Spectrum Planning & Advisory Services’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Spectrum Planning & Advisory Services’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	$3.19M	Buy	142,862 +14,438	+11%	+$322K	1.43%	21
2026 Q1	$2.88M	Buy	128,424 +5,145	+4%	+$116K	1.42%	25
2025 Q4	$2.76M	Sell	123,279 -1,231	-1%	-$27.7K	1.42%	21
2025 Q3	$2.79M	Buy	124,510 +2,232	+2%	+$49.4K	1.58%	20
2025 Q2	$2.7M	Sell	122,278 -18,769	-13%	-$409K	1.75%	19
2025 Q1	$3.11M	Buy	+141,047	New	+$3.07M	2.59%	12

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 $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

Spectrum Planning & Advisory Services's SPMB Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 11% in Q2 2026, buying an estimated $322K and bringing the position to 142,862 shares worth $3.19M. The position accounts for 1.43% of the portfolio, ranked #21.

Spectrum Planning & Advisory Services first reported a position in SPMB in Q1 2025 and has held it in 6 quarters since. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Spectrum Planning & Advisory Services held 142,862 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $3.19M as of Q2 2026.
Spectrum Planning & Advisory Services bought 14,438 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $322K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 1.43% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #21 holding.
Spectrum Planning & Advisory Services first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2025 and has held it in 6 quarters since.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.