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

Baker Tilly 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 		$295K Buy
13,973
+1,260
+10% +$27.6K 0.06% 233
2026
Q2 		$284K Sell
12,713
-490
-4% -$10.9K 0.06% 227
2026
Q1 		$296K Buy
13,203
+206
+2% +$4.64K 0.07% 213
2025
Q4 		$291K Sell
12,997
-832
-6% -$18.7K 0.07% 226
2025
Q3 		$310K Sell
13,829
-841
-6% -$18.6K 0.07% 212
2025
Q2 		$324K Sell
14,670
-6,800
-32% -$148K 0.12% 177
2025
Q1 		$473K Sell
21,470
-1,429
-6% -$31.1K 0.19% 124
2024
Q4 		$493K Sell
22,899
-2,528
-10% -$55.4K 0.19% 117
2024
Q3 		$573K Sell
25,427
-1,184
-4% -$26.3K 0.25% 100
2024
Q2 		$574K Sell
26,611
-6,307
-19% -$135K 0.23% 102
2024
Q1 		$715K Sell
32,918
-34,165
-51% -$741K 0.13% 168
2023
Q4 		$1.48M Buy
67,083
+33,629
+101% +$707K 0.24% 93
2023
Q3 		$696K Sell
33,454
-6,864
-17% -$147K 0.11% 182
2023
Q2 		$883K Buy
40,318
+3,318
+9% +$73.1K 0.09% 224
2023
Q1 		$821K Buy
37,000
+5,710
+18% +$126K 0.09% 233
2022
Q4 		$679K Buy
31,290
+2,880
+10% +$62.1K 0.08% 262
2022
Q3 		$609K Buy
28,410
+783
+3% +$17.8K 0.08% 255
2022
Q2 		$631K Buy
27,627
+1,611
+6% +$37.1K 0.08% 251
2022
Q1 		$623K Sell
26,016
-2,719
-9% -$66.9K 0.07% 285
2021
Q4 		$729K Sell
28,735
-651
-2% -$16.6K 0.08% 276
2021
Q3 		$756K Buy
29,386
+4,182
+17% +$108K 0.1% 222
2021
Q2 		$652K Buy
25,204
+6,005
+31% +$156K 0.11% 217
2021
Q1 		$498K Buy
19,199
+10,805
+129% +$284K 0.1% 243
2020
Q4 		$222K Buy
+8,394
New +$222K 0.07% 300

Other funds holding SPMB

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Baker Tilly Wealth Management's SPMB Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 9.9% in Q3 2026, buying an estimated $27.6K and bringing the position to 13,973 shares worth $295K. The position accounts for 0.06% of the portfolio, ranked #233.

Baker Tilly Wealth Management first reported a position in SPMB in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.48M in Q4 2023. 13 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

  • Baker Tilly Wealth Management held 13,973 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $295K as of Q3 2026.
  • Baker Tilly Wealth Management bought 1,260 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2026, an estimated $27.6K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.06% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #233 holding.
  • Baker Tilly Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.48M in Q4 2023.
  • 13 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.