Concord Wealth Partners’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Concord Wealth Partners’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	$59.8K	Buy	+2,681	New	+$59.8K	0.01%	346
2026 Q1	–	Sell	-5,932	Closed	-$133K	–	703
2025 Q4	$133K	Hold	5,932	–	–	0.02%	229
2025 Q3	$133K	Sell	5,932 -2,727	-31%	-$60.3K	0.02%	232
2025 Q2	$191K	Sell	8,659 -2,144	-20%	-$46.7K	0.03%	203
2025 Q1	$238K	Sell	10,803 -2,983	-22%	-$64.9K	0.04%	180
2024 Q4	$297K	Sell	13,786 -8,546	-38%	-$187K	0.05%	174
2024 Q3	$503K	Sell	22,332 -13,207	-37%	-$293K	0.08%	135
2024 Q2	$767K	Sell	35,539 -17,525	-33%	-$375K	0.14%	116
2024 Q1	$1.15M	Sell	53,064 -19,181	-27%	-$416K	0.21%	93
2023 Q4	$1.59M	Sell	72,245 -24,299	-25%	-$511K	0.32%	68
2023 Q3	$2.01M	Sell	96,544 -51,283	-35%	-$1.1M	0.43%	43
2023 Q2	$3.24M	Buy	147,827 +265	+0.2%	+$5.84K	0.7%	28
2023 Q1	$3.27M	Sell	147,562 -93,918	-39%	-$2.08M	0.93%	25
2022 Q4	$5.24M	Sell	241,480 -333,795	-58%	-$7.2M	1.58%	16
2022 Q3	$12.3M	Sell	575,275 -25,979	-4%	-$590K	3.92%	6
2022 Q2	$13.7M	Buy	601,254 +10,543	+2%	+$243K	3.77%	5
2022 Q1	$14.2M	Sell	590,711 -84,322	-12%	-$2.07M	3.66%	6
2021 Q4	$17.1M	Buy	675,033 +72,588	+12%	+$1.85M	4.19%	6
2021 Q3	$15.5M	Sell	602,445 -166,986	-22%	-$4.31M	6.35%	5
2021 Q2	$19.9M	Buy	769,431 +196,140	+34%	+$5.08M	5.7%	4
2021 Q1	$14.9M	Buy	573,291 +570,731	+22,294%	+$15M	5.01%	5
2020 Q4	$68K	Buy	+2,560	New	+$67.8K	0.05%	172

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

Concord Wealth Partners's SPMB Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026: 2,681 shares worth $59.8K. The stake represents 0.01% of the portfolio and ranks #346 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SPMB as recently as Q4 2025.

Concord Wealth Partners first reported a position in SPMB in Q4 2020 and has held it in 22 quarters since. The position peaked at $19.9M in Q2 2021. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Concord Wealth Partners held 2,681 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $59.8K as of Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Concord Wealth Partners position in Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #346 holding.
Concord Wealth Partners first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2020 and has held it in 22 quarters since.
Concord Wealth Partners's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $19.9M in Q2 2021.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.