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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
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 $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

Mather Group's SPMB Position: Q1 2026 in Review

Mather Group opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2026: 461 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #1449 among its holdings. This is a return to the name: Mather Group previously reported a position in SPMB as recently as Q2 2024.

Mather Group first reported a position in SPMB in Q1 2024 and has held it in 3 quarters since. The position peaked at $75.3K in Q2 2024. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

  • Mather Group held 461 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $10.3K as of Q1 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Mather Group position in Q1 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1449 holding.
  • Mather Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • Mather Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $75.3K in Q2 2024.
  • 240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.