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 Q2	$3.71M	Buy	166,364 +109,183	+191%	+$2.43M	0.74%	50
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 $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

JPL Wealth Management's SPMB Position: Q2 2026 in Review

JPL Wealth Management increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 191% in Q2 2026, buying an estimated $2.43M and bringing the position to 166,364 shares worth $3.71M. The position accounts for 0.74% of the portfolio, ranked #50.

JPL Wealth Management first reported a position in SPMB in Q4 2023 and has held it in 9 quarters since. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

JPL Wealth Management held 166,364 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $3.71M as of Q2 2026.
JPL Wealth Management bought 109,183 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $2.43M.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.74% of JPL Wealth Management's portfolio in Q2 2026, its #50 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 9 quarters since.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.