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

Cassaday & 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
Q2 		$15K Buy
673
+140
+26% +$3.12K ﹤0.01% 816
2026
Q1 		$11.9K Buy
+533
New +$12K ﹤0.01% 863

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

Cassaday & Co Wealth Management's SPMB Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 26% in Q2 2026, buying an estimated $3.12K and bringing the position to 673 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Cassaday & Co Wealth Management first reported a position in SPMB in Q1 2026 and has held it in 2 quarters since. 255 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Cassaday & Co Wealth Management held 673 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $15K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 140 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $3.12K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #816 holding.
  • Cassaday & Co Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.