Abich Financial Wealth Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Abich Financial Wealth Management’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
2025 Q3	$20.7K	Buy	+921	New	+$20.4K	0.01%	392
2024 Q3	$43.9K	Sell	1,948 -511	-21%	-$11.3K	0.1%	98
2024 Q2	$53K	Sell	2,459 -21,409	-90%	-$458K	0.04%	157
2024 Q1	$518K	Buy	23,868 +21,617	+960%	+$469K	0.4%	14
2023 Q4	$49.7K	Buy	+2,251	New	+$47.3K	0.05%	113

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Abich Financial Wealth Management's SPMB Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2025: 921 shares worth $20.7K. The stake represents 0.01% of the portfolio and ranks #392 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in SPMB as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in SPMB in Q4 2023 and has held it in 5 quarters since. The position peaked at $518K in Q1 2024. 227 funds tracked by Wall St. Rank hold SPMB as of Q3 2025.

Abich Financial Wealth Management held 921 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $20.7K as of Q3 2025.
State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Abich Financial Wealth Management position in Q3 2025.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #392 holding.
Abich Financial Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2023 and has held it in 5 quarters since.
Abich Financial Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $518K in Q1 2024.
227 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.