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

Simplicity Wealth’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 		$2.24M Buy
+100,365
New +$2.24M 0.08% 250
2023
Q3 		– Sell
-31,639
Closed -$693K – 100
2023
Q2 		$693K Buy
+31,639
New +$697K 0.43% 39

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

Simplicity Wealth's SPMB Position: Q2 2026 in Review

Simplicity Wealth opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026: 100,365 shares worth $2.24M. The stake represents 0.08% of the portfolio and ranks #250 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in SPMB as recently as Q2 2023.

Simplicity Wealth first reported a position in SPMB in Q2 2023 and has held it in 2 quarters since. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Simplicity Wealth held 100,365 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $2.24M as of Q2 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Simplicity Wealth position in Q2 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.08% of Simplicity Wealth's portfolio in Q2 2026, its #250 holding.
  • Simplicity Wealth first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2023 and has held it in 2 quarters since.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.