Advisornet Financial
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Advisornet Financial’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Advisornet Financial’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 		– Sell
-479
Closed -$10.7K – 1896
2026
Q2 		$10.7K Hold
479
– – ﹤0.01% 1564
2026
Q1 		$10.7K Hold
479
– – ﹤0.01% 1524
2025
Q4 		$10.7K Hold
479
– – ﹤0.01% 1517
2025
Q3 		$10.7K Buy
+479
New +$10.6K ﹤0.01% 1495
2021
Q4 		– Sell
-2,178
Closed -$56K – 2137
2021
Q3 		$56K Sell
2,178
-69,845
-97% -$1.8M ﹤0.01% 973
2021
Q2 		$1.86M Sell
72,023
-11,004
-13% -$285K 0.12% 160
2021
Q1 		$2.15M Sell
83,027
-2,523
-3% -$66.2K 0.15% 147
2020
Q4 		$2.26M Sell
85,550
-9,023
-10% -$239K 0.18% 119
2020
Q3 		$2.52M Sell
94,573
-38,651
-29% -$1.03M 0.22% 104
2020
Q2 		$3.57M Buy
133,224
+18
+0% +$482 0.29% 77
2020
Q1 		$3.56M Buy
133,206
+3,597
+3% +$94.5K 0.33% 70
2019
Q4 		$3.38M Sell
129,609
-2,548
-2% -$66.7K 0.29% 74
2019
Q3 		$3.47M Buy
132,157
+4,345
+3% +$114K 0.32% 68
2019
Q2 		$3.34M Buy
127,812
+37,310
+41% +$964K 0.37% 55
2019
Q1 		$2.34M Buy
90,502
+52,557
+139% +$1.34M 0.29% 84
2018
Q4 		$964K Buy
37,945
+4,419
+13% +$111K 0.13% 164
2018
Q3 		$845K Buy
+33,526
New +$848K 0.11% 185

Other funds holding SPMB

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Financial Life Advisors
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
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
True Blue Financial
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Leslie Global Wealth
Leslie Global Wealth Itasca, Illinois $272M AUM 14.49% 1-Year Est. Return

Advisornet Financial's SPMB Position: Q3 2026 in Review

Advisornet Financial sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2026, closing a stake of 479 shares — an estimated $10.7K sold.

Advisornet Financial first reported a position in SPMB in Q3 2018 and held it in 17 quarters. The position peaked at $3.57M in Q2 2020. 78 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

  • Advisornet Financial reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Advisornet Financial sold 479 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2026, an estimated $10.7K.
  • Advisornet Financial first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2018 and held it in 17 quarters.
  • Advisornet Financial's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $3.57M in Q2 2020.
  • 78 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.