Diversified Enterprises’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Diversified Enterprises’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	$247K	Hold	11,663	–	–	0.01%	395
2026 Q2	$260K	Sell	11,663 -6	-0.1%	-$134	0.01%	358
2026 Q1	$261K	Buy	11,669 +830	+8%	+$18.7K	0.01%	350
2025 Q4	$243K	Hold	10,839	–	–	0.01%	336
2025 Q3	$243K	Buy	10,839 +267	+3%	+$5.91K	0.02%	279
2025 Q2	$234K	Sell	10,572 -1,298	-11%	-$28.3K	0.02%	273
2025 Q1	$262K	Buy	11,870 +267	+2%	+$5.81K	0.02%	253
2024 Q4	$250K	Buy	11,603 +1,266	+12%	+$27.7K	0.02%	210
2024 Q3	$233K	Buy	+10,337	New	+$230K	0.03%	210

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

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

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

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Leslie Global Wealth Itasca, Illinois $272M AUM 14.49% 1-Year Est. Return

Diversified Enterprises's SPMB Position: Q3 2026 in Review

Diversified Enterprises held its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) position steady in Q3 2026 at 11,663 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #395.

Diversified Enterprises first reported a position in SPMB in Q3 2024 and has held it in 9 quarters since. The position peaked at $262K in Q1 2025. 87 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

Diversified Enterprises held 11,663 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $247K as of Q3 2026.
Diversified Enterprises left its State Street SPDR Portfolio Mortgage Backed Bond ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.01% of Diversified Enterprises's portfolio in Q3 2026, its #395 holding.
Diversified Enterprises first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $262K in Q1 2025.
87 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.