IFG Advisory’s State Street SPDR Portfolio Mortgage Backed Bond Index ETF SPMB Stock Holding History

IFG Advisory’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	$52.3K	Sell	2,475 -1,786	-42%	-$39.1K	﹤0.01%	1292
2026 Q2	$95.1K	Buy	+4,261	New	+$95K	﹤0.01%	1099
2025 Q4	–	Sell	-15,354	Closed	-$345K	–	797
2025 Q3	$345K	Buy	+15,354	New	+$340K	0.02%	597

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

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

Leicht Financial Planning & Wealth Management Parsippany, New Jersey $242M AUM 9.31% 1-Year Est. Return

IFG Advisory's SPMB Position: Q3 2026 in Review

IFG Advisory reduced its State Street SPDR Portfolio Mortgage Backed Bond Index ETF (SPMB) stake by 42% in Q3 2026, selling an estimated $39.1K and leaving 2,475 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

IFG Advisory first reported a position in SPMB in Q3 2025 and has held it in 3 quarters since. The position peaked at $345K in Q3 2025. 147 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

IFG Advisory held 2,475 shares of State Street SPDR Portfolio Mortgage Backed Bond Index ETF worth $52.3K as of Q3 2026.
IFG Advisory sold 1,786 State Street SPDR Portfolio Mortgage Backed Bond Index ETF shares in Q3 2026, an estimated $39.1K.
State Street SPDR Portfolio Mortgage Backed Bond Index ETF made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1292 holding.
IFG Advisory first reported a position in State Street SPDR Portfolio Mortgage Backed Bond Index ETF in Q3 2025 and has held it in 3 quarters since.
IFG Advisory's State Street SPDR Portfolio Mortgage Backed Bond Index ETF position peaked at $345K in Q3 2025.
147 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond Index ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.