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 Q3	$289K	Sell	13,683 -488	-3%	-$10.7K	0.16%	119
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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 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

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 $1.47B AUM 20.15% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Seed Wealth Management Evanston, Illinois $159M AUM 11.98% 1-Year Est. Return

GK Wealth Management's SPMB Position: Q3 2026 in Review

GK Wealth Management reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 3.4% in Q3 2026, selling an estimated $10.7K and leaving 13,683 shares worth $289K. The position accounts for 0.16% of the portfolio, ranked #119.

GK Wealth Management first reported a position in SPMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $385K in Q4 2024. 51 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

GK Wealth Management held 13,683 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $289K as of Q3 2026.
GK Wealth Management sold 488 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2026, an estimated $10.7K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.16% of GK Wealth Management's portfolio in Q3 2026, its #119 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 7 quarters since.
GK Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $385K in Q4 2024.
51 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.