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Mather Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Mather Group’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 		$10.3K Hold
461
– – ﹤0.01% 1490
2026
Q1 		$10.3K Buy
+461
New +$10.4K ﹤0.01% 1449
2024
Q3 		– Sell
-3,469
Closed -$75.3K – 2143
2024
Q2 		$75.3K Buy
3,469
+3,449
+17,245% +$73.7K ﹤0.01% 890
2024
Q1 		$441 Buy
+20
New +$434 ﹤0.01% 1690

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

Mather Group's SPMB Position: Q2 2026 in Review

Mather Group held its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) position steady in Q2 2026 at 461 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

Mather Group first reported a position in SPMB in Q1 2024 and has held it in 4 quarters since. The position peaked at $75.3K in Q2 2024. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Mather Group held 461 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $10.3K as of Q2 2026.
  • Mather Group left its State Street SPDR Portfolio Mortgage Backed Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1490 holding.
  • Mather Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • Mather Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $75.3K in Q2 2024.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.