Seed Wealth Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Seed Wealth Management’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	$3.09M	Buy	138,610 +20,050	+17%	+$447K	1.96%	10
2026 Q1	$2.65M	Sell	118,560 -4,550	-4%	-$102K	1.83%	12
2025 Q4	$2.76M	Sell	123,110 -3,730	-3%	-$84K	1.9%	11
2025 Q3	$2.85M	Hold	126,840	–	–	1.97%	10
2025 Q2	$2.8M	Sell	126,840 -16,350	-11%	-$356K	2.09%	11
2025 Q1	$3.16M	Buy	143,190 +470	+0.3%	+$10.2K	2.57%	8
2024 Q4	$3.08M	Buy	142,720 +7,870	+6%	+$172K	2.48%	8
2024 Q3	$3.04M	Hold	134,850	–	–	2.43%	8
2024 Q2	$2.91M	Buy	134,850 +19,730	+17%	+$422K	2.53%	8
2024 Q1	$2.48M	Buy	115,120 +24,190	+27%	+$525K	2.37%	9
2023 Q4	$2M	Buy	+90,930	New	+$1.91M	2.01%	13

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Seed Wealth Management's SPMB Position: Q2 2026 in Review

Seed Wealth Management increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 17% in Q2 2026, buying an estimated $447K and bringing the position to 138,610 shares worth $3.09M. The position accounts for 1.96% of the portfolio, ranked #10.

Seed Wealth Management first reported a position in SPMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.16M in Q1 2025. 255 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Seed Wealth Management held 138,610 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $3.09M as of Q2 2026.
Seed Wealth Management bought 20,050 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $447K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 1.96% of Seed Wealth Management's portfolio in Q2 2026, its #10 holding.
Seed Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2023 and has held it in 11 quarters since.
Seed Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $3.16M in Q1 2025.
255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Seed Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.