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Planning Strategies Inc.’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Planning Strategies Inc.’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 		$781 Buy
+35
New +$780 ﹤0.01% 789

Other funds holding SPMB

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
DA
Detalus Advisors St. Louis, Missouri $513M AUM 23.32% 1-Year Est. Return

Planning Strategies Inc.'s SPMB Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026: 35 shares worth $781. The stake represents ﹤0.01% of the portfolio and ranks #789 among its holdings.

99 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Planning Strategies Inc. held 35 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $781 as of Q2 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Planning Strategies Inc. position in Q2 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #789 holding.
  • 99 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.