UBS Group
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UBS Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

UBS Group’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 		$46.8K Buy
+2,090
New +$47.1K ﹤0.01% 7410
2025
Q1 		– Sell
-25,630
Closed -$552K – 10694
2024
Q4 		$552K Buy
25,630
+1,244
+5% +$27.2K ﹤0.01% 5772
2024
Q3 		$549K Sell
24,386
-4,131
-14% -$91.7K ﹤0.01% 5161
2024
Q2 		$615K Sell
28,517
-2,946
-9% -$63K ﹤0.01% 4841
2024
Q1 		$683K Buy
31,463
+2,316
+8% +$50.3K ﹤0.01% 4936
2023
Q4 		$643K Sell
29,147
-10,112
-26% -$213K ﹤0.01% 4883
2023
Q3 		$817K Buy
39,259
+2,925
+8% +$62.7K ﹤0.01% 4264
2023
Q2 		$796K Sell
36,334
-136,748
-79% -$3.01M ﹤0.01% 4439
2023
Q1 		$3.84M Buy
173,082
+17,100
+11% +$378K ﹤0.01% 2781
2022
Q4 		$3.38M Buy
155,982
+5,505
+4% +$119K ﹤0.01% 2857
2022
Q3 		$3.23M Sell
150,477
-7,026
-4% -$160K ﹤0.01% 2747
2022
Q2 		$3.6M Buy
157,503
+140,449
+824% +$3.23M ﹤0.01% 2650
2022
Q1 		$408K Sell
17,054
-281
-2% -$6.92K ﹤0.01% 4838
2021
Q4 		$440K Sell
17,335
-11,200
-39% -$286K ﹤0.01% 5080
2021
Q3 		$734K Buy
28,535
+113
+0.4% +$2.92K ﹤0.01% 4445
2021
Q2 		$735K Sell
28,422
-2,357
-8% -$61.1K ﹤0.01% 4435
2021
Q1 		$798K Sell
30,779
-9,975
-24% -$262K ﹤0.01% 4473
2020
Q4 		$1.08M Buy
40,754
+18,562
+84% +$492K ﹤0.01% 3957
2020
Q3 		$591K Buy
22,192
+5,660
+34% +$151K ﹤0.01% 4055
2020
Q2 		$443K Buy
16,532
+7,793
+89% +$209K ﹤0.01% 4249
2020
Q1 		$234K Sell
8,739
-31,291
-78% -$822K ﹤0.01% 4598
2019
Q4 		$1.04M Buy
40,030
+30,834
+335% +$808K ﹤0.01% 4168
2019
Q3 		$242K Sell
9,196
-723
-7% -$18.9K ﹤0.01% 5099
2019
Q2 		$259K Sell
9,919
-10
-0.1% -$258 ﹤0.01% 4748
2019
Q1 		$256K Sell
9,929
-53,065
-84% -$1.36M ﹤0.01% 4466
2018
Q4 		$1.6M Buy
62,994
+52,676
+511% +$1.32M ﹤0.01% 3257
2018
Q3 		$260K Sell
10,318
-1,313
-11% -$33.2K ﹤0.01% 4857
2018
Q2 		$295K Sell
11,631
-6,905
-37% -$175K ﹤0.01% 4698
2018
Q1 		$475K Sell
18,536
-5,658
-23% -$145K ﹤0.01% 4247
2017
Q4 		$630K Sell
24,194
-11,082
-31% -$290K ﹤0.01% 4119
2017
Q3 		$929K Sell
35,276
-73,194
-67% -$1.93M ﹤0.01% 3770
2017
Q2 		$2.85M Sell
108,470
-46,891
-30% -$1.24M ﹤0.01% 2673
2017
Q1 		$4.09M Sell
155,361
-39,076
-20% -$1.03M ﹤0.01% 2262
2016
Q4 		$5.11M Buy
194,437
+6,026
+3% +$161K ﹤0.01% 2070
2016
Q3 		$5.12M Buy
188,411
+31,557
+20% +$856K ﹤0.01% 2001
2016
Q2 		$4.27M Buy
156,854
+66,233
+73% +$1.8M ﹤0.01% 2081
2016
Q1 		$2.46M Buy
90,621
+29,152
+47% +$788K ﹤0.01% 2487
2015
Q4 		$1.65M Buy
61,469
+8,579
+16% +$231K ﹤0.01% 2984
2015
Q3 		$1.43M Buy
52,890
+37,937
+254% +$1.02M ﹤0.01% 3041
2015
Q2 		$401K Sell
14,953
-50,216
-77% -$1.36M ﹤0.01% 4307
2015
Q1 		$1.79M Buy
65,169
+56,672
+667% +$1.55M ﹤0.01% 3036
2014
Q4 		$231K Buy
+8,497
New +$234K ﹤0.01% 4905

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

UBS Group's SPMB Position: Q1 2026 in Review

UBS Group opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2026: 2,090 shares worth $46.8K. The stake represents ﹤0.01% of the portfolio and ranks #7410 among its holdings. This is a return to the name: UBS Group previously reported a position in SPMB as recently as Q4 2024.

UBS Group first reported a position in SPMB in Q4 2014 and has held it in 42 quarters since. The position peaked at $5.12M in Q3 2016. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

  • UBS Group held 2,090 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $46.8K as of Q1 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF was a new UBS Group position in Q1 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7410 holding.
  • UBS Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2014 and has held it in 42 quarters since.
  • UBS Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $5.12M in Q3 2016.
  • 240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.