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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
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 $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gateway Wealth Partners's SPMB Position: Q1 2026 in Review

Gateway Wealth Partners increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 171% in Q1 2026, buying an estimated $436K and bringing the position to 30,701 shares worth $687K. The position accounts for 0.03% of the portfolio, ranked #465.

Gateway Wealth Partners first reported a position in SPMB in Q3 2025 and has held it in 3 quarters since. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

  • Gateway Wealth Partners held 30,701 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $687K as of Q1 2026.
  • Gateway Wealth Partners bought 19,372 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $436K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.03% of Gateway Wealth Partners's portfolio in Q1 2026, its #465 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 3 quarters since.
  • 240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.