Northwestern Mutual Wealth Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Northwestern Mutual Wealth Management’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	$5.02M	Buy	224,804 +20,652	+10%	+$461K	﹤0.01%	859
2026 Q1	$4.57M	Buy	204,152 +25,129	+14%	+$566K	﹤0.01%	832
2025 Q4	$4.01M	Buy	179,023 +16,477	+10%	+$371K	﹤0.01%	841
2025 Q3	$3.65M	Buy	162,546 +18,124	+13%	+$401K	﹤0.01%	829
2025 Q2	$3.19M	Buy	144,422 +12,247	+9%	+$267K	﹤0.01%	812
2025 Q1	$2.91M	Sell	132,175 -35,199	-21%	-$765K	﹤0.01%	813
2024 Q4	$3.61M	Buy	167,374 +49,554	+42%	+$1.09M	﹤0.01%	706
2024 Q3	$2.65M	Buy	117,820 +111,262	+1,697%	+$2.47M	﹤0.01%	774
2024 Q2	$141K	Buy	6,558 +290	+5%	+$6.2K	﹤0.01%	1688
2024 Q1	$136K	Buy	6,268 +612	+11%	+$13.3K	﹤0.01%	1701
2023 Q4	$125K	Sell	5,656 -2,179	-28%	-$45.8K	﹤0.01%	1702
2023 Q3	$163K	Buy	7,835 +6,686	+582%	+$143K	﹤0.01%	1526
2023 Q2	$25.2K	Buy	+1,149	New	+$25.3K	﹤0.01%	2238
2023 Q1	–	Sell	-23	Closed	-$499	–	3571
2022 Q4	$499	Sell	23 -2,210	-99%	-$47.7K	﹤0.01%	3132
2022 Q3	$48K	Buy	+2,233	New	+$50.7K	﹤0.01%	1920
2022 Q2	–	Sell	-483	Closed	-$12K	–	3454
2022 Q1	$12K	Buy	+483	New	+$11.9K	﹤0.01%	2478
2021 Q4	–	Sell	-173	Closed	-$4K	–	3322
2021 Q3	$4K	Sell	173 -516	-75%	-$13.3K	﹤0.01%	2735
2021 Q2	$18K	Sell	689 -1,172	-63%	-$30.4K	﹤0.01%	2231
2021 Q1	$48K	Buy	+1,861	New	+$48.8K	﹤0.01%	1750
2020 Q1	–	Sell	-723	Closed	-$19K	–	2735
2019 Q4	$19K	Buy	+723	New	+$18.9K	﹤0.01%	1755
2018 Q4	–	Sell	-182	Closed	-$5K	–	2634
2018 Q3	$5K	Hold	182	–	–	﹤0.01%	2114
2018 Q2	$5K	Buy	+182	New	+$4.61K	﹤0.01%	2027
2017 Q2	–	Sell	-250	Closed	-$7K	–	2150
2017 Q1	$7K	Buy	+250	New	+$6.57K	﹤0.01%	1655

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

Northwestern Mutual Wealth Management's SPMB Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 10% in Q2 2026, buying an estimated $461K and bringing the position to 224,804 shares worth $5.02M. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Northwestern Mutual Wealth Management first reported a position in SPMB in Q1 2017 and has held it in 23 quarters since. 258 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Northwestern Mutual Wealth Management held 224,804 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $5.02M as of Q2 2026.
Northwestern Mutual Wealth Management bought 20,652 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $461K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #859 holding.
Northwestern Mutual Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2017 and has held it in 23 quarters since.
258 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.