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Zurich Insurance Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Zurich Insurance 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 		$33.1M Hold
1,482,295
– – 0.23% 114
2026
Q1 		$33.2M Hold
1,482,295
– – 0.26% 104
2025
Q4 		$33.2M Hold
1,482,295
– – 0.23% 114
2025
Q3 		$33.2M Hold
1,482,295
– – 0.24% 96
2025
Q2 		$32.7M Hold
1,482,295
– – 0.25% 88
2025
Q1 		$32.7M Hold
1,482,295
– – 0.26% 100
2024
Q4 		$31.9M Hold
1,482,295
– – 0.26% 103
2024
Q3 		$33.4M Hold
1,482,295
– – 0.28% 100
2024
Q2 		$32M Hold
1,482,295
– – 0.28% 91
2024
Q1 		$32.2M Hold
1,482,295
– – 0.29% 93
2023
Q4 		$32.7M Hold
1,482,295
– – 0.33% 94
2023
Q3 		$30.8M Hold
1,482,295
– – 0.33% 85
2023
Q2 		$32.4M Hold
1,482,295
– – 0.34% 88
2023
Q1 		$32.8M Hold
1,482,295
– – 0.41% 83
2022
Q4 		$32.2M Hold
1,482,295
– – 0.46% 77
2022
Q3 		$31.8M Hold
1,482,295
– – 0.5% 71
2022
Q2 		$33.9M Hold
1,482,295
– – 0.5% 73
2022
Q1 		$35.5M Hold
1,482,295
– – 0.44% 65
2021
Q4 		$37.6M Buy
1,482,295
+454,179
+44% +$11.6M 0.43% 58
2021
Q3 		$26.4M Buy
1,028,116
+193,798
+23% +$5.01M 0.32% 67
2021
Q2 		$21.6M Buy
+834,318
New +$21.6M 0.27% 67

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

Zurich Insurance Group's SPMB Position: Q2 2026 in Review

Zurich Insurance Group held its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) position steady in Q2 2026 at 1,482,295 shares worth $33.1M. The position accounts for 0.23% of the portfolio, ranked #114.

Zurich Insurance Group first reported a position in SPMB in Q2 2021 and has held it in 21 quarters since. The position peaked at $37.6M in Q4 2021. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Zurich Insurance Group held 1,482,295 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $33.1M as of Q2 2026.
  • Zurich Insurance Group 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 0.23% of Zurich Insurance Group's portfolio in Q2 2026, its #114 holding.
  • Zurich Insurance Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Zurich Insurance Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $37.6M in Q4 2021.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Zurich Insurance Group's 13F filing for Q2 2026, filed 14 Aug 2026.