Legacy Wealth Management (Idaho)’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-24	Closed	-$538	–	844
2026 Q1	$538	Hold	24	–	–	﹤0.01%	933
2025 Q4	$538	Hold	24	–	–	﹤0.01%	819
2025 Q3	$539	Hold	24	–	–	﹤0.01%	673
2025 Q2	$531	Hold	24	–	–	﹤0.01%	648
2025 Q1	$530	Hold	24	–	–	﹤0.01%	701
2024 Q4	$521	Hold	24	–	–	﹤0.01%	657
2024 Q3	$522	Buy	+24	New	+$533	﹤0.01%	608

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

Legacy Wealth Management (Idaho)'s SPMB Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026, closing a stake of 24 shares — an estimated $538 sold.

Legacy Wealth Management (Idaho) first reported a position in SPMB in Q3 2024 and held it in 7 quarters. The position peaked at $539 in Q3 2025. 255 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 24 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $538.
Legacy Wealth Management (Idaho) first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $539 in Q3 2025.
255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.