Fort Point Capital Partners’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Fort Point Capital 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 Q2	$2.08M	Buy	93,143 +33,867	+57%	+$755K	0.14%	72
2026 Q1	$1.33M	Buy	59,276 +926	+2%	+$20.8K	0.16%	81
2025 Q4	$1.32M	Buy	58,350 +5,889	+11%	+$133K	0.15%	88
2025 Q3	$1.18M	Sell	52,461 -9,171	-15%	-$203K	0.14%	97
2025 Q2	$1.36M	Buy	61,632 +8,251	+15%	+$180K	0.1%	121
2025 Q1	$1.18M	Sell	53,381 -5,962	-10%	-$130K	0.13%	112
2024 Q4	$1.28M	Buy	59,343 +20,219	+52%	+$443K	0.14%	106
2024 Q3	$881K	Sell	39,124 -9,323	-19%	-$207K	0.11%	126
2024 Q2	$1.05M	Buy	48,447 +3,867	+9%	+$82.7K	0.13%	113
2024 Q1	$968K	Sell	44,580 -6,085	-12%	-$132K	0.13%	123
2023 Q4	$1.12M	Buy	+50,665	New	+$1.07M	0.16%	96

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

Fort Point Capital Partners's SPMB Position: Q2 2026 in Review

Fort Point Capital Partners increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 57% in Q2 2026, buying an estimated $755K and bringing the position to 93,143 shares worth $2.08M. The position accounts for 0.14% of the portfolio, ranked #72.

Fort Point Capital Partners first reported a position in SPMB in Q4 2023 and has held it in 11 quarters since. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Fort Point Capital Partners held 93,143 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $2.08M as of Q2 2026.
Fort Point Capital Partners bought 33,867 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $755K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.14% of Fort Point Capital Partners's portfolio in Q2 2026, its #72 holding.
Fort Point Capital Partners first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2023 and has held it in 11 quarters since.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.