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 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 $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return