Ehrlich Financial Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Ehrlich Financial Group’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	$686K	Sell	32,449 -106,753	-77%	-$2.34M	0.35%	60
2026 Q2	$3.11M	Buy	139,202 +7,712	+6%	+$172K	1.6%	17
2026 Q1	$2.94M	Buy	131,490 +3,834	+3%	+$86.3K	1.69%	18
2025 Q4	$2.86M	Buy	127,656 +1,840	+1%	+$41.4K	1.63%	19
2025 Q3	$2.82M	Buy	125,816 +4,930	+4%	+$109K	1.68%	16
2025 Q2	$2.67M	Buy	120,886 +2,404	+2%	+$52.4K	1.73%	17
2025 Q1	$2.61M	Sell	118,482 -2,006	-2%	-$43.6K	1.9%	14
2024 Q4	$2.6M	Buy	+120,488	New	+$2.64M	1.85%	16

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

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

Portside Wealth Group Provo, Utah $901M AUM 21.06% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

TS Financial Group (TSFG) Lake Forest, Illinois $434M AUM 15.71% 1-Year Est. Return

Ehrlich Financial Group's SPMB Position: Q3 2026 in Review

Ehrlich Financial Group reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 77% in Q3 2026, selling an estimated $2.34M and leaving 32,449 shares worth $686K. The position accounts for 0.35% of the portfolio, ranked #60.

Ehrlich Financial Group first reported a position in SPMB in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.11M in Q2 2026. 66 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

Ehrlich Financial Group held 32,449 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $686K as of Q3 2026.
Ehrlich Financial Group sold 106,753 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2026, an estimated $2.34M.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.35% of Ehrlich Financial Group's portfolio in Q3 2026, its #60 holding.
Ehrlich Financial Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2024 and has held it in 8 quarters since.
Ehrlich Financial Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $3.11M in Q2 2026.
66 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.