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	0.19%	147
2026 Q1	–	Sell	-15,811	Closed	-$354K	–	184
2025 Q4	$354K	Sell	15,811 -976	-6%	-$22K	0.26%	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	0.37%	76
2025 Q1	$374K	Sell	16,943 -901	-5%	-$19.6K	0.47%	64
2024 Q4	$385K	Buy	+17,844	New	+$391K	0.49%	54

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

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 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