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GPS Wealth Strategies Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

GPS Wealth Strategies Group’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
2025
Q4 		$49.3K Sell
2,199
-56,098
-96% -$1.26M 0.04% 221
2025
Q3 		$1.31M Sell
58,297
-1,328
-2% -$29.4K 0.14% 93
2025
Q2 		$1.32M Sell
59,625
-448
-0.7% -$9.77K 0.15% 90
2025
Q1 		$1.32M Sell
60,073
-22,410
-27% -$487K 0.18% 89
2024
Q4 		$1.78M Sell
82,483
-4,235
-5% -$92.7K 0.23% 69
2024
Q3 		$1.95M Sell
86,718
-2,202
-2% -$48.9K 0.26% 73
2024
Q2 		$1.92M Sell
88,920
-7,102
-7% -$152K 0.29% 66
2024
Q1 		$2.09M Sell
96,022
-290
-0.3% -$6.29K 0.34% 60
2023
Q4 		$2.13M Sell
96,312
-62,112
-39% -$1.31M 0.39% 56
2023
Q3 		$3.3M Buy
158,424
+20,343
+15% +$436K 0.63% 29
2023
Q2 		$3.03M Buy
138,081
+40,987
+42% +$903K 0.56% 33
2023
Q1 		$2.15M Buy
97,094
+37,673
+63% +$833K 0.45% 45
2022
Q4 		$1.29M Buy
59,421
+10,559
+22% +$228K 0.39% 56
2022
Q3 		$1.05M Buy
48,862
+20,650
+73% +$469K 0.26% 62
2022
Q2 		$645K Buy
+28,212
New +$650K 0.17% 103

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

GPS Wealth Strategies Group's SPMB Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 96% in Q4 2025, selling an estimated $1.26M and leaving 2,199 shares worth $49.3K. The position accounts for 0.04% of the portfolio, ranked #221.

GPS Wealth Strategies Group first reported a position in SPMB in Q2 2022 and has held it in 15 quarters since. The position peaked at $3.3M in Q3 2023. 248 funds tracked by Wall St. Rank hold SPMB as of Q4 2025.

  • GPS Wealth Strategies Group held 2,199 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $49.3K as of Q4 2025.
  • GPS Wealth Strategies Group sold 56,098 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2025, an estimated $1.26M.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.04% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #221 holding.
  • GPS Wealth Strategies Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • GPS Wealth Strategies Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $3.3M in Q3 2023.
  • 248 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.