&Partners’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

&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	$638K	Sell	28,575 -4,587	-14%	-$102K	﹤0.01%	1692
2026 Q1	$742K	Buy	33,162 +3,690	+13%	+$83.1K	﹤0.01%	1472
2025 Q4	$661K	Buy	29,472 +2,113	+8%	+$47.6K	﹤0.01%	1467
2025 Q3	$614K	Buy	27,359 +625	+2%	+$13.8K	﹤0.01%	1336
2025 Q2	$591K	Buy	26,734 +7,453	+39%	+$162K	﹤0.01%	1267
2025 Q1	$425K	Buy	19,281 +3,050	+19%	+$66.3K	﹤0.01%	1212
2024 Q4	$349K	Buy	+16,231	New	+$355K	﹤0.01%	1256

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

&Partners's SPMB Position: Q2 2026 in Review

&Partners reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 14% in Q2 2026, selling an estimated $102K and leaving 28,575 shares worth $638K. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

&Partners first reported a position in SPMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $742K in Q1 2026. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

&Partners held 28,575 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $638K as of Q2 2026.
&Partners sold 4,587 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $102K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1692 holding.
&Partners first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2024 and has held it in 7 quarters since.
&Partners's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $742K in Q1 2026.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.