S
SPMB icon

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

Sachetta’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 		$196K Buy
8,766
+120
+1% +$2.68K 0.1% 101
2026
Q1 		$194K Buy
8,646
+61
+0.7% +$1.37K 0.11% 96
2025
Q4 		$192K Sell
8,585
-522
-6% -$11.7K 0.11% 96
2025
Q3 		$204K Buy
9,107
+1,861
+26% +$41.2K 0.08% 143
2025
Q2 		$160K Buy
7,246
+5,897
+437% +$129K 0.06% 158
2025
Q1 		$29.7K Buy
1,349
+5
+0.4% +$109 0.01% 304
2024
Q4 		$29K Sell
1,344
-34
-2% -$745 0.01% 320
2024
Q3 		$31.1K Buy
1,378
+8
+0.6% +$178 0.01% 320
2024
Q2 		$30K Sell
1,370
-7,218
-84% -$154K 0.01% 293
2024
Q1 		$190K Hold
8,588
– – 0.09% 147
2023
Q4 		$190K Buy
+8,588
New +$181K 0.09% 147

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

Sachetta's SPMB Position: Q2 2026 in Review

Sachetta increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 1.4% in Q2 2026, buying an estimated $2.68K and bringing the position to 8,766 shares worth $196K. The position accounts for 0.1% of the portfolio, ranked #101.

Sachetta first reported a position in SPMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $204K in Q3 2025. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Sachetta held 8,766 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $196K as of Q2 2026.
  • Sachetta bought 120 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $2.68K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.1% of Sachetta's portfolio in Q2 2026, its #101 holding.
  • Sachetta first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Sachetta's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $204K 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 Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.