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

Kingsview 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 		$2.66M Sell
119,021
-6,017
-5% -$135K 0.04% 452
2025
Q4 		$2.8M Sell
125,038
-242,325
-66% -$5.45M 0.04% 414
2025
Q3 		$8.24M Buy
367,363
+8,082
+2% +$179K 0.13% 170
2025
Q2 		$7.94M Sell
359,281
-4,491
-1% -$97.9K 0.13% 163
2025
Q1 		$8.02M Buy
363,772
+2,313
+0.6% +$50.3K 0.15% 151
2024
Q4 		$7.79M Buy
361,459
+413
+0.1% +$9.04K 0.15% 148
2024
Q3 		$8.13M Buy
361,046
+75,622
+26% +$1.68M 0.17% 128
2024
Q2 		$6.16M Buy
285,424
+3,903
+1% +$83.5K 0.15% 155
2024
Q1 		$6.11M Buy
281,521
+218
+0.1% +$4.73K 0.15% 150
2023
Q4 		$6.21M Buy
281,303
+1,089
+0.4% +$22.9K 0.19% 131
2023
Q3 		$5.83M Buy
280,214
+41,247
+17% +$884K 0.21% 111
2023
Q2 		$5.24M Buy
238,967
+3,013
+1% +$66.4K 0.21% 109
2023
Q1 		$5.23M Sell
235,954
-6,734
-3% -$149K 0.22% 100
2022
Q4 		$5.27M Buy
242,688
+5,641
+2% +$122K 0.23% 109
2022
Q3 		$5.08M Sell
237,047
-230
-0.1% -$5.23K 0.24% 97
2022
Q2 		$5.42M Sell
237,277
-1,870
-0.8% -$43.1K 0.26% 96
2022
Q1 		$5.73M Sell
239,147
-6,418
-3% -$158K 0.25% 93
2021
Q4 		$6.23M Buy
245,565
+1,306
+0.5% +$33.3K 0.26% 88
2021
Q3 		$6.28M Buy
244,259
+196,205
+408% +$5.07M 0.3% 75
2021
Q2 		$1.24M Buy
48,054
+6,471
+16% +$168K 0.06% 318
2021
Q1 		$1.08M Buy
41,583
+3,772
+10% +$99K 0.06% 315
2020
Q4 		$999K Buy
37,811
+7,672
+25% +$203K 0.07% 275
2020
Q3 		$803K Buy
30,139
+4,048
+16% +$108K 0.07% 268
2020
Q2 		$699K Buy
26,091
+837
+3% +$22.4K 0.07% 266
2020
Q1 		$674K Buy
25,254
+5,886
+30% +$155K 0.09% 228
2019
Q4 		$506K Buy
19,368
+5,868
+43% +$154K 0.06% 278
2019
Q3 		$355K Buy
13,500
+1,751
+15% +$45.8K 0.06% 310
2019
Q2 		$307K Buy
+11,749
New +$304K 0.05% 316

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Kingsview Wealth Management reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 4.8% in Q1 2026, selling an estimated $135K and leaving 119,021 shares worth $2.66M. The position accounts for 0.04% of the portfolio, ranked #452.

Kingsview Wealth Management first reported a position in SPMB in Q2 2019 and has held it in 28 quarters since. The position peaked at $8.24M in Q3 2025. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

  • Kingsview Wealth Management held 119,021 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $2.66M as of Q1 2026.
  • Kingsview Wealth Management sold 6,017 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $135K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.04% of Kingsview Wealth Management's portfolio in Q1 2026, its #452 holding.
  • Kingsview Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • Kingsview Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $8.24M in Q3 2025.
  • 240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.