MOS
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MGO One Seven’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

MGO One Seven’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 		$501K Sell
22,441
-843
-4% -$18.8K 0.01% 974
2026
Q1 		$521K Buy
23,284
+257
+1% +$5.79K 0.01% 889
2025
Q4 		$516K Sell
23,027
-783
-3% -$17.6K 0.01% 858
2025
Q3 		$534K Sell
23,810
-17,648
-43% -$391K 0.01% 790
2025
Q2 		$916K Sell
41,458
-49,437
-54% -$1.08M 0.03% 535
2025
Q1 		$2M Sell
90,895
-147,698
-62% -$3.21M 0.08% 277
2024
Q4 		$5.14M Buy
238,593
+7,127
+3% +$156K 0.2% 115
2024
Q3 		$5.21M Buy
231,466
+192,614
+496% +$4.28M 0.23% 108
2024
Q2 		$838K Sell
38,852
-235,359
-86% -$5.03M 0.04% 424
2024
Q1 		$5.96M Buy
+274,211
New +$5.95M 0.31% 79

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

MGO One Seven's SPMB Position: Q2 2026 in Review

MGO One Seven reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 3.6% in Q2 2026, selling an estimated $18.8K and leaving 22,441 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #974.

MGO One Seven first reported a position in SPMB in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.96M in Q1 2024. 255 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • MGO One Seven held 22,441 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $501K as of Q2 2026.
  • MGO One Seven sold 843 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $18.8K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #974 holding.
  • MGO One Seven first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • MGO One Seven's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $5.96M in Q1 2024.
  • 255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.