RFS
SPMB icon

Richardson Financial Services’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Richardson Financial Services’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 		$20.7K Sell
930
-86
-8% -$1.92K 0.01% 420
2026
Q1 		$22.7K Sell
1,016
-69
-6% -$1.55K 0.01% 400
2025
Q4 		$24.3K Sell
1,085
-21
-2% -$473 0.01% 384
2025
Q3 		$24.8K Buy
1,106
+50
+5% +$1.11K 0.02% 351
2025
Q2 		$23.2K Sell
1,056
-224
-18% -$4.88K 0.02% 327
2025
Q1 		$28.2K Sell
1,280
-277
-18% -$6.02K 0.02% 293
2024
Q4 		$33.6K Sell
1,557
-128
-8% -$2.8K 0.02% 288
2024
Q3 		$36.3K Hold
1,685
– – 0.02% 285
2024
Q2 		$36.3K Buy
1,685
+62
+4% +$1.33K 0.03% 270
2024
Q1 		$35.3K Buy
+1,623
New +$35.2K 0.02% 277

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 $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

Richardson Financial Services's SPMB Position: Q2 2026 in Review

Richardson Financial Services reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 8.5% in Q2 2026, selling an estimated $1.92K and leaving 930 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #420.

Richardson Financial Services first reported a position in SPMB in Q1 2024 and has held it in 10 quarters since. The position peaked at $36.3K in Q3 2024. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Richardson Financial Services held 930 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $20.7K as of Q2 2026.
  • Richardson Financial Services sold 86 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $1.92K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.01% of Richardson Financial Services's portfolio in Q2 2026, its #420 holding.
  • Richardson Financial Services first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Richardson Financial Services's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $36.3K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.