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Montgomery Financial Services’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Montgomery Financial Services’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 		$580 Buy
+26
New +$580 ﹤0.01% 312

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Montgomery Financial Services's SPMB Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026: 26 shares worth $580. The stake represents ﹤0.01% of the portfolio and ranks #312 among its holdings.

246 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Montgomery Financial Services held 26 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $580 as of Q2 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Montgomery Financial Services position in Q2 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #312 holding.
  • 246 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.