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 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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $1.37T AUM 24.88% 1-Year Est. Return

Sound Income Strategies's SPMB Position: Q1 2026 in Review

Sound Income Strategies reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 13% in Q1 2026, selling an estimated $3.49K and leaving 1,042 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Sound Income Strategies first reported a position in SPMB in Q1 2021 and has held it in 6 quarters since. The position peaked at $27K in Q4 2025. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

Sound Income Strategies held 1,042 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $23.3K as of Q1 2026.
Sound Income Strategies sold 155 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $3.49K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Sound Income Strategies's portfolio in Q1 2026, its #1119 holding.
Sound Income Strategies first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2021 and has held it in 6 quarters since.
Sound Income Strategies's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $27K in Q4 2025.
240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.