West Wealth Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

West Wealth Group’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	$3.92M	Buy	175,486 +16,765	+11%	+$374K	0.64%	23
2026 Q1	$3.55M	Buy	158,721 +10,340	+7%	+$233K	0.7%	23
2025 Q4	$3.33M	Buy	148,381 +7,435	+5%	+$167K	0.69%	23
2025 Q3	$3.18M	Buy	140,946 +10,809	+8%	+$239K	0.72%	23
2025 Q2	$2.88M	Sell	130,137 -1,895	-1%	-$41.3K	0.72%	25
2025 Q1	$2.92M	Sell	132,032 -30,627	-19%	-$666K	0.86%	22
2024 Q4	$3.51M	Buy	162,659 +14,302	+10%	+$313K	1.05%	16
2024 Q3	$3.34M	Buy	+148,357	New	+$3.29M	1.08%	14

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

West Wealth Group's SPMB Position: Q2 2026 in Review

West Wealth Group increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 11% in Q2 2026, buying an estimated $374K and bringing the position to 175,486 shares worth $3.92M. The position accounts for 0.64% of the portfolio, ranked #23.

West Wealth Group first reported a position in SPMB in Q3 2024 and has held it in 8 quarters since. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

West Wealth Group held 175,486 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $3.92M as of Q2 2026.
West Wealth Group bought 16,765 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $374K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.64% of West Wealth Group's portfolio in Q2 2026, its #23 holding.
West Wealth Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2024 and has held it in 8 quarters since.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.