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Walsh & Associates’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Walsh & Associates’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 		– Sell
-200
Closed -$4.48K – 293
2026
Q1 		$4.48K Buy
+200
New +$4.5K ﹤0.01% 197

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

Walsh & Associates's SPMB Position: Q2 2026 in Review

Walsh & Associates sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026, closing a stake of 200 shares — an estimated $4.48K sold.

Walsh & Associates first reported a position in SPMB in Q1 2026 and held it in 1 quarter. The position peaked at $4.48K in Q1 2026. 254 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Walsh & Associates reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Walsh & Associates sold 200 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $4.48K.
  • Walsh & Associates first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2026 and held it in 1 quarter.
  • Walsh & Associates's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $4.48K in Q1 2026.
  • 254 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.