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Leicht Financial Planning & Wealth Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Leicht Financial Planning & 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 		$20.5M Sell
916,363
-91
-0% -$2.05K 9.31% 5
2025
Q4 		$20.5M Buy
916,454
+64,163
+8% +$1.44M 9.19% 4
2025
Q3 		$19.1M Sell
852,291
-9,165
-1% -$203K 8.62% 5
2025
Q2 		$19M Buy
861,456
+74,112
+9% +$1.62M 9.04% 4
2025
Q1 		$17.4M Buy
787,344
+40,180
+5% +$874K 9.08% 5
2024
Q4 		$16.1M Buy
747,164
+7,704
+1% +$169K 8.24% 6
2024
Q3 		$16.7M Sell
739,460
-11,784
-2% -$262K 8.39% 6
2024
Q2 		$16.2M Buy
751,244
+25,816
+4% +$552K 8.63% 4
2024
Q1 		$15.8M Buy
725,428
+50,036
+7% +$1.09M 8.64% 6
2023
Q4 		$14.9M Sell
675,392
-15,448
-2% -$325K 8.55% 5
2023
Q3 		$14.4M Buy
690,840
+19,844
+3% +$425K 8.87% 5
2023
Q2 		$14.7M Buy
670,996
+125,399
+23% +$2.76M 8.88% 5
2023
Q1 		$12.1M Buy
545,597
+300,825
+123% +$6.65M 7.45% 6
2022
Q4 		$5.31M Sell
244,772
-2,178
-0.9% -$47K 3.56% 12
2022
Q3 		$5.3M Sell
246,950
-6,485
-3% -$147K 3.79% 12
2022
Q2 		$5.79M Sell
253,435
-3,934
-2% -$90.6K 3.92% 13
2022
Q1 		$6.17M Sell
257,369
-37,496
-13% -$923K 3.67% 13
2021
Q4 		$7.48M Buy
294,865
+35,841
+14% +$914K 4.27% 11
2021
Q3 		$6.67M Buy
259,024
+3,669
+1% +$94.8K 4.01% 10
2021
Q2 		$6.61M Sell
255,355
-53,167
-17% -$1.38M 4.01% 11
2021
Q1 		$8M Sell
308,522
-18,533
-6% -$486K 5.18% 8
2020
Q4 		$8.64M Sell
327,055
-48,164
-13% -$1.28M 5.86% 8
2020
Q3 		$9.99M Sell
375,219
-57,377
-13% -$1.53M 7.42% 5
2020
Q2 		$11.6M Buy
+432,596
New +$11.6M 9.2% 3

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

Leicht Financial Planning & Wealth Management's SPMB Position: Q1 2026 in Review

Leicht Financial Planning & Wealth Management reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 0.01% in Q1 2026, selling an estimated $2.05K and leaving 916,363 shares worth $20.5M. The position accounts for 9.31% of the portfolio, ranked #5.

Leicht Financial Planning & Wealth Management first reported a position in SPMB in Q2 2020 and has held it in 24 quarters since. The position peaked at $20.5M in Q4 2025. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

  • Leicht Financial Planning & Wealth Management held 916,363 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $20.5M as of Q1 2026.
  • Leicht Financial Planning & Wealth Management sold 91 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $2.05K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 9.31% of Leicht Financial Planning & Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Leicht Financial Planning & Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Leicht Financial Planning & Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $20.5M in Q4 2025.
  • 240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.