Acorn Wealth Advisors’s State Street SPDR Portfolio Mortgage Backed Bond Index ETF SPMB Stock Holding History

Acorn Wealth Advisors’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 Q3	$208K	Sell	9,830 -33	-0.3%	-$722	0.05%	292
2026 Q2	$220K	Buy	+9,863	New	+$220K	0.05%	284
2025 Q3	–	Sell	-9,797	Closed	-$217K	–	288
2025 Q2	$217K	Hold	9,797	–	–	0.08%	231
2025 Q1	$216K	Hold	9,797	–	–	0.09%	222
2024 Q4	$211K	Hold	9,797	–	–	0.09%	225
2024 Q3	$221K	Hold	9,797	–	–	0.09%	208
2024 Q2	$211K	Hold	9,797	–	–	0.1%	192
2024 Q1	$213K	Hold	9,797	–	–	0.11%	192
2023 Q4	$216K	Sell	9,797 -231	-2%	-$4.86K	0.13%	174
2023 Q3	$209K	Buy	+10,028	New	+$215K	0.14%	171

Other funds holding SPMB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Acorn Wealth Advisors's SPMB Position: Q3 2026 in Review

Acorn Wealth Advisors reduced its State Street SPDR Portfolio Mortgage Backed Bond Index ETF (SPMB) stake by 0.33% in Q3 2026, selling an estimated $722 and leaving 9,830 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #292.

Acorn Wealth Advisors first reported a position in SPMB in Q3 2023 and has held it in 10 quarters since. The position peaked at $221K in Q3 2024. 194 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

Acorn Wealth Advisors held 9,830 shares of State Street SPDR Portfolio Mortgage Backed Bond Index ETF worth $208K as of Q3 2026.
Acorn Wealth Advisors sold 33 State Street SPDR Portfolio Mortgage Backed Bond Index ETF shares in Q3 2026, an estimated $722.
State Street SPDR Portfolio Mortgage Backed Bond Index ETF made up 0.05% of Acorn Wealth Advisors's portfolio in Q3 2026, its #292 holding.
Acorn Wealth Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond Index ETF in Q3 2023 and has held it in 10 quarters since.
Acorn Wealth Advisors's State Street SPDR Portfolio Mortgage Backed Bond Index ETF position peaked at $221K in Q3 2024.
194 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond Index ETF as of Q3 2026.

Based on Acorn Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.