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

Alterna 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
Q1 		– Sell
-9,108
Closed -$204K – 115
2025
Q4 		$204K Hold
9,108
– – 0.17% 97
2025
Q3 		$204K Sell
9,108
-741
-8% -$16.4K 0.17% 93
2025
Q2 		$218K Sell
9,849
-432
-4% -$9.42K 0.17% 99
2025
Q1 		$227K Sell
10,281
-11,762
-53% -$256K 0.17% 97
2024
Q4 		$475K Buy
22,043
+12,816
+139% +$281K 0.4% 52
2024
Q3 		$208K Buy
+9,227
New +$205K 0.19% 93

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Alterna Wealth Management's SPMB Position: Q1 2026 in Review

Alterna Wealth Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2026, closing a stake of 9,108 shares — an estimated $204K sold.

Alterna Wealth Management first reported a position in SPMB in Q3 2024 and held it in 6 quarters. The position peaked at $475K in Q4 2024. 241 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

  • Alterna Wealth Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Alterna Wealth Management sold 9,108 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $204K.
  • Alterna Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2024 and held it in 6 quarters.
  • Alterna Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $475K in Q4 2024.
  • 241 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Alterna Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.