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Vise Technologies’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Vise Technologies’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 		$9.25M Buy
414,577
+281,982
+213% +$6.29M 0.1% 165
2026
Q1 		$2.97M Hold
132,595
– – 0.06% 257
2025
Q4 		$2.97M Buy
132,595
+78,775
+146% +$1.77M 0.06% 258
2025
Q3 		$1.21M Buy
53,820
+29,331
+120% +$649K 0.05% 381
2025
Q2 		$541K Buy
+24,489
New +$534K 0.02% 612
2024
Q4 		$473K Sell
21,930
-989
-4% -$21.7K 0.04% 453
2024
Q3 		$516K Sell
22,919
-741
-3% -$16.5K 0.07% 293
2024
Q2 		$510K Sell
23,660
-7,265
-23% -$155K 0.09% 220
2024
Q1 		$672K Sell
30,925
-10,807
-26% -$235K 0.13% 159
2023
Q4 		$921K Buy
41,732
+10,053
+32% +$211K 0.2% 119
2023
Q3 		$659K Sell
31,679
-166
-0.5% -$3.56K 0.16% 135
2023
Q2 		$698K Buy
31,845
+2,258
+8% +$49.8K 0.17% 132
2023
Q1 		$656K Sell
29,587
-11,391
-28% -$252K 0.17% 132
2022
Q4 		$889K Buy
40,978
+2,909
+8% +$62.8K 0.28% 86
2022
Q3 		$817K Buy
38,069
+22,076
+138% +$502K 0.31% 69
2022
Q2 		$365K Sell
15,993
-48,055
-75% -$1.11M 0.14% 169
2022
Q1 		$1.53M Buy
+64,048
New +$1.58M 0.58% 51

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

Vise Technologies's SPMB Position: Q2 2026 in Review

Vise Technologies increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 213% in Q2 2026, buying an estimated $6.29M and bringing the position to 414,577 shares worth $9.25M. The position accounts for 0.1% of the portfolio, ranked #165.

Vise Technologies first reported a position in SPMB in Q1 2022 and has held it in 17 quarters since. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Vise Technologies held 414,577 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $9.25M as of Q2 2026.
  • Vise Technologies bought 281,982 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $6.29M.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.1% of Vise Technologies's portfolio in Q2 2026, its #165 holding.
  • Vise Technologies first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.