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

Marks Group 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
Q2 		$1.66M Sell
74,258
-2,429
-3% -$54.2K 0.14% 153
2026
Q1 		$1.72M Buy
+76,687
New +$1.73M 0.17% 146

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

Marks Group Wealth Management's SPMB Position: Q2 2026 in Review

Marks Group Wealth Management reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 3.2% in Q2 2026, selling an estimated $54.2K and leaving 74,258 shares worth $1.66M. The position accounts for 0.14% of the portfolio, ranked #153.

Marks Group Wealth Management first reported a position in SPMB in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.72M in Q1 2026. 255 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Marks Group Wealth Management held 74,258 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $1.66M as of Q2 2026.
  • Marks Group Wealth Management sold 2,429 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $54.2K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.14% of Marks Group Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Marks Group Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Marks Group Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.72M in Q1 2026.
  • 255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.