Planning Strategies
SPMB icon

Planning Strategies’s State Street SPDR Portfolio Mortgage Backed Bond Index ETF SPMB Stock Holding History

Planning Strategies’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
Q3 		$740 Hold
35
– – ﹤0.01% 858
2026
Q2 		$781 Buy
+35
New +$780 ﹤0.01% 789

Other funds holding SPMB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Financial Life Advisors
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

Planning Strategies's SPMB Position: Q3 2026 in Review

Planning Strategies held its State Street SPDR Portfolio Mortgage Backed Bond Index ETF (SPMB) position steady in Q3 2026 at 35 shares worth $740. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Planning Strategies first reported a position in SPMB in Q2 2026 and has held it in 2 quarters since. The position peaked at $781 in Q2 2026. 220 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

  • Planning Strategies held 35 shares of State Street SPDR Portfolio Mortgage Backed Bond Index ETF worth $740 as of Q3 2026.
  • Planning Strategies left its State Street SPDR Portfolio Mortgage Backed Bond Index ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond Index ETF made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #858 holding.
  • Planning Strategies first reported a position in State Street SPDR Portfolio Mortgage Backed Bond Index ETF in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's State Street SPDR Portfolio Mortgage Backed Bond Index ETF position peaked at $781 in Q2 2026.
  • 220 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond Index ETF as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.