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Journey Retirement Planning & Investment Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Journey Retirement Planning & Investment 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 		$215K Buy
9,626
+487
+5% +$10.9K 0.17% 147
2026
Q1 		$205K Sell
9,139
-27,713
-75% -$624K 0.18% 132
2025
Q4 		$826K Buy
+36,852
New +$829K 0.17% 119

Other funds holding SPMB

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Journey Retirement Planning & Investment Management's SPMB Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 5.3% in Q2 2026, buying an estimated $10.9K and bringing the position to 9,626 shares worth $215K. The position accounts for 0.17% of the portfolio, ranked #147.

Journey Retirement Planning & Investment Management first reported a position in SPMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $826K in Q4 2025. 117 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 9,626 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $215K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 487 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $10.9K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.17% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #147 holding.
  • Journey Retirement Planning & Investment Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $826K in Q4 2025.
  • 117 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.