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Strategic Blueprint’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Strategic Blueprint’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 		$1.25M Buy
55,993
+603
+1% +$13.4K 0.06% 275
2026
Q1 		$1.24M Buy
55,390
+79
+0.1% +$1.78K 0.07% 247
2025
Q4 		$1.24M Sell
55,311
-29,257
-35% -$658K 0.07% 243
2025
Q3 		$1.9M Buy
84,568
+581
+0.7% +$12.9K 0.08% 211
2025
Q2 		$1.86M Buy
83,987
+15,666
+23% +$342K 0.09% 198
2025
Q1 		$1.51M Buy
68,321
+12,398
+22% +$270K 0.08% 210
2024
Q4 		$1.21M Buy
55,923
+26,454
+90% +$579K 0.07% 233
2024
Q3 		$664K Sell
29,469
-337
-1% -$7.48K 0.04% 334
2024
Q2 		$643K Sell
29,806
-21,159
-42% -$452K 0.04% 325
2024
Q1 		$1.11M Buy
50,965
+492
+1% +$10.7K 0.08% 232
2023
Q4 		$1.11M Buy
50,473
+17,620
+54% +$370K 0.09% 210
2023
Q3 		$683K Sell
32,853
-2,215
-6% -$47.5K 0.06% 278
2023
Q2 		$768K Sell
35,068
-8,986
-20% -$198K 0.07% 237
2023
Q1 		$977K Buy
44,054
+460
+1% +$10.2K 0.1% 197
2022
Q4 		$946K Buy
+43,594
New +$940K 0.11% 189

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

Strategic Blueprint's SPMB Position: Q2 2026 in Review

Strategic Blueprint increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 1.1% in Q2 2026, buying an estimated $13.4K and bringing the position to 55,993 shares worth $1.25M. The position accounts for 0.06% of the portfolio, ranked #275.

Strategic Blueprint first reported a position in SPMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.9M in Q3 2025. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Strategic Blueprint held 55,993 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $1.25M as of Q2 2026.
  • Strategic Blueprint bought 603 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $13.4K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.06% of Strategic Blueprint's portfolio in Q2 2026, its #275 holding.
  • Strategic Blueprint first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Strategic Blueprint's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.9M in Q3 2025.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.