Econ Financial Services’s State Street SPDR Portfolio Mortgage Backed Bond Index ETF SPMB Stock Holding History

Econ Financial Services’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	$423K	Buy	+19,997	New	+$438K	0.18%	70

Other funds holding SPMB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Compton Financial Group Towson, Maryland $519M AUM 6.77% 1-Year Est. Return

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

Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return

Econ Financial Services's SPMB Position: Q3 2026 in Review

Econ Financial Services opened a new position in State Street SPDR Portfolio Mortgage Backed Bond Index ETF (SPMB) in Q3 2026: 19,997 shares worth $423K. The stake represents 0.18% of the portfolio and ranks #70 among its holdings.

159 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

Econ Financial Services held 19,997 shares of State Street SPDR Portfolio Mortgage Backed Bond Index ETF worth $423K as of Q3 2026.
State Street SPDR Portfolio Mortgage Backed Bond Index ETF was a new Econ Financial Services position in Q3 2026.
State Street SPDR Portfolio Mortgage Backed Bond Index ETF made up 0.18% of Econ Financial Services's portfolio in Q3 2026, its #70 holding.
159 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond Index ETF as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.