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Plante Moran Financial Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Plante Moran Financial 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 		$5.93K Buy
+266
New +$5.93K ﹤0.01% 623
2025
Q1 		– Sell
-54
Closed -$1.16K – 951
2024
Q4 		$1.16K Hold
54
– – ﹤0.01% 811
2024
Q3 		$1.22K Buy
+54
New +$1.2K ﹤0.01% 768

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

Plante Moran Financial Advisors's SPMB Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026: 266 shares worth $5.93K. The stake represents ﹤0.01% of the portfolio and ranks #623 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in SPMB as recently as Q4 2024.

Plante Moran Financial Advisors first reported a position in SPMB in Q3 2024 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Plante Moran Financial Advisors held 266 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $5.93K as of Q2 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Plante Moran Financial Advisors position in Q2 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #623 holding.
  • Plante Moran Financial Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 258 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.