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

Wallace 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 		$943K Buy
42,246
+25,533
+153% +$569K 0.89% 24
2026
Q1 		$374K Sell
16,713
-1,537
-8% -$34.6K 0.4% 56
2025
Q4 		$409K Sell
18,250
-809
-4% -$18.2K 0.43% 58
2025
Q3 		$421K Sell
19,059
-449
-2% -$9.94K 0.34% 89
2025
Q2 		$430K Sell
19,508
-48
-0.2% -$1.05K 0.31% 96
2025
Q1 		$421K Buy
19,556
+318
+2% +$6.91K 0.29% 104
2024
Q4 		$433K Sell
19,238
-656
-3% -$14.4K 0.3% 90
2024
Q3 		$429K Hold
19,894
– – 0.31% 87
2024
Q2 		$429K Sell
19,894
-160
-0.8% -$3.42K 0.31% 88
2024
Q1 		$443K Buy
20,054
+303
+2% +$6.58K 0.33% 84
2023
Q4 		$411K Buy
19,751
+2,406
+14% +$50.6K 0.32% 80
2023
Q3 		$380K Buy
17,345
+1,681
+11% +$36K 0.27% 99
2023
Q2 		$347K Hold
15,664
– – 0.26% 104
2023
Q1 		$347K Sell
15,664
-90
-0.6% -$1.99K 0.26% 104
2022
Q4 		$342K Buy
+15,754
New +$340K 0.27% 104

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

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

Wallace Advisory Group increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 153% in Q2 2026, buying an estimated $569K and bringing the position to 42,246 shares worth $943K. The position accounts for 0.89% of the portfolio, ranked #24.

Wallace Advisory Group 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.

  • Wallace Advisory Group held 42,246 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $943K as of Q2 2026.
  • Wallace Advisory Group bought 25,533 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $569K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.89% of Wallace Advisory Group's portfolio in Q2 2026, its #24 holding.
  • Wallace Advisory Group 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 Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.