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Confluence Wealth Services’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Confluence Wealth Services’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 		$534K Buy
+23,944
New +$534K 0.02% 315

Other funds holding SPMB

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
LGW
Leslie Global Wealth Itasca, Illinois $257M AUM 23.12% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

Confluence Wealth Services's SPMB Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026: 23,944 shares worth $534K. The stake represents 0.02% of the portfolio and ranks #315 among its holdings.

68 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Confluence Wealth Services held 23,944 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $534K as of Q2 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Confluence Wealth Services position in Q2 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #315 holding.
  • 68 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.