Foundations Investment Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Foundations Investment 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	$231K	Buy	10,366 +249	+2%	+$5.55K	﹤0.01%	1080
2026 Q1	$227K	Buy	+10,117	New	+$228K	﹤0.01%	1050
2025 Q1	–	Sell	-10,804	Closed	-$233K	–	924
2024 Q4	$233K	Buy	+10,804	New	+$237K	﹤0.01%	749
2024 Q2	–	Sell	-12,449	Closed	-$270K	–	799
2024 Q1	$270K	Buy	+12,449	New	+$270K	0.01%	603

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

Foundations Investment Advisors's SPMB Position: Q2 2026 in Review

Foundations Investment Advisors increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 2.5% in Q2 2026, buying an estimated $5.55K and bringing the position to 10,366 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Foundations Investment Advisors first reported a position in SPMB in Q1 2024 and has held it in 4 quarters since. The position peaked at $270K in Q1 2024. 255 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Foundations Investment Advisors held 10,366 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $231K as of Q2 2026.
Foundations Investment Advisors bought 249 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $5.55K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1080 holding.
Foundations Investment Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2024 and has held it in 4 quarters since.
Foundations Investment Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $270K in Q1 2024.
255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.