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CoreCap Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

CoreCap 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
Q2 		$66.2K Hold
2,969
– – ﹤0.01% 1277
2026
Q1 		$66.5K Sell
2,969
-42
-1% -$946 ﹤0.01% 1183
2025
Q4 		$67.5K Buy
3,011
+42
+1% +$945 ﹤0.01% 1182
2025
Q3 		$66.6K Buy
2,969
+1,761
+146% +$39K ﹤0.01% 1194
2025
Q2 		$26.7K Sell
1,208
-256
-17% -$5.58K ﹤0.01% 1505
2025
Q1 		$32.3K Sell
1,464
-1,889
-56% -$41.1K ﹤0.01% 1353
2024
Q4 		$72.3K Buy
3,353
+1,980
+144% +$43.4K ﹤0.01% 1035
2024
Q3 		$30.9K Sell
1,373
-61
-4% -$1.35K ﹤0.01% 1384
2024
Q2 		$30.9K Hold
1,434
– – ﹤0.01% 775
2024
Q1 		$31.1K Buy
+1,434
New +$31.1K ﹤0.01% 1298
2022
Q4 		$24.6K Buy
+1,132
New +$24.4K ﹤0.01% 1221
2022
Q3 		– Sell
-1,188
Closed -$27K – 1863
2022
Q2 		$27K Buy
+1,188
New +$27.4K ﹤0.01% 1144
2022
Q1 		– Sell
-2,706
Closed -$69K – 1863
2021
Q4 		$69K Buy
+2,706
New +$69K ﹤0.01% 890

Other funds holding SPMB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return