Comprehensive Financial Planning’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Comprehensive Financial Planning’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	$7.61K	Buy	+341	New	+$7.6K	﹤0.01%	308
2026 Q1	–	Sell	-341	Closed	-$7.64K	–	438
2025 Q4	$7.64K	Hold	341	–	–	0.01%	276
2025 Q3	$7.65K	Hold	341	–	–	0.01%	258
2025 Q2	$7.54K	Hold	341	–	–	0.01%	248
2025 Q1	$7.52K	Hold	341	–	–	0.01%	233
2024 Q4	$7.35K	Buy	+341	New	+$7.47K	0.01%	261

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Comprehensive Financial Planning's SPMB Position: Q2 2026 in Review

Comprehensive Financial Planning opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026: 341 shares worth $7.61K. The stake represents ﹤0.01% of the portfolio and ranks #308 among its holdings. This is a return to the name: Comprehensive Financial Planning previously reported a position in SPMB as recently as Q4 2025.

Comprehensive Financial Planning first reported a position in SPMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.65K in Q3 2025. 255 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Comprehensive Financial Planning held 341 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $7.61K as of Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Comprehensive Financial Planning position in Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #308 holding.
Comprehensive Financial Planning first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2024 and has held it in 6 quarters since.
Comprehensive Financial Planning's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $7.65K in Q3 2025.
255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.