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

Bartlett & Co 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	$230K	Hold	10,341	–	–	﹤0.01%	437
2025 Q4	$232K	Hold	10,341	–	–	﹤0.01%	438
2025 Q3	$232K	Hold	10,341	–	–	﹤0.01%	429
2025 Q2	$229K	Hold	10,341	–	–	﹤0.01%	426
2025 Q1	$228K	Hold	10,341	–	–	﹤0.01%	428
2024 Q4	$223K	Hold	10,341	–	–	﹤0.01%	426
2024 Q3	$233K	Hold	10,341	–	–	﹤0.01%	424
2024 Q2	$223K	Hold	10,341	–	–	﹤0.01%	429
2024 Q1	$225K	Hold	10,341	–	–	﹤0.01%	439
2023 Q4	$229K	Buy	+10,341	New	+$217K	﹤0.01%	456

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bartlett & Co Wealth Management's SPMB Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) position steady in Q1 2026 at 10,341 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Bartlett & Co Wealth Management first reported a position in SPMB in Q4 2023 and has held it in 10 quarters since. The position peaked at $233K in Q3 2024. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

Bartlett & Co Wealth Management held 10,341 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $230K as of Q1 2026.
Bartlett & Co Wealth Management left its State Street SPDR Portfolio Mortgage Backed Bond ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #437 holding.
Bartlett & Co Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2023 and has held it in 10 quarters since.
Bartlett & Co Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $233K in Q3 2024.
240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.