Holistic Planning’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Holistic Planning’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	$1.44M	Buy	+64,561	New	+$1.44M	0.22%	101

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

Holistic Planning's SPMB Position: Q2 2026 in Review

Holistic Planning opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026: 64,561 shares worth $1.44M. The stake represents 0.22% of the portfolio and ranks #101 among its holdings.

255 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Holistic Planning held 64,561 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $1.44M as of Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Holistic Planning position in Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.22% of Holistic Planning's portfolio in Q2 2026, its #101 holding.
255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.