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Drucker Wealth 3.0’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Drucker Wealth 3.0’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 		$5.03M Buy
225,295
+20,594
+10% +$459K 0.79% 30
2026
Q1 		$4.58M Buy
204,701
+3,747
+2% +$84.4K 0.8% 29
2025
Q4 		$4.5M Buy
200,954
+10,099
+5% +$227K 0.79% 28
2025
Q3 		$4.28M Buy
190,855
+120,388
+171% +$2.66M 0.76% 30
2025
Q2 		$1.55M Buy
+70,467
New +$1.54M 0.3% 76

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Drucker Wealth 3.0's SPMB Position: Q2 2026 in Review

Drucker Wealth 3.0 increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 10% in Q2 2026, buying an estimated $459K and bringing the position to 225,295 shares worth $5.03M. The position accounts for 0.79% of the portfolio, ranked #30.

Drucker Wealth 3.0 first reported a position in SPMB in Q2 2025 and has held it in 5 quarters since. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Drucker Wealth 3.0 held 225,295 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $5.03M as of Q2 2026.
  • Drucker Wealth 3.0 bought 20,594 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $459K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.79% of Drucker Wealth 3.0's portfolio in Q2 2026, its #30 holding.
  • Drucker Wealth 3.0 first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.