Visionary Wealth Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Visionary Wealth Advisors’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	$3.66M	Buy	163,560 +4,348	+3%	+$97.9K	0.16%	143
2025 Q4	$3.57M	Buy	159,212 +9,217	+6%	+$207K	0.16%	144
2025 Q3	$3.37M	Sell	149,995 -18,121	-11%	-$401K	0.16%	139
2025 Q2	$3.72M	Buy	168,116 +30,110	+22%	+$656K	0.19%	128
2025 Q1	$3.04M	Buy	138,006 +18,610	+16%	+$405K	0.18%	134
2024 Q4	$2.57M	Buy	119,396 +92,316	+341%	+$2.02M	0.15%	146
2024 Q3	$610K	Sell	27,080 -2,059	-7%	-$45.7K	0.04%	321
2024 Q2	$629K	Sell	29,139 -10,893	-27%	-$233K	0.04%	295
2024 Q1	$869K	Buy	40,032 +365	+0.9%	+$7.92K	0.06%	247
2023 Q4	$875K	Sell	39,667 -49,034	-55%	-$1.03M	0.06%	240
2023 Q3	$1.84M	Buy	88,701 +1,654	+2%	+$35.4K	0.15%	149
2023 Q2	$1.91M	Sell	87,047 -2,447	-3%	-$53.9K	0.15%	146
2023 Q1	$1.98M	Sell	89,494 -1,025	-1%	-$22.7K	0.17%	128
2022 Q4	$1.96M	Buy	90,519 +5,986	+7%	+$129K	0.18%	120
2022 Q3	$1.81M	Buy	84,533 +1,593	+2%	+$36.2K	0.19%	119
2022 Q2	$1.9M	Buy	82,940 +30	+0%	+$691	0.17%	121
2022 Q1	$1.99M	Buy	82,910 +1,204	+1%	+$29.6K	0.16%	125
2021 Q4	$2.07M	Sell	81,706 -17,340	-18%	-$442K	0.17%	120
2021 Q3	$2.55M	Sell	99,046 -21,144	-18%	-$546K	0.26%	90
2021 Q2	$3.11M	Buy	120,190 +23,313	+24%	+$604K	0.31%	79
2021 Q1	$2.51M	Buy	96,877 +45,922	+90%	+$1.21M	0.26%	96
2020 Q4	$1.35M	Buy	50,955 +21,413	+72%	+$567K	0.15%	120
2020 Q3	$787K	Sell	29,542 -70,700	-71%	-$1.89M	0.11%	132
2020 Q2	$2.69M	Sell	100,242 -72,299	-42%	-$1.94M	0.41%	66
2020 Q1	$4.61M	Buy	+172,541	New	+$4.53M	0.87%	34

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Visionary Wealth Advisors's SPMB Position: Q1 2026 in Review

Visionary Wealth Advisors increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 2.7% in Q1 2026, buying an estimated $97.9K and bringing the position to 163,560 shares worth $3.66M. The position accounts for 0.16% of the portfolio, ranked #143.

Visionary Wealth Advisors first reported a position in SPMB in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.61M in Q1 2020. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

Visionary Wealth Advisors held 163,560 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $3.66M as of Q1 2026.
Visionary Wealth Advisors bought 4,348 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $97.9K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.16% of Visionary Wealth Advisors's portfolio in Q1 2026, its #143 holding.
Visionary Wealth Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2020 and has held it in 25 quarters since.
Visionary Wealth Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $4.61M in Q1 2020.
240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.