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Diversified Enterprises’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Diversified Enterprises’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 		$261K Buy
11,669
+830
+8% +$18.7K 0.01% 350
2025
Q4 		$243K Hold
10,839
– – 0.01% 336
2025
Q3 		$243K Buy
10,839
+267
+3% +$5.91K 0.02% 279
2025
Q2 		$234K Sell
10,572
-1,298
-11% -$28.3K 0.02% 273
2025
Q1 		$262K Buy
11,870
+267
+2% +$5.81K 0.02% 253
2024
Q4 		$250K Buy
11,603
+1,266
+12% +$27.7K 0.02% 210
2024
Q3 		$233K Buy
+10,337
New +$230K 0.03% 210

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Diversified Enterprises's SPMB Position: Q1 2026 in Review

Diversified Enterprises increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 7.7% in Q1 2026, buying an estimated $18.7K and bringing the position to 11,669 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #350.

Diversified Enterprises first reported a position in SPMB in Q3 2024 and has held it in 7 quarters since. The position peaked at $262K in Q1 2025. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

  • Diversified Enterprises held 11,669 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $261K as of Q1 2026.
  • Diversified Enterprises bought 830 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $18.7K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.01% of Diversified Enterprises's portfolio in Q1 2026, its #350 holding.
  • Diversified Enterprises first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Diversified Enterprises's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $262K in Q1 2025.
  • 240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.