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

Diversify 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	$2.02M	Sell	91,781 -7,953	-8%	-$177K	0.03%	408
2026 Q1	$2.22M	Buy	99,734 +78,426	+368%	+$1.77M	0.04%	348
2025 Q4	$480K	Buy	21,308 +8,596	+68%	+$193K	0.02%	445
2025 Q3	$286K	Sell	12,712 -6,072	-32%	-$134K	0.02%	464
2025 Q2	$414K	Sell	18,784 -5,898	-24%	-$129K	0.03%	403
2025 Q1	$544K	Sell	24,682 -6,128	-20%	-$133K	0.04%	343
2024 Q4	$656K	Sell	30,810 -3,848	-11%	-$84.3K	0.05%	297
2024 Q3	$759K	Sell	34,658 -4,834	-12%	-$107K	0.07%	228
2024 Q2	$881K	Buy	+39,492	New	+$844K	0.11%	178

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

Diversify Wealth Management's SPMB Position: Q2 2026 in Review

Diversify Wealth Management reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 8% in Q2 2026, selling an estimated $177K and leaving 91,781 shares worth $2.02M. The position accounts for 0.03% of the portfolio, ranked #408.

Diversify Wealth Management first reported a position in SPMB in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.22M in Q1 2026. 255 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Diversify Wealth Management held 91,781 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $2.02M as of Q2 2026.
Diversify Wealth Management sold 7,953 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $177K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #408 holding.
Diversify Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $2.22M in Q1 2026.
255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.