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Leslie Global Wealth’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Leslie Global Wealth’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 		$7.28M Buy
+326,291
New +$7.28M 2.83% 10
2025
Q3 		– Sell
-21,797
Closed -$482K – 78
2025
Q2 		$482K Sell
21,797
-337,417
-94% -$7.36M 0.26% 39
2025
Q1 		$7.92M Sell
359,214
-5,425
-1% -$118K 3.86% 7
2024
Q4 		$7.86M Buy
364,639
+20,690
+6% +$453K 3.65% 7
2024
Q3 		$7.75M Buy
343,949
+20,206
+6% +$449K 3.77% 8
2024
Q2 		$6.98M Buy
+323,743
New +$6.92M 4.08% 7

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
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
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Leslie Global Wealth's SPMB Position: Q2 2026 in Review

Leslie Global Wealth opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026: 326,291 shares worth $7.28M. The stake represents 2.83% of the portfolio and ranks #10 among its holdings. This is a return to the name: Leslie Global Wealth previously reported a position in SPMB as recently as Q2 2025.

Leslie Global Wealth first reported a position in SPMB in Q2 2024 and has held it in 6 quarters since. The position peaked at $7.92M in Q1 2025. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Leslie Global Wealth held 326,291 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $7.28M as of Q2 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Leslie Global Wealth position in Q2 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 2.83% of Leslie Global Wealth's portfolio in Q2 2026, its #10 holding.
  • Leslie Global Wealth first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2024 and has held it in 6 quarters since.
  • Leslie Global Wealth's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $7.92M in Q1 2025.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Leslie Global Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.