Fourth Dimension Wealth’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Fourth Dimension Wealth’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	$63.9K	Sell	2,866 -77	-3%	-$1.72K	0.02%	241
2026 Q1	$65.9K	Sell	2,943 -27	-0.9%	-$608	0.03%	200
2025 Q4	$66.6K	Sell	2,970 -146	-5%	-$3.29K	0.02%	208
2025 Q3	$69.9K	Sell	3,116 -2,904	-48%	-$64.3K	0.03%	200
2025 Q2	$133K	Sell	6,020 -256	-4%	-$5.58K	0.06%	159
2025 Q1	$138K	Sell	6,276 -1,999	-24%	-$43.5K	0.07%	129
2024 Q4	$178K	Buy	+8,275	New	+$181K	0.09%	110

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

Fourth Dimension Wealth's SPMB Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 2.6% in Q2 2026, selling an estimated $1.72K and leaving 2,866 shares worth $63.9K. The position accounts for 0.02% of the portfolio, ranked #241.

Fourth Dimension Wealth first reported a position in SPMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $178K in Q4 2024. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Fourth Dimension Wealth held 2,866 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $63.9K as of Q2 2026.
Fourth Dimension Wealth sold 77 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $1.72K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.02% of Fourth Dimension Wealth's portfolio in Q2 2026, its #241 holding.
Fourth Dimension Wealth first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $178K in Q4 2024.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.