Global Wealth Strategies & Associates’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Global Wealth Strategies & Associates’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	-225	Closed	-$5.04K	–	407
2026 Q1	$5.04K	Buy	+225	New	+$5.07K	﹤0.01%	361
2024 Q2	–	Sell	-66	Closed	-$1.43K	–	364
2024 Q1	$1.43K	Buy	+66	New	+$1.43K	﹤0.01%	294

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 Wealth Strategies & Associates's SPMB Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026, closing a stake of 225 shares — an estimated $5.04K sold.

Global Wealth Strategies & Associates first reported a position in SPMB in Q1 2024 and held it in 2 quarters. The position peaked at $5.04K in Q1 2026. 255 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 225 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $5.04K.
Global Wealth Strategies & Associates first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2024 and held it in 2 quarters.
Global Wealth Strategies & Associates's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $5.04K in Q1 2026.
255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.