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L.J. Altfest & Co’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

L.J. Altfest & Co’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 		$19.3M Buy
862,594
+9,615
+1% +$216K 2.07% 9
2025
Q4 		$19.1M Buy
852,979
+21,274
+3% +$479K 2.09% 10
2025
Q3 		$18.7M Buy
831,705
+22,568
+3% +$499K 2.08% 10
2025
Q2 		$17.9M Buy
809,137
+22,461
+3% +$490K 2.11% 11
2025
Q1 		$17.3M Buy
786,676
+40,202
+5% +$874K 2.18% 13
2024
Q4 		$16.1M Buy
746,474
+96,799
+15% +$2.12M 2.05% 14
2024
Q3 		$14.6M Buy
+649,675
New +$14.4M 1.95% 15

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

L.J. Altfest & Co's SPMB Position: Q1 2026 in Review

L.J. Altfest & Co increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 1.1% in Q1 2026, buying an estimated $216K and bringing the position to 862,594 shares worth $19.3M. The position accounts for 2.07% of the portfolio, ranked #9.

L.J. Altfest & Co first reported a position in SPMB in Q3 2024 and has held it in 7 quarters since. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

  • L.J. Altfest & Co held 862,594 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $19.3M as of Q1 2026.
  • L.J. Altfest & Co bought 9,615 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $216K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 2.07% of L.J. Altfest & Co's portfolio in Q1 2026, its #9 holding.
  • L.J. Altfest & Co first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.