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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
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
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

Measured Wealth Private Client Group's SPMB Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 2.2% in Q1 2026, selling an estimated $2.95K and leaving 5,913 shares worth $132K. The position accounts for 0.04% of the portfolio, ranked #217.

Measured Wealth Private Client Group first reported a position in SPMB in Q2 2020 and has held it in 20 quarters since. The position peaked at $4.47M in Q2 2021. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

  • Measured Wealth Private Client Group held 5,913 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $132K as of Q1 2026.
  • Measured Wealth Private Client Group sold 131 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $2.95K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.04% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #217 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 20 quarters since.
  • Measured Wealth Private Client Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $4.47M in Q2 2021.
  • 240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.