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

FAS 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
Q1 		$17.1K Sell
763
-789
-51% -$17.8K ﹤0.01% 444
2025
Q4 		$34.8K Sell
1,552
-198
-11% -$4.46K ﹤0.01% 408
2025
Q3 		$39.3K Buy
1,750
+15
+0.9% +$332 ﹤0.01% 384
2025
Q2 		$38.3K Buy
1,735
+15
+0.9% +$327 ﹤0.01% 380
2025
Q1 		$37.9K Sell
1,720
-398
-19% -$8.65K ﹤0.01% 352
2024
Q4 		$45.6K Buy
2,118
+28
+1% +$613 ﹤0.01% 353
2024
Q3 		$47.1K Buy
2,090
+17
+0.8% +$378 ﹤0.01% 357
2024
Q2 		$44.7K Buy
2,073
+17
+0.8% +$364 ﹤0.01% 346
2024
Q1 		$44.7K Buy
2,056
+62
+3% +$1.35K ﹤0.01% 353
2023
Q4 		$44K Sell
1,994
-4,236
-68% -$89.1K ﹤0.01% 343
2023
Q3 		$130K Buy
6,230
+980
+19% +$21K 0.01% 288
2023
Q2 		$115K Sell
5,250
-1,254
-19% -$27.6K 0.01% 280
2023
Q1 		$144K Sell
6,504
-8,807
-58% -$195K 0.02% 293
2022
Q4 		$332K Sell
15,311
-24,005
-61% -$518K 0.04% 230
2022
Q3 		$843K Sell
39,316
-9,538
-20% -$217K 0.09% 145
2022
Q2 		$1.12M Sell
48,854
-26,108
-35% -$601K 0.12% 115
2022
Q1 		$1.8M Sell
74,962
-21,789
-23% -$536K 0.17% 85
2021
Q4 		$2.46M Sell
96,751
-13,549
-12% -$345K 0.23% 70
2021
Q3 		$2.84M Sell
110,300
-665
-0.6% -$17.2K 0.27% 61
2021
Q2 		$2.87M Sell
110,965
-2,521
-2% -$65.3K 0.27% 61
2021
Q1 		$2.94M Sell
113,486
-4,740
-4% -$124K 0.31% 56
2020
Q4 		$3.12M Sell
118,226
-56,075
-32% -$1.49M 0.36% 55
2020
Q3 		$4.64M Sell
174,301
-25,879
-13% -$691K 0.63% 29
2020
Q2 		$5.36M Sell
200,180
-12,775
-6% -$342K 0.79% 23
2020
Q1 		$5.68M Sell
212,955
-13,485
-6% -$354K 0.99% 20
2019
Q4 		$5.91M Sell
226,440
-4,910
-2% -$129K 1% 22
2019
Q3 		$6.08M Sell
231,350
-1,930
-0.8% -$50.5K 1.1% 19
2019
Q2 		$6.1M Sell
233,280
-2,165
-0.9% -$55.9K 1.14% 19
2019
Q1 		$6.08M Buy
235,445
+6,768
+3% +$173K 1.19% 19
2018
Q4 		$5.81M Buy
228,677
+60,422
+36% +$1.51M 1.33% 20
2018
Q3 		$4.24M Sell
168,255
-5,060
-3% -$128K 0.97% 22
2018
Q2 		$4.39M Buy
173,315
+5,453
+3% +$138K 1.18% 21
2018
Q1 		$4.31M Sell
167,862
-2,503
-1% -$64.1K 1.24% 19
2017
Q4 		$4.43M Buy
170,365
+12,316
+8% +$322K 1.16% 19
2017
Q3 		$4.16M Buy
158,049
+15,475
+11% +$407K 1.16% 18
2017
Q2 		$3.75M Buy
142,574
+10,871
+8% +$287K 1.12% 21
2017
Q1 		$3.47M Buy
+131,703
New +$3.46M 1.07% 22

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 $11B AUM 18.22% 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

FAS Wealth Partners's SPMB Position: Q1 2026 in Review

FAS Wealth Partners reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 51% in Q1 2026, selling an estimated $17.8K and leaving 763 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

FAS Wealth Partners first reported a position in SPMB in Q1 2017 and has held it in 37 quarters since. The position peaked at $6.1M in Q2 2019. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

  • FAS Wealth Partners held 763 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $17.1K as of Q1 2026.
  • FAS Wealth Partners sold 789 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $17.8K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q1 2026, its #444 holding.
  • FAS Wealth Partners first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2017 and has held it in 37 quarters since.
  • FAS Wealth Partners's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $6.1M in Q2 2019.
  • 240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.