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Root Financial Partners’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Root Financial Partners’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 		– Sell
-2,075
Closed -$46.5K – 2782
2026
Q1 		$46.5K Buy
2,075
+18
+0.9% +$405 ﹤0.01% 901
2025
Q4 		$46.1K Sell
2,057
-830
-29% -$18.7K ﹤0.01% 750
2025
Q3 		$64.8K Buy
+2,887
New +$63.9K ﹤0.01% 577

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

Root Financial Partners's SPMB Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026, closing a stake of 2,075 shares — an estimated $46.5K sold.

Root Financial Partners first reported a position in SPMB in Q3 2025 and held it in 3 quarters. The position peaked at $64.8K in Q3 2025. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Root Financial Partners reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,075 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $46.5K.
  • Root Financial Partners first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $64.8K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.