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

Baker Tilly 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 		$284K Sell
12,713
-490
-4% -$10.9K 0.06% 227
2026
Q1 		$296K Buy
13,203
+206
+2% +$4.64K 0.07% 213
2025
Q4 		$291K Sell
12,997
-832
-6% -$18.7K 0.07% 226
2025
Q3 		$310K Sell
13,829
-841
-6% -$18.6K 0.07% 212
2025
Q2 		$324K Sell
14,670
-6,800
-32% -$148K 0.12% 177
2025
Q1 		$473K Sell
21,470
-1,429
-6% -$31.1K 0.19% 124
2024
Q4 		$493K Sell
22,899
-2,528
-10% -$55.4K 0.19% 117
2024
Q3 		$573K Sell
25,427
-1,184
-4% -$26.3K 0.25% 100
2024
Q2 		$574K Sell
26,611
-6,307
-19% -$135K 0.23% 102
2024
Q1 		$715K Sell
32,918
-34,165
-51% -$741K 0.13% 168
2023
Q4 		$1.48M Buy
67,083
+33,629
+101% +$707K 0.24% 93
2023
Q3 		$696K Sell
33,454
-6,864
-17% -$147K 0.11% 182
2023
Q2 		$883K Buy
40,318
+3,318
+9% +$73.1K 0.09% 224
2023
Q1 		$821K Buy
37,000
+5,710
+18% +$126K 0.09% 233
2022
Q4 		$679K Buy
31,290
+2,880
+10% +$62.1K 0.08% 262
2022
Q3 		$609K Buy
28,410
+783
+3% +$17.8K 0.08% 255
2022
Q2 		$631K Buy
27,627
+1,611
+6% +$37.1K 0.08% 251
2022
Q1 		$623K Sell
26,016
-2,719
-9% -$66.9K 0.07% 285
2021
Q4 		$729K Sell
28,735
-651
-2% -$16.6K 0.08% 276
2021
Q3 		$756K Buy
29,386
+4,182
+17% +$108K 0.1% 222
2021
Q2 		$652K Buy
25,204
+6,005
+31% +$156K 0.11% 217
2021
Q1 		$498K Buy
19,199
+10,805
+129% +$284K 0.1% 243
2020
Q4 		$222K Buy
+8,394
New +$222K 0.07% 300

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

Baker Tilly Wealth Management's SPMB Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 3.7% in Q2 2026, selling an estimated $10.9K and leaving 12,713 shares worth $284K. The position accounts for 0.06% of the portfolio, ranked #227.

Baker Tilly Wealth Management first reported a position in SPMB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.48M in Q4 2023. 255 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Baker Tilly Wealth Management held 12,713 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $284K as of Q2 2026.
  • Baker Tilly Wealth Management sold 490 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $10.9K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.06% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #227 holding.
  • Baker Tilly Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.48M in Q4 2023.
  • 255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.