah)'s SPMB Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 27% in Q2 2026, selling an estimated $220K and leaving 27,351 shares worth $610K. The position accounts for 0.12% of the portfolio, ranked #111.

Alliance Wealth Advisors (Utah) first reported a position in SPMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.28M in Q3 2025. 255 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 27,351 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $610K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 9,873 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $220K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.12% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #111 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.28M in Q3 2025.
  • 255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.