SPAS
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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

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
TBF
True Blue Financial Stevensville, Michigan $237M AUM
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 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. 35 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.
  • 35 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.