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Vertex Planning Partners’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Vertex Planning 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
Q2 		$4.41M Buy
197,532
+58,746
+42% +$1.31M 0.65% 35
2026
Q1 		$3.11M Buy
138,786
+13,197
+11% +$297K 0.6% 34
2025
Q4 		$2.82M Buy
125,589
+4,300
+4% +$96.8K 0.65% 34
2025
Q3 		$2.72M Buy
121,289
+1,392
+1% +$30.8K 0.52% 40
2025
Q2 		$2.65M Buy
119,897
+1,843
+2% +$40.2K 0.55% 40
2025
Q1 		$2.6M Sell
118,054
-22,281
-16% -$484K 0.57% 34
2024
Q4 		$3.02M Buy
140,335
+3,134
+2% +$68.6K 0.67% 32
2024
Q3 		$3.09M Sell
137,201
-1,531
-1% -$34K 0.74% 26
2024
Q2 		$2.99M Buy
138,732
+49,332
+55% +$1.05M 0.78% 23
2024
Q1 		$1.94M Sell
89,400
-931
-1% -$20.2K 0.54% 27
2023
Q4 		$1.99M Buy
90,331
+9,224
+11% +$194K 0.59% 22
2023
Q3 		$1.69M Sell
81,107
-11,939
-13% -$256K 0.58% 23
2023
Q2 		$2.04M Buy
93,046
+5,876
+7% +$129K 0.69% 24
2023
Q1 		$1.93M Buy
87,170
+43,987
+102% +$972K 0.73% 21
2022
Q4 		$937K Buy
+43,183
New +$932K 0.37% 36

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

Vertex Planning Partners's SPMB Position: Q2 2026 in Review

Vertex Planning Partners increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 42% in Q2 2026, buying an estimated $1.31M and bringing the position to 197,532 shares worth $4.41M. The position accounts for 0.65% of the portfolio, ranked #35.

Vertex Planning Partners first reported a position in SPMB in Q4 2022 and has held it in 15 quarters since. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Vertex Planning Partners held 197,532 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $4.41M as of Q2 2026.
  • Vertex Planning Partners bought 58,746 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $1.31M.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.65% of Vertex Planning Partners's portfolio in Q2 2026, its #35 holding.
  • Vertex Planning Partners first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.