WANY
SMBS

Wealthspire Advisors (New York)’s Schwab Mortgage-Backed Securities ETF SMBS Stock Holding History

Wealthspire Advisors (New York)’s Portfolio SMBS Stock Details SMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-217
Closed -$5.58K – 3028
2025
Q3 		$5.58K Buy
+217
New +$5.51K ﹤0.01% 2284

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AWM
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SF
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFG
Chapman Financial Group Kailua, Hawaii $150M AUM 21.1% 1-Year Est. Return

Wealthspire Advisors (New York)'s SMBS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Schwab Mortgage-Backed Securities ETF (SMBS) in Q4 2025, closing a stake of 217 shares — an estimated $5.58K sold.

Wealthspire Advisors (New York) first reported a position in SMBS in Q3 2025 and held it in 1 quarter. The position peaked at $5.58K in Q3 2025. 70 funds tracked by Wall St. Rank hold SMBS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Schwab Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 217 Schwab Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $5.58K.
  • Wealthspire Advisors (New York) first reported a position in Schwab Mortgage-Backed Securities ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Schwab Mortgage-Backed Securities ETF position peaked at $5.58K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.