Independent Advisor Alliance’s State Street SPDR Portfolio Mortgage Backed Bond Index ETF SPMB Stock Holding History

Independent Advisor Alliance’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	$1.43M	Buy	65,641 +10,054	+18%	+$220K	0.03%	359
2026 Q2	$1.24M	Sell	55,587 -1,495,866	-96%	-$33.4M	0.03%	404
2026 Q1	$34.7M	Buy	1,551,453 +1,503,617	+3,143%	+$33.9M	0.37%	56
2025 Q4	$1.07M	Buy	47,836 +1,324	+3%	+$29.8K	0.03%	453
2025 Q3	$1.04M	Buy	46,512 +4,123	+10%	+$91.2K	0.03%	436
2025 Q2	$937K	Buy	42,389 +10,976	+35%	+$239K	0.03%	432
2025 Q1	$693K	Sell	31,413 -1,109,029	-97%	-$24.1M	0.02%	449
2024 Q4	$24.6M	Buy	1,140,442 +1,111,406	+3,828%	+$24.3M	0.33%	63
2024 Q3	$654K	Buy	29,036 +178	+0.6%	+$3.95K	0.02%	404
2024 Q2	$622K	Buy	28,858 +4,700	+19%	+$100K	0.02%	410
2024 Q1	$525K	Buy	+24,158	New	+$524K	0.02%	445

Other funds holding SPMB

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

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 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

Independent Advisor Alliance's SPMB Position: Q3 2026 in Review

Independent Advisor Alliance increased its State Street SPDR Portfolio Mortgage Backed Bond Index ETF (SPMB) stake by 18% in Q3 2026, buying an estimated $220K and bringing the position to 65,641 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #359.

Independent Advisor Alliance first reported a position in SPMB in Q1 2024 and has held it in 11 quarters since. The position peaked at $34.7M in Q1 2026. 194 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

Independent Advisor Alliance held 65,641 shares of State Street SPDR Portfolio Mortgage Backed Bond Index ETF worth $1.43M as of Q3 2026.
Independent Advisor Alliance bought 10,054 State Street SPDR Portfolio Mortgage Backed Bond Index ETF shares in Q3 2026, an estimated $220K.
State Street SPDR Portfolio Mortgage Backed Bond Index ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q3 2026, its #359 holding.
Independent Advisor Alliance first reported a position in State Street SPDR Portfolio Mortgage Backed Bond Index ETF in Q1 2024 and has held it in 11 quarters since.
Independent Advisor Alliance's State Street SPDR Portfolio Mortgage Backed Bond Index ETF position peaked at $34.7M in Q1 2026.
194 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond Index ETF as of Q3 2026.

Based on Independent Advisor Alliance's 13F filing for Q3 2026, filed 10 Nov 2026.