SWP
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Strategic Wealth Partners’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Strategic Wealth Partners’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 		– Sell
-157
Closed -$3.52K – 1555
2025
Q4 		$3.52K Hold
157
– – ﹤0.01% 1116
2025
Q3 		$3.52K Hold
157
– – ﹤0.01% 1094
2025
Q2 		$3.47K Buy
+157
New +$3.42K ﹤0.01% 949

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Wealth Partners's SPMB Position: Q1 2026 in Review

Strategic Wealth Partners sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2026, closing a stake of 157 shares — an estimated $3.52K sold.

Strategic Wealth Partners first reported a position in SPMB in Q2 2025 and held it in 3 quarters. The position peaked at $3.52K in Q3 2025. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

  • Strategic Wealth Partners reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 157 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $3.52K.
  • Strategic Wealth Partners first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2025 and held it in 3 quarters.
  • Strategic Wealth Partners's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $3.52K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.