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Triumph Capital Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Triumph Capital Management’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 		$22K Hold
984
– – ﹤0.01% 912
2026
Q1 		$22K Buy
984
+15
+2% +$338 ﹤0.01% 858
2025
Q4 		$21.7K Buy
+969
New +$21.8K ﹤0.01% 836

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

Triumph Capital Management's SPMB Position: Q2 2026 in Review

Triumph Capital Management held its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) position steady in Q2 2026 at 984 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Triumph Capital Management first reported a position in SPMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $22K in Q1 2026. 257 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Triumph Capital Management held 984 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $22K as of Q2 2026.
  • Triumph Capital Management left its State Street SPDR Portfolio Mortgage Backed Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #912 holding.
  • Triumph Capital Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $22K in Q1 2026.
  • 257 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.