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

Wealthcare Advisory Partners’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 		$607K Sell
27,225
-695
-2% -$15.5K 0.01% 656
2026
Q1 		$625K Buy
27,920
+447
+2% +$10.1K 0.01% 636
2025
Q4 		$616K Buy
27,473
+4,991
+22% +$112K 0.01% 630
2025
Q3 		$504K Buy
22,482
+7,256
+48% +$161K 0.01% 677
2025
Q2 		$336K Buy
15,226
+34
+0.2% +$741 0.01% 755
2025
Q1 		$335K Buy
15,192
+738
+5% +$16K 0.01% 705
2024
Q4 		$311K Buy
14,454
+545
+4% +$11.9K 0.01% 700
2024
Q3 		$313K Buy
13,909
+12
+0.1% +$267 0.01% 705
2024
Q2 		$300K Sell
13,897
-5,051
-27% -$108K 0.01% 681
2024
Q1 		$412K Buy
18,948
+3,877
+26% +$84.1K 0.01% 576
2023
Q4 		$333K Sell
15,071
-4,680
-24% -$98.4K 0.01% 578
2023
Q3 		$411K Sell
19,751
-2,450
-11% -$52.5K 0.02% 475
2023
Q2 		$486K Sell
22,201
-30,790
-58% -$678K 0.02% 453
2023
Q1 		$1.18M Buy
52,991
+1,583
+3% +$35K 0.05% 262
2022
Q4 		$1.12M Buy
51,408
+10,303
+25% +$222K 0.05% 260
2022
Q3 		$882K Buy
41,105
+24,919
+154% +$566K 0.05% 254
2022
Q2 		$370K Buy
+16,186
New +$373K 0.02% 384
2021
Q4 		– Sell
-334,986
Closed -$8.62M – 611
2021
Q3 		$8.62M Buy
334,986
+41,467
+14% +$1.07M 0.56% 33
2021
Q2 		$7.59M Buy
293,519
+48,915
+20% +$1.27M 0.51% 35
2021
Q1 		$6.34M Buy
244,604
+112,259
+85% +$2.95M 0.46% 33
2020
Q4 		$3.5M Buy
132,345
+53,248
+67% +$1.41M 0.31% 44
2020
Q3 		$2.11M Buy
+79,097
New +$2.11M 0.23% 58

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

Wealthcare Advisory Partners's SPMB Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 2.5% in Q2 2026, selling an estimated $15.5K and leaving 27,225 shares worth $607K. The position accounts for 0.01% of the portfolio, ranked #656.

Wealthcare Advisory Partners first reported a position in SPMB in Q3 2020 and has held it in 22 quarters since. The position peaked at $8.62M in Q3 2021. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Wealthcare Advisory Partners held 27,225 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $607K as of Q2 2026.
  • Wealthcare Advisory Partners sold 695 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $15.5K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #656 holding.
  • Wealthcare Advisory Partners first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2020 and has held it in 22 quarters since.
  • Wealthcare Advisory Partners's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $8.62M in Q3 2021.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.