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

GK 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 Q2	$316K	Buy	+14,171	New	+$316K	0.17%	147
2026 Q1	–	Sell	-15,811	Closed	-$354K	–	180
2025 Q4	$354K	Sell	15,811 -976	-6%	-$22K	0.24%	106
2025 Q3	$377K	Buy	16,787 +123	+0.7%	+$2.72K	0.28%	88
2025 Q2	$368K	Sell	16,664 -279	-2%	-$6.08K	0.33%	76
2025 Q1	$374K	Sell	16,943 -901	-5%	-$19.6K	0.43%	64
2024 Q4	$385K	Buy	+17,844	New	+$391K	0.49%	54

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

BEI

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

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

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

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

GK Wealth Management's SPMB Position: Q2 2026 in Review

GK Wealth Management opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026: 14,171 shares worth $316K. The stake represents 0.17% of the portfolio and ranks #147 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in SPMB as recently as Q4 2025.

GK Wealth Management first reported a position in SPMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $385K in Q4 2024. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

GK Wealth Management held 14,171 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $316K as of Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF was a new GK Wealth Management position in Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.17% of GK Wealth Management's portfolio in Q2 2026, its #147 holding.
GK Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2024 and has held it in 6 quarters since.
GK Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $385K in Q4 2024.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.