Founders Financial Alliance’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Founders Financial Alliance’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	–	Sell	-84	Closed	-$1.88K	–	818
2026 Q1	$1.88K	Hold	84	–	–	﹤0.01%	715
2025 Q4	$1.88K	Hold	84	–	–	﹤0.01%	584
2025 Q3	$1.89K	Hold	84	–	–	﹤0.01%	691
2025 Q2	$1.86K	Hold	84	–	–	﹤0.01%	526
2025 Q1	$1.85K	Hold	84	–	–	﹤0.01%	594
2024 Q4	$1.81K	Hold	84	–	–	﹤0.01%	555
2024 Q3	$1.89K	Hold	84	–	–	﹤0.01%	566
2024 Q2	$1.81K	Hold	84	–	–	﹤0.01%	536
2024 Q1	$1.82K	Buy	+84	New	+$1.82K	﹤0.01%	537
2023 Q3	–	Sell	-5,223	Closed	-$114K	–	510
2023 Q2	$114K	Hold	5,223	–	–	0.05%	287
2023 Q1	$116K	Hold	5,223	–	–	0.06%	246
2022 Q4	$113K	Buy	5,223 +232	+5%	+$5K	0.05%	260
2022 Q3	$107K	Buy	+4,991	New	+$113K	0.05%	253

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 $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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

Founders Financial Alliance's SPMB Position: Q2 2026 in Review

Founders Financial Alliance sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026, closing a stake of 84 shares — an estimated $1.88K sold.

Founders Financial Alliance first reported a position in SPMB in Q3 2022 and held it in 13 quarters. The position peaked at $116K in Q1 2023. 258 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Founders Financial Alliance reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2026 after selling out during the quarter.
Founders Financial Alliance sold 84 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $1.88K.
Founders Financial Alliance first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2022 and held it in 13 quarters.
Founders Financial Alliance's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $116K in Q1 2023.
258 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.