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

VisionPoint Advisory 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	$445K	Sell	19,949 -2,375	-11%	-$53K	0.07%	274
2026 Q1	$500K	Buy	22,324 +6,652	+42%	+$150K	0.09%	220
2025 Q4	$351K	Buy	15,672 +3,603	+30%	+$81.1K	0.07%	272
2025 Q3	$271K	Buy	+12,069	New	+$267K	0.05%	314
2024 Q3	–	Sell	-888	Closed	-$19.2K	–	700
2024 Q2	$19.2K	Hold	888	–	–	0.01%	391
2024 Q1	$19.3K	Hold	888	–	–	0.01%	382
2023 Q4	$19.6K	Buy	+888	New	+$18.7K	0.01%	355
2023 Q3	–	Sell	-888	Closed	-$19.5K	–	817
2023 Q2	$19.5K	Buy	+888	New	+$19.6K	0.01%	284
2022 Q2	–	Sell	-13,655	Closed	-$316K	–	119
2022 Q1	$316K	Sell	13,655 -526	-4%	-$12.9K	0.15%	66
2021 Q4	$351K	Sell	14,181 -879	-6%	-$22.4K	0.15%	72
2021 Q3	$386K	Buy	+15,060	New	+$389K	0.17%	73

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

VisionPoint Advisory Group's SPMB Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 11% in Q2 2026, selling an estimated $53K and leaving 19,949 shares worth $445K. The position accounts for 0.07% of the portfolio, ranked #274.

VisionPoint Advisory Group first reported a position in SPMB in Q3 2021 and has held it in 11 quarters since. The position peaked at $500K in Q1 2026. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

VisionPoint Advisory Group held 19,949 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $445K as of Q2 2026.
VisionPoint Advisory Group sold 2,375 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $53K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.07% of VisionPoint Advisory Group's portfolio in Q2 2026, its #274 holding.
VisionPoint Advisory Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2021 and has held it in 11 quarters since.
VisionPoint Advisory Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $500K in Q1 2026.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.