Portside Wealth Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Portside Wealth Group’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	$6.36M	Buy	284,956 +17,433	+7%	+$389K	0.74%	23
2026 Q1	$5.99M	Buy	267,523 +9,949	+4%	+$224K	0.81%	22
2025 Q4	$5.77M	Buy	257,574 +17,005	+7%	+$383K	0.78%	24
2025 Q3	$5.4M	Buy	240,569 +3,831	+2%	+$84.8K	0.74%	26
2025 Q2	$5.23M	Buy	236,738 +17,793	+8%	+$388K	0.77%	24
2025 Q1	$4.83M	Buy	218,945 +8,945	+4%	+$194K	0.79%	31
2024 Q4	$4.53M	Buy	210,000 +12,553	+6%	+$275K	0.75%	31
2024 Q3	$4.45M	Buy	197,447 +20,192	+11%	+$448K	0.76%	29
2024 Q2	$3.82M	Sell	177,255 -29,089	-14%	-$622K	0.73%	31
2024 Q1	$4.48M	Buy	206,344 +7,944	+4%	+$172K	0.83%	27
2023 Q4	$4.38M	Buy	198,400 +11,507	+6%	+$242K	0.82%	30
2023 Q3	$3.88M	Buy	186,893 +4,710	+3%	+$101K	0.73%	37
2023 Q2	$3.99M	Buy	+182,183	New	+$4.01M	0.74%	34

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

Portside Wealth Group's SPMB Position: Q2 2026 in Review

Portside Wealth Group increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 6.5% in Q2 2026, buying an estimated $389K and bringing the position to 284,956 shares worth $6.36M. The position accounts for 0.74% of the portfolio, ranked #23.

Portside Wealth Group first reported a position in SPMB in Q2 2023 and has held it in 13 quarters since. 255 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Portside Wealth Group held 284,956 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $6.36M as of Q2 2026.
Portside Wealth Group bought 17,433 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $389K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.74% of Portside Wealth Group's portfolio in Q2 2026, its #23 holding.
Portside Wealth Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2023 and has held it in 13 quarters since.
255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.