SIS
SPMB icon

Sound Income Strategies’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Sound Income Strategies’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 		– Sell
-1,042
Closed -$23.3K – 2131
2026
Q1 		$23.3K Sell
1,042
-155
-13% -$3.49K ﹤0.01% 1119
2025
Q4 		$27K Buy
1,197
+520
+77% +$11.7K ﹤0.01% 1024
2025
Q3 		$15.2K Buy
677
+306
+82% +$6.77K ﹤0.01% 884
2025
Q2 		$8.2K Buy
+371
New +$8.09K ﹤0.01% 984
2024
Q4 		– Sell
-333
Closed -$7.49K – 1541
2024
Q3 		$7.49K Buy
+333
New +$7.4K ﹤0.01% 862
2021
Q2 		– Sell
-320
Closed -$8.3K – 1030
2021
Q1 		$8.3K Buy
+320
New +$8.4K ﹤0.01% 534

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 $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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

Sound Income Strategies's SPMB Position: Q2 2026 in Review

Sound Income Strategies sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026, closing a stake of 1,042 shares — an estimated $23.3K sold.

Sound Income Strategies first reported a position in SPMB in Q1 2021 and held it in 6 quarters. The position peaked at $27K in Q4 2025. 258 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Sound Income Strategies reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,042 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $23.3K.
  • Sound Income Strategies first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2021 and held it in 6 quarters.
  • Sound Income Strategies's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $27K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.