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

EPG 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 		– Sell
-625
Closed -$14K – 337
2026
Q1 		$14K Hold
625
– – ﹤0.01% 272
2025
Q4 		$14K Hold
625
– – ﹤0.01% 266
2025
Q3 		$14K Hold
625
– – ﹤0.01% 267
2025
Q2 		$13.8K Buy
+625
New +$13.6K ﹤0.01% 261

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
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
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

EPG Wealth Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026, closing a stake of 625 shares — an estimated $14K sold.

EPG Wealth Management first reported a position in SPMB in Q2 2025 and held it in 4 quarters. The position peaked at $14K in Q3 2025. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • EPG Wealth Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2026 after selling out during the quarter.
  • EPG Wealth Management sold 625 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $14K.
  • EPG Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2025 and held it in 4 quarters.
  • EPG Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $14K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.