Jim Simons’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Jim Simons’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	$453K	Buy	+20,286	New	+$452K	﹤0.01%	2635
2024 Q4	–	Sell	-10,538	Closed	-$237K	–	3895
2024 Q3	$237K	Buy	+10,538	New	+$234K	﹤0.01%	3067
2022 Q3	–	Sell	-45,100	Closed	-$1.03M	–	4382
2022 Q2	$1.03M	Buy	45,100 +34,800	+338%	+$801K	﹤0.01%	2696
2022 Q1	$247K	Sell	10,300 -639	-6%	-$15.7K	﹤0.01%	3556
2021 Q4	$278K	Sell	10,939 -23,750	-68%	-$605K	﹤0.01%	3373
2021 Q3	$892K	Buy	+34,689	New	+$896K	﹤0.01%	2612
2021 Q1	–	Sell	-49,702	Closed	-$1.31M	–	3682
2020 Q4	$1.31M	Buy	+49,702	New	+$1.32M	﹤0.01%	2361

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

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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 $59.5B AUM 15.92% 1-Year Est. Return

Jim Simons's SPMB Position: Q2 2026 in Review

Jim Simons opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026: 20,286 shares worth $453K. The stake represents ﹤0.01% of the portfolio and ranks #2635 among its holdings. This is a return to the name: Jim Simons previously reported a position in SPMB as recently as Q3 2024.

Jim Simons first reported a position in SPMB in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.31M in Q4 2020. 259 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Jim Simons held 20,286 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $453K as of Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Jim Simons position in Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2635 holding.
Jim Simons first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2020 and has held it in 7 quarters since.
Jim Simons's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.31M in Q4 2020.
259 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.