Global Retirement Partners’s State Street SPDR Portfolio Mortgage Backed Bond Index ETF SPMB Stock Holding History

Global Retirement Partners’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	$681K	Buy	32,200 +405	+1%	+$8.86K	0.01%	915
2026 Q2	$709K	Buy	+31,795	New	+$709K	0.01%	872
2025 Q4	$804K	Buy	35,859 +4,070	+13%	+$91.6K	0.01%	735
2025 Q3	$713K	Buy	31,789 +1,383	+5%	+$30.6K	0.02%	638
2025 Q2	$672K	Buy	+30,406	New	+$663K	0.02%	623
2024 Q4	$1.32M	Buy	61,056 +7,239	+13%	+$159K	0.04%	392
2024 Q3	$1.21M	Buy	53,817 +5,007	+10%	+$111K	0.04%	398
2024 Q2	$1.05M	Buy	48,810 +12,118	+33%	+$259K	0.03%	405
2024 Q1	$797K	Buy	36,692 +2,758	+8%	+$59.9K	0.03%	410
2023 Q4	$741K	Buy	33,934 +3,433	+11%	+$72.2K	0.03%	402
2023 Q3	$624K	Buy	30,501 +7,634	+33%	+$164K	0.03%	386
2023 Q2	$501K	Sell	22,867 -870	-4%	-$19.2K	0.02%	448
2023 Q1	$530K	Buy	23,737 +1,618	+7%	+$35.8K	0.03%	417
2022 Q4	$480K	Buy	22,119 +5,593	+34%	+$121K	0.03%	380
2022 Q3	$349K	Buy	16,526 +365	+2%	+$8.29K	0.03%	420
2022 Q2	$369K	Buy	16,161 +33	+0.2%	+$760	0.03%	411
2022 Q1	$376K	Buy	+16,128	New	+$397K	0.03%	405

Other funds holding SPMB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Compton Financial Group Towson, Maryland $519M AUM 6.77% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return

Global Retirement Partners's SPMB Position: Q3 2026 in Review

Global Retirement Partners increased its State Street SPDR Portfolio Mortgage Backed Bond Index ETF (SPMB) stake by 1.3% in Q3 2026, buying an estimated $8.86K and bringing the position to 32,200 shares worth $681K. The position accounts for 0.01% of the portfolio, ranked #915.

Global Retirement Partners first reported a position in SPMB in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.32M in Q4 2024. 159 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

Global Retirement Partners held 32,200 shares of State Street SPDR Portfolio Mortgage Backed Bond Index ETF worth $681K as of Q3 2026.
Global Retirement Partners bought 405 State Street SPDR Portfolio Mortgage Backed Bond Index ETF shares in Q3 2026, an estimated $8.86K.
State Street SPDR Portfolio Mortgage Backed Bond Index ETF made up 0.01% of Global Retirement Partners's portfolio in Q3 2026, its #915 holding.
Global Retirement Partners first reported a position in State Street SPDR Portfolio Mortgage Backed Bond Index ETF in Q1 2022 and has held it in 17 quarters since.
Global Retirement Partners's State Street SPDR Portfolio Mortgage Backed Bond Index ETF position peaked at $1.32M in Q4 2024.
159 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond Index ETF as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.