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Wellington-Altus USA’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Wellington-Altus USA’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 		$3.67K Hold
164
– – ﹤0.01% 619
2026
Q1 		$3.66K Hold
164
– – ﹤0.01% 653
2025
Q4 		$3.68K Buy
+164
New +$3.69K ﹤0.01% 632

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

Wellington-Altus USA's SPMB Position: Q2 2026 in Review

Wellington-Altus USA held its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) position steady in Q2 2026 at 164 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Wellington-Altus USA first reported a position in SPMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.68K in Q4 2025. 257 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Wellington-Altus USA held 164 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $3.67K as of Q2 2026.
  • Wellington-Altus USA left its State Street SPDR Portfolio Mortgage Backed Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #619 holding.
  • Wellington-Altus USA first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $3.68K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.