Global Retirement Partners’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Global Retirement 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	$709K	Buy	+31,795	New	+$709K	0.01%	872
2025 Q4	$804K	Buy	35,859 +4,070	+13%	+$91.6K	0.01%	735
2025 Q3	$713K	Buy	31,789 +1,383	+5%	+$30.6K	0.02%	638
2025 Q2	$672K	Buy	+30,406	New	+$663K	0.02%	623
2024 Q4	$1.32M	Buy	61,056 +7,239	+13%	+$159K	0.04%	392
2024 Q3	$1.21M	Buy	53,817 +5,007	+10%	+$111K	0.04%	398
2024 Q2	$1.05M	Buy	48,810 +12,118	+33%	+$259K	0.03%	405
2024 Q1	$797K	Buy	36,692 +2,758	+8%	+$59.9K	0.03%	410
2023 Q4	$741K	Buy	33,934 +3,433	+11%	+$72.2K	0.03%	402
2023 Q3	$624K	Buy	30,501 +7,634	+33%	+$164K	0.03%	386
2023 Q2	$501K	Sell	22,867 -870	-4%	-$19.2K	0.02%	448
2023 Q1	$530K	Buy	23,737 +1,618	+7%	+$35.8K	0.03%	417
2022 Q4	$480K	Buy	22,119 +5,593	+34%	+$121K	0.03%	380
2022 Q3	$349K	Buy	16,526 +365	+2%	+$8.29K	0.03%	420
2022 Q2	$369K	Buy	16,161 +33	+0.2%	+$760	0.03%	411
2022 Q1	$376K	Buy	+16,128	New	+$397K	0.03%	405

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

Global Retirement Partners's SPMB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026: 31,795 shares worth $709K. The stake represents 0.01% of the portfolio and ranks #872 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SPMB as recently as Q4 2025.

Global Retirement Partners first reported a position in SPMB in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.32M in Q4 2024. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Global Retirement Partners held 31,795 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $709K as of Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Global Retirement Partners position in Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #872 holding.
Global Retirement Partners first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2022 and has held it in 16 quarters since.
Global Retirement Partners's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.32M 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 Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.