Wealth Enhancement Advisory Services
SPMB icon

Wealth Enhancement Advisory Services’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.07M Buy
48,345
+3,945
+9% +$88K ﹤0.01% 2024
2026
Q1 		$994K Sell
44,400
-15,806
-26% -$356K ﹤0.01% 1803
2025
Q4 		$1.35M Sell
60,206
-17,992
-23% -$405K ﹤0.01% 1768
2025
Q3 		$1.75M Buy
78,198
+10,881
+16% +$241K ﹤0.01% 1524
2025
Q2 		$1.47M Sell
67,317
-32,840
-33% -$716K ﹤0.01% 1519
2025
Q1 		$2.21M Buy
100,157
+1,989
+2% +$43.2K ﹤0.01% 1197
2024
Q4 		$2.12M Buy
98,168
+43,718
+80% +$957K ﹤0.01% 1159
2024
Q3 		$1.23M Buy
54,450
+12,405
+30% +$276K ﹤0.01% 1292
2024
Q2 		$907K Buy
42,045
+9,359
+29% +$200K ﹤0.01% 1325
2024
Q1 		$710K Sell
32,686
-19,019
-37% -$413K ﹤0.01% 1391
2023
Q4 		$1.14M Sell
51,705
-17,696
-25% -$372K ﹤0.01% 1117
2023
Q3 		$1.44M Buy
69,401
+41,116
+145% +$881K ﹤0.01% 970
2023
Q2 		$620K Sell
28,285
-559,584
-95% -$12.3M 0.01% 325
2023
Q1 		$13M Sell
587,869
-4,869,975
-89% -$108M 0.15% 72
2022
Q4 		$122M Sell
5,457,844
-472,667
-8% -$10.2M 1.57% 14
2022
Q3 		$126M Buy
5,930,511
+531,351
+10% +$12.1M 1.81% 14
2022
Q2 		$123M Buy
5,399,160
+673,019
+14% +$15.5M 1.71% 13
2022
Q1 		$113M Sell
4,726,141
-93,217
-2% -$2.29M 1.52% 14
2021
Q4 		$120M Buy
4,819,358
+310,137
+7% +$7.91M 1.72% 13
2021
Q3 		$115M Buy
4,509,221
+1,450,663
+47% +$37.5M 1.7% 14
2021
Q2 		$79.1M Buy
3,058,558
+138,018
+5% +$3.58M 1.28% 17
2021
Q1 		$75.8M Buy
2,920,540
+371,902
+15% +$9.76M 1.38% 16
2020
Q4 		$67.3M Buy
2,548,638
+275,456
+12% +$7.3M 1.52% 15
2020
Q3 		$60.4M Buy
2,273,182
+439,315
+24% +$11.7M 1.58% 15
2020
Q2 		$49M Buy
1,833,867
+385,927
+27% +$10.3M 1.41% 15
2020
Q1 		$38.8M Buy
1,447,940
+281,606
+24% +$7.4M 1.38% 15
2019
Q4 		$30.5M Buy
1,166,334
+107,896
+10% +$2.83M 1.07% 21
2019
Q3 		$27.7M Buy
1,058,438
+69,040
+7% +$1.81M 1.12% 21
2019
Q2 		$25.8M Buy
989,398
+243,725
+33% +$6.3M 1.14% 21
2019
Q1 		$19.1M Buy
+745,673
New +$19.1M 1.08% 19

Other funds holding SPMB

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
TBF
True Blue Financial Stevensville, Michigan $237M AUM
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services's SPMB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 8.9% in Q2 2026, buying an estimated $88K and bringing the position to 48,345 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2024.

Wealth Enhancement Advisory Services first reported a position in SPMB in Q1 2019 and has held it in 30 quarters since. The position peaked at $126M in Q3 2022. 35 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 48,345 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $1.07M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,945 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $88K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2024 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $126M in Q3 2022.
  • 35 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.