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

Rossby Financial’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 		$7.32K Hold
328
– – ﹤0.01% 1282
2026
Q1 		$7.32K Buy
328
+94
+40% +$2.12K ﹤0.01% 1366
2025
Q4 		$5.25K Buy
234
+16
+7% +$360 ﹤0.01% 1097
2025
Q3 		$4.89K Hold
218
– – ﹤0.01% 984
2025
Q2 		$4.82K Hold
218
– – ﹤0.01% 910
2025
Q1 		$4.78K Buy
+218
New +$4.74K ﹤0.01% 813

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

Rossby Financial's SPMB Position: Q2 2026 in Review

Rossby Financial held its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) position steady in Q2 2026 at 328 shares worth $7.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Rossby Financial first reported a position in SPMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.32K in Q1 2026. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Rossby Financial held 328 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $7.32K as of Q2 2026.
  • Rossby Financial 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 Rossby Financial's portfolio in Q2 2026, its #1282 holding.
  • Rossby Financial first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $7.32K in Q1 2026.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.