Measured Wealth Private Client Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Measured Wealth Private Client 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	$126K	Sell	5,631 -282	-5%	-$6.29K	0.03%	235
2026 Q1	$132K	Sell	5,913 -131	-2%	-$2.95K	0.04%	217
2025 Q4	$135K	Buy	6,044 +1,540	+34%	+$34.7K	0.04%	229
2025 Q3	$101K	Buy	+4,504	New	+$99.7K	0.03%	238
2024 Q3	–	Sell	-30,352	Closed	-$655K	–	205
2024 Q2	$655K	Sell	30,352 -1,067	-3%	-$22.8K	0.23%	66
2024 Q1	$682K	Buy	31,419 +3,493	+13%	+$75.8K	0.24%	71
2023 Q4	$616K	Sell	27,926 -196	-0.7%	-$4.12K	0.23%	74
2023 Q3	$585K	Buy	28,122 +2,553	+10%	+$54.7K	0.24%	73
2023 Q2	$560K	Sell	25,569 -211	-0.8%	-$4.65K	0.21%	76
2023 Q1	$572K	Sell	25,780 -1,592	-6%	-$35.2K	0.22%	66
2022 Q4	$594K	Sell	27,372 -434	-2%	-$9.36K	0.24%	58
2022 Q3	$596K	Sell	27,806 -4,037	-13%	-$91.7K	0.26%	52
2022 Q2	$728K	Sell	31,843 -8,879	-22%	-$204K	0.32%	44
2022 Q1	$976K	Sell	40,722 -8,311	-17%	-$205K	0.36%	36
2021 Q4	$1.24M	Sell	49,033 -7,143	-13%	-$182K	0.44%	35
2021 Q3	$1.45M	Sell	56,176 -116,616	-67%	-$3.01M	0.56%	29
2021 Q2	$4.47M	Buy	172,792 +12,356	+8%	+$320K	1.42%	12
2021 Q1	$4.16M	Buy	160,436 +18,669	+13%	+$490K	1.48%	14
2020 Q4	$3.75M	Buy	141,767 +6,640	+5%	+$176K	1.56%	12
2020 Q3	$3.6M	Buy	135,127 +14,948	+12%	+$399K	1.74%	10
2020 Q2	$3.22M	Buy	+120,179	New	+$3.22M	1.88%	8

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Measured Wealth Private Client Group's SPMB Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 4.8% in Q2 2026, selling an estimated $6.29K and leaving 5,631 shares worth $126K. The position accounts for 0.03% of the portfolio, ranked #235.

Measured Wealth Private Client Group first reported a position in SPMB in Q2 2020 and has held it in 21 quarters since. The position peaked at $4.47M in Q2 2021. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Measured Wealth Private Client Group held 5,631 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $126K as of Q2 2026.
Measured Wealth Private Client Group sold 282 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $6.29K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.03% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #235 holding.
Measured Wealth Private Client Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2020 and has held it in 21 quarters since.
Measured Wealth Private Client Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $4.47M in Q2 2021.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.