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

JPL 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 Q1	$1.28M	Buy	57,181 +18,587	+48%	+$418K	0.29%	76
2025 Q4	$865K	Buy	38,594 +3,081	+9%	+$69.3K	0.21%	83
2025 Q3	$797K	Buy	35,513 +33	+0.1%	+$730	0.19%	84
2025 Q2	$784K	Buy	35,480 +2,252	+7%	+$49.1K	0.21%	82
2025 Q1	$733K	Buy	33,228 +10,629	+47%	+$231K	0.21%	81
2024 Q4	$487K	Buy	+22,599	New	+$495K	0.14%	94
2024 Q2	–	Sell	-45,584	Closed	-$990K	–	112
2024 Q1	$990K	Sell	45,584 -5,473	-11%	-$119K	0.55%	67
2023 Q4	$1.13M	Buy	+51,057	New	+$1.07M	0.81%	63

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

JPL Wealth Management's SPMB Position: Q1 2026 in Review

JPL Wealth Management increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 48% in Q1 2026, buying an estimated $418K and bringing the position to 57,181 shares worth $1.28M. The position accounts for 0.29% of the portfolio, ranked #76.

JPL Wealth Management first reported a position in SPMB in Q4 2023 and has held it in 8 quarters since. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

JPL Wealth Management held 57,181 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $1.28M as of Q1 2026.
JPL Wealth Management bought 18,587 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $418K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.29% of JPL Wealth Management's portfolio in Q1 2026, its #76 holding.
JPL Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2023 and has held it in 8 quarters since.
240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.