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Financial Plan Inc’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Financial Plan Inc’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 		$28.5M Buy
1,271,622
+233,762
+23% +$5.26M 3.05% 11
2025
Q4 		$23.3M Buy
+1,037,860
New +$23.4M 2.67% 12

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 $445B AUM 25.58% 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 $3.37T AUM 44.26% 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

Financial Plan Inc's SPMB Position: Q1 2026 in Review

Financial Plan Inc increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 23% in Q1 2026, buying an estimated $5.26M and bringing the position to 1,271,622 shares worth $28.5M. The position accounts for 3.05% of the portfolio, ranked #11.

Financial Plan Inc first reported a position in SPMB in Q4 2025 and has held it in 2 quarters since. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

  • Financial Plan Inc held 1,271,622 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $28.5M as of Q1 2026.
  • Financial Plan Inc bought 233,762 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $5.26M.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 3.05% of Financial Plan Inc's portfolio in Q1 2026, its #11 holding.
  • Financial Plan Inc first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.