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Gateway Wealth Partners’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Gateway Wealth 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 		$753K Buy
33,745
+3,044
+10% +$67.9K 0.05% 372
2026
Q1 		$687K Buy
30,701
+19,372
+171% +$436K 0.03% 465
2025
Q4 		$254K Sell
11,329
-575
-5% -$12.9K 0.03% 401
2025
Q3 		$267K Buy
+11,904
New +$263K 0.04% 346

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Ameriprise
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gateway Wealth Partners's SPMB Position: Q2 2026 in Review

Gateway Wealth Partners increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 9.9% in Q2 2026, buying an estimated $67.9K and bringing the position to 33,745 shares worth $753K. The position accounts for 0.05% of the portfolio, ranked #372.

Gateway Wealth Partners first reported a position in SPMB in Q3 2025 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Gateway Wealth Partners held 33,745 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $753K as of Q2 2026.
  • Gateway Wealth Partners bought 3,044 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $67.9K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.05% of Gateway Wealth Partners's portfolio in Q2 2026, its #372 holding.
  • Gateway Wealth Partners first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.