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Pacific Excel Wealth Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Pacific Excel Wealth Advisors’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 		$209K Buy
+9,363
New +$209K 0.08% 217

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 $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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

Pacific Excel Wealth Advisors's SPMB Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026: 9,363 shares worth $209K. The stake represents 0.08% of the portfolio and ranks #217 among its holdings.

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

  • Pacific Excel Wealth Advisors held 9,363 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $209K as of Q2 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.08% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #217 holding.
  • 258 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.