AlphaCore Capital’s State Street SPDR Portfolio Mortgage Backed Bond Index ETF SPMB Stock Holding History

AlphaCore Capital’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	$3.17K	Hold	150	–	–	﹤0.01%	1675
2026 Q2	$3.35K	Hold	150	–	–	﹤0.01%	1435
2026 Q1	$3.36K	Sell	150 -1,000	-87%	-$22.5K	﹤0.01%	1152
2025 Q4	$25.8K	Hold	1,150	–	–	﹤0.01%	1231
2025 Q3	$25.8K	Hold	1,150	–	–	﹤0.01%	931
2025 Q2	$25.4K	Buy	1,150 +1,000	+667%	+$21.8K	﹤0.01%	891
2025 Q1	$3.31K	Buy	+150	New	+$3.26K	﹤0.01%	724

Other funds holding SPMB

LPL Financial San Diego, California $468B AUM 17.69% 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

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return

Leicht Financial Planning & Wealth Management Parsippany, New Jersey $242M AUM 9.31% 1-Year Est. Return

AlphaCore Capital's SPMB Position: Q3 2026 in Review

AlphaCore Capital held its State Street SPDR Portfolio Mortgage Backed Bond Index ETF (SPMB) position steady in Q3 2026 at 150 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1675.

AlphaCore Capital first reported a position in SPMB in Q1 2025 and has held it in 7 quarters since. The position peaked at $25.8K in Q3 2025. 137 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

AlphaCore Capital held 150 shares of State Street SPDR Portfolio Mortgage Backed Bond Index ETF worth $3.17K as of Q3 2026.
AlphaCore Capital left its State Street SPDR Portfolio Mortgage Backed Bond Index ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio Mortgage Backed Bond Index ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1675 holding.
AlphaCore Capital first reported a position in State Street SPDR Portfolio Mortgage Backed Bond Index ETF in Q1 2025 and has held it in 7 quarters since.
AlphaCore Capital's State Street SPDR Portfolio Mortgage Backed Bond Index ETF position peaked at $25.8K in Q3 2025.
137 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond Index ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.