Sharkey, Howes & Javer’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Sharkey, Howes & Javer’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	$472K	Sell	21,178 -1,346	-6%	-$30K	0.06%	116
2026 Q1	$504K	Sell	22,524 -8,348	-27%	-$188K	0.07%	111
2025 Q4	$692K	Sell	30,872 -15,007	-33%	-$338K	0.09%	100
2025 Q3	$1.03M	Sell	45,879 -66,682	-59%	-$1.48M	0.13%	83
2025 Q2	$2.49M	Sell	112,561 -35,712	-24%	-$779K	0.33%	56
2025 Q1	$3.27M	Sell	148,273 -37,064	-20%	-$806K	0.47%	44
2024 Q4	$3.99M	Buy	185,337 +25,160	+16%	+$551K	0.56%	32
2024 Q3	$3.61M	Buy	160,177 +5,840	+4%	+$130K	0.51%	34
2024 Q2	$3.33M	Buy	154,337 +17,839	+13%	+$381K	0.54%	31
2024 Q1	$2.96M	Buy	136,498 +32,621	+31%	+$708K	0.49%	37
2023 Q4	$2.29M	Sell	103,877 -2,204	-2%	-$46.3K	0.4%	39
2023 Q3	$2.21M	Sell	106,081 -25,341	-19%	-$543K	0.42%	41
2023 Q2	$2.88M	Buy	131,422 +96,334	+275%	+$2.12M	0.55%	29
2023 Q1	$778K	Buy	+35,088	New	+$776K	0.17%	63

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 $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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

Sharkey, Howes & Javer's SPMB Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 6% in Q2 2026, selling an estimated $30K and leaving 21,178 shares worth $472K. The position accounts for 0.06% of the portfolio, ranked #116.

Sharkey, Howes & Javer first reported a position in SPMB in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.99M in Q4 2024. 258 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Sharkey, Howes & Javer held 21,178 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $472K as of Q2 2026.
Sharkey, Howes & Javer sold 1,346 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $30K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.06% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #116 holding.
Sharkey, Howes & Javer first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2023 and has held it in 14 quarters since.
Sharkey, Howes & Javer's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $3.99M in Q4 2024.
258 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.