Financial Network Wealth Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Financial Network Wealth Advisors’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	$712K	Buy	31,893 +5,730	+22%	+$128K	0.72%	27
2026 Q1	$586K	Buy	26,163 +2,441	+10%	+$55K	0.6%	26
2025 Q4	$532K	Buy	23,722 +1,699	+8%	+$38.2K	0.55%	30
2025 Q3	$494K	Buy	22,023 +2,049	+10%	+$45.3K	0.54%	33
2025 Q2	$441K	Sell	19,974 -810	-4%	-$17.7K	0.54%	37
2025 Q1	$458K	Buy	20,784 +4,374	+27%	+$95.1K	0.6%	34
2024 Q4	$354K	Sell	16,410 -26,392	-62%	-$578K	0.66%	25
2024 Q3	$964K	Sell	42,802 -1,714	-4%	-$38.1K	0.8%	25
2024 Q2	$962K	Sell	44,516 -8,195	-16%	-$175K	0.72%	29
2024 Q1	$1.14M	Buy	52,711 +106	+0.2%	+$2.3K	1.14%	22
2023 Q4	$1.16M	Buy	+52,605	New	+$1.11M	1.24%	19

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

Financial Network Wealth Advisors's SPMB Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 22% in Q2 2026, buying an estimated $128K and bringing the position to 31,893 shares worth $712K. The position accounts for 0.72% of the portfolio, ranked #27.

Financial Network Wealth Advisors first reported a position in SPMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q4 2023. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Financial Network Wealth Advisors held 31,893 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $712K as of Q2 2026.
Financial Network Wealth Advisors bought 5,730 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $128K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.72% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #27 holding.
Financial Network Wealth Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2023 and has held it in 11 quarters since.
Financial Network Wealth Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.16M in Q4 2023.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.