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Mosaic Family Wealth Partners’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Mosaic Family Wealth Partners’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 		$239K Buy
+10,705
New +$239K 0.02% 393

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

Mosaic Family Wealth Partners's SPMB Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026: 10,705 shares worth $239K. The stake represents 0.02% of the portfolio and ranks #393 among its holdings.

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

  • Mosaic Family Wealth Partners held 10,705 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $239K as of Q2 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Mosaic Family Wealth Partners position in Q2 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #393 holding.
  • 255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.