Quest 10 Wealth Builders’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Quest 10 Wealth Builders’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	$759	Hold	34	–	–	﹤0.01%	709
2026 Q1	$761	Hold	34	–	–	﹤0.01%	707
2025 Q4	$762	Hold	34	–	–	﹤0.01%	657
2025 Q3	$763	Hold	34	–	–	﹤0.01%	737
2025 Q2	$751	Hold	34	–	–	﹤0.01%	650
2025 Q1	$750	Sell	34 -26	-43%	-$565	﹤0.01%	625
2024 Q4	$1.29K	Buy	+60	New	+$1.31K	﹤0.01%	636

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

Quest 10 Wealth Builders's SPMB Position: Q2 2026 in Review

Quest 10 Wealth Builders held its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) position steady in Q2 2026 at 34 shares worth $759. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Quest 10 Wealth Builders first reported a position in SPMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.29K in Q4 2024. 255 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Quest 10 Wealth Builders held 34 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $759 as of Q2 2026.
Quest 10 Wealth Builders left its State Street SPDR Portfolio Mortgage Backed Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #709 holding.
Quest 10 Wealth Builders first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.29K in Q4 2024.
255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.