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

Axxcess 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
2026 Q3	$742K	Buy	35,085 +14,071	+67%	+$308K	0.03%	453
2026 Q2	$469K	Buy	+21,014	New	+$469K	0.01%	734
2026 Q1	–	Sell	-10,764	Closed	-$241K	–	914
2025 Q4	$241K	Buy	+10,764	New	+$242K	﹤0.01%	926

Other funds holding SPMB

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

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

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Portside Wealth Group Provo, Utah $901M AUM 21.06% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Axxcess Wealth Management's SPMB Position: Q3 2026 in Review

Axxcess Wealth Management increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 67% in Q3 2026, buying an estimated $308K and bringing the position to 35,085 shares worth $742K. The position accounts for 0.03% of the portfolio, ranked #453.

Axxcess Wealth Management first reported a position in SPMB in Q4 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

Axxcess Wealth Management held 35,085 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $742K as of Q3 2026.
Axxcess Wealth Management bought 14,071 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2026, an estimated $308K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.03% of Axxcess Wealth Management's portfolio in Q3 2026, its #453 holding.
Axxcess Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2025 and has held it in 3 quarters since.
56 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.