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SageView Advisory Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-5
Closed -$113 – 2168
2025
Q4 		$113 Buy
+5
New +$113 ﹤0.01% 2534
2024
Q2 		– Sell
-45,071
Closed -$1.39M – 748
2024
Q1 		$1.39M Buy
+45,071
New +$978K 0.07% 153

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SageView Advisory Group's SPMB Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2026, closing a stake of 5 shares — an estimated $113 sold.

SageView Advisory Group first reported a position in SPMB in Q1 2024 and held it in 2 quarters. The position peaked at $1.39M in Q1 2024. 241 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

  • SageView Advisory Group reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 5 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $113.
  • SageView Advisory Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.39M in Q1 2024.
  • 241 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.