AWM
SPMB icon

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

Apollon 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 		– Sell
-9,702
Closed -$217K – 1656
2026
Q1 		$217K Hold
9,702
– – ﹤0.01% 1276
2025
Q4 		$217K Sell
9,702
-1,178
-11% -$26.5K ﹤0.01% 1196
2025
Q3 		$244K Sell
10,880
-8,425
-44% -$186K ﹤0.01% 1133
2025
Q2 		$427K Buy
19,305
+141
+0.7% +$3.07K 0.01% 858
2025
Q1 		$423K Buy
19,164
+380
+2% +$8.26K 0.01% 820
2024
Q4 		$405K Sell
18,784
-2,146
-10% -$47K 0.01% 830
2024
Q3 		$472K Sell
20,930
-1,593
-7% -$35.4K 0.01% 742
2024
Q2 		$486K Sell
22,523
-1,866
-8% -$39.9K 0.01% 692
2024
Q1 		$530K Buy
24,389
+2,676
+12% +$58.1K 0.02% 678
2023
Q4 		$479K Buy
21,713
+6,996
+48% +$147K 0.02% 671
2023
Q3 		$306K Sell
14,717
-483
-3% -$10.3K 0.02% 693
2023
Q2 		$333K Sell
15,200
-3,663
-19% -$80.7K 0.02% 717
2023
Q1 		$418K Sell
18,863
-666
-3% -$14.7K 0.03% 585
2022
Q4 		$424K Buy
+19,529
New +$421K 0.03% 561

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

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

Apollon Wealth Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026, closing a stake of 9,702 shares — an estimated $217K sold.

Apollon Wealth Management first reported a position in SPMB in Q4 2022 and held it in 14 quarters. The position peaked at $530K in Q1 2024. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Apollon Wealth Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Apollon Wealth Management sold 9,702 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $217K.
  • Apollon Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2022 and held it in 14 quarters.
  • Apollon Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $530K in Q1 2024.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.