United Financial Planning Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

United Financial Planning 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 Q2	$17K	Hold	761	–	–	0.01%	185
2026 Q1	$17K	Buy	+761	New	+$17.1K	0.01%	148

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

United Financial Planning Group's SPMB Position: Q2 2026 in Review

United Financial Planning Group held its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) position steady in Q2 2026 at 761 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #185.

United Financial Planning Group first reported a position in SPMB in Q1 2026 and has held it in 2 quarters since. The position peaked at $17K in Q1 2026. 255 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

United Financial Planning Group held 761 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $17K as of Q2 2026.
United Financial Planning Group 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 United Financial Planning Group's portfolio in Q2 2026, its #185 holding.
United Financial Planning Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2026 and has held it in 2 quarters since.
United Financial Planning Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $17K in Q1 2026.
255 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.