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

Hibernia 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	$213K	Buy	+9,517	New	+$214K	0.06%	115
2023 Q4	–	Sell	-467,769	Closed	-$9.73M	–	293
2023 Q3	$9.73M	Buy	+467,769	New	+$10M	7.53%	4

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Hibernia Wealth Partners opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2026: 9,517 shares worth $213K. The stake represents 0.06% of the portfolio and ranks #115 among its holdings. This is a return to the name: Hibernia Wealth Partners previously reported a position in SPMB as recently as Q3 2023.

Hibernia Wealth Partners first reported a position in SPMB in Q3 2023 and has held it in 2 quarters since. The position peaked at $9.73M in Q3 2023. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

Hibernia Wealth Partners held 9,517 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $213K as of Q1 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Hibernia Wealth Partners position in Q1 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.06% of Hibernia Wealth Partners's portfolio in Q1 2026, its #115 holding.
Hibernia Wealth Partners first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2023 and has held it in 2 quarters since.
Hibernia Wealth Partners's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $9.73M in Q3 2023.
240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Hibernia Wealth Partners's 13F filing for Q1 2026, filed 4 May 2026.