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

WBH Advisory’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 		$587K Sell
26,315
-65
-0.2% -$1.45K 0.04% 237
2026
Q1 		$589K Buy
26,380
+2
+0% +$45 0.04% 218
2025
Q4 		$591K Sell
26,378
-326
-1% -$7.34K 0.04% 217
2025
Q3 		$599K Buy
26,704
+3
+0% +$66 0.05% 217
2025
Q2 		$590K Sell
26,701
-318
-1% -$6.93K 0.05% 209
2025
Q1 		$596K Sell
27,019
-101
-0.4% -$2.2K 0.06% 189
2024
Q4 		$584K Buy
27,120
+7
+0% +$153 0.05% 198
2024
Q3 		$611K Buy
27,113
+4
+0% +$89 0.06% 191
2024
Q2 		$585K Sell
27,109
-6,451
-19% -$138K 0.06% 194
2024
Q1 		$729K Sell
33,560
-2,938
-8% -$63.8K 0.08% 181
2023
Q4 		$806K Sell
36,498
-6,554
-15% -$138K 0.09% 167
2023
Q3 		$895K Sell
43,052
-9,529
-18% -$204K 0.11% 144
2023
Q2 		$1.15M Sell
52,581
-3,963
-7% -$87.3K 0.14% 136
2023
Q1 		$1.25M Buy
+56,544
New +$1.25M 0.16% 131
2022
Q3 		$628K Buy
29,279
+8,092
+38% +$184K 0.09% 175
2022
Q2 		$485K Sell
21,187
-13,598
-39% -$313K 0.06% 202
2022
Q1 		$806K Buy
34,785
+7,910
+29% +$195K 0.1% 167
2021
Q4 		$682K Buy
26,875
+2,779
+12% +$70.8K 0.08% 194
2021
Q3 		$620K Buy
24,096
+239
+1% +$6.17K 0.08% 184
2021
Q2 		$618K Buy
23,857
+9,246
+63% +$240K 0.09% 160
2021
Q1 		$379K Buy
+14,611
New +$383K 0.06% 201

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 $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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

WBH Advisory's SPMB Position: Q2 2026 in Review

WBH Advisory reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 0.25% in Q2 2026, selling an estimated $1.45K and leaving 26,315 shares worth $587K. The position accounts for 0.04% of the portfolio, ranked #237.

WBH Advisory first reported a position in SPMB in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.25M in Q1 2023. 258 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • WBH Advisory held 26,315 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $587K as of Q2 2026.
  • WBH Advisory sold 65 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $1.45K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.04% of WBH Advisory's portfolio in Q2 2026, its #237 holding.
  • WBH Advisory first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • WBH Advisory's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.25M in Q1 2023.
  • 258 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.