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

SFG 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 Q1	–	Sell	-72,993	Closed	-$1.64M	–	126
2025 Q4	$1.64M	Hold	72,993	–	–	0.64%	32
2025 Q3	$1.64M	Sell	72,993 -112,713	-61%	-$2.49M	0.71%	30
2025 Q2	$4.1M	Hold	185,706	–	–	2.48%	6
2025 Q1	$4.09M	Buy	+185,706	New	+$4.04M	2%	10

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

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

SFG Wealth Management's SPMB Position: Q1 2026 in Review

SFG Wealth Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2026, closing a stake of 72,993 shares — an estimated $1.64M sold.

SFG Wealth Management first reported a position in SPMB in Q1 2025 and held it in 4 quarters. The position peaked at $4.1M in Q2 2025. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

SFG Wealth Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2026 after selling out during the quarter.
SFG Wealth Management sold 72,993 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $1.64M.
SFG Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2025 and held it in 4 quarters.
SFG Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $4.1M in Q2 2025.
240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.