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XY Planning Network’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

XY Planning Network’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 		$275K Hold
12,331
– – 0.03% 295
2026
Q1 		$275K Buy
+12,331
New +$278K 0.04% 243

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
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
LGW
Leslie Global Wealth Itasca, Illinois $257M AUM 23.12% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

XY Planning Network's SPMB Position: Q2 2026 in Review

XY Planning Network held its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) position steady in Q2 2026 at 12,331 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #295.

XY Planning Network first reported a position in SPMB in Q1 2026 and has held it in 2 quarters since. The position peaked at $275K in Q1 2026. 68 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • XY Planning Network held 12,331 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $275K as of Q2 2026.
  • XY Planning Network 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 0.03% of XY Planning Network's portfolio in Q2 2026, its #295 holding.
  • XY Planning Network first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • XY Planning Network's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $275K in Q1 2026.
  • 68 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.