Gibbs Wealth Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Gibbs Wealth Management’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 Q1	$18.9M	Buy	843,445 +386,993	+85%	+$8.71M	2.48%	7
2025 Q4	$10.3M	Sell	456,452 -27,595	-6%	-$621K	2.49%	7
2025 Q3	$10.9M	Sell	484,047 -117,463	-20%	-$2.6M	2.46%	7
2025 Q2	$13.3M	Buy	601,510 +61,855	+11%	+$1.35M	2.56%	5
2025 Q1	$11.9M	Buy	539,655 +53,549	+11%	+$1.16M	2.87%	4
2024 Q4	$10.5M	Buy	486,106 +69,137	+17%	+$1.51M	2.84%	6
2024 Q3	$9.39M	Buy	416,969 +79,827	+24%	+$1.77M	3.04%	3
2024 Q2	$7.27M	Sell	337,142 -38,110	-10%	-$815K	2.94%	5
2024 Q1	$8.15M	Buy	+375,252	New	+$8.14M	4.68%	3

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gibbs Wealth Management's SPMB Position: Q1 2026 in Review

Gibbs Wealth Management increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 85% in Q1 2026, buying an estimated $8.71M and bringing the position to 843,445 shares worth $18.9M. The position accounts for 2.48% of the portfolio, ranked #7.

Gibbs Wealth Management first reported a position in SPMB in Q1 2024 and has held it in 9 quarters since. 243 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

Gibbs Wealth Management held 843,445 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $18.9M as of Q1 2026.
Gibbs Wealth Management bought 386,993 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $8.71M.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 2.48% of Gibbs Wealth Management's portfolio in Q1 2026, its #7 holding.
Gibbs Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2024 and has held it in 9 quarters since.
243 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.