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Golden State Wealth Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Golden State Wealth Management’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 		$303K Sell
13,573
-15,975
-54% -$356K 0.03% 352
2026
Q1 		$662K Sell
29,548
-4,092
-12% -$92.1K 0.07% 213
2025
Q4 		$754K Buy
33,640
+3,778
+13% +$85K 0.08% 192
2025
Q3 		$670K Buy
29,862
+6,498
+28% +$144K 0.07% 200
2025
Q2 		$516K Sell
23,364
-478
-2% -$10.4K 0.06% 226
2025
Q1 		$526K Buy
23,842
+7,656
+47% +$166K 0.08% 198
2024
Q4 		$349K Buy
+16,186
New +$354K 0.05% 254

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

Golden State Wealth Management's SPMB Position: Q2 2026 in Review

Golden State Wealth Management reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 54% in Q2 2026, selling an estimated $356K and leaving 13,573 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #352.

Golden State Wealth Management first reported a position in SPMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $754K in Q4 2025. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Golden State Wealth Management held 13,573 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $303K as of Q2 2026.
  • Golden State Wealth Management sold 15,975 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $356K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.03% of Golden State Wealth Management's portfolio in Q2 2026, its #352 holding.
  • Golden State Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $754K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.