Integrated Advisors Network’s State Street SPDR Portfolio Mortgage Backed Bond Index ETF SPMB Stock Holding History

Integrated Advisors Network’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	$206K	Sell	9,757 -68,994	-88%	-$1.51M	0.01%	647
2026 Q2	$1.76M	Buy	78,751 +30,822	+64%	+$687K	0.08%	228
2026 Q1	$1.07M	Buy	47,929 +28,124	+142%	+$633K	0.06%	303
2025 Q4	$444K	Sell	19,805 -894	-4%	-$20.1K	0.02%	501
2025 Q3	$464K	Buy	20,699 +2,657	+15%	+$58.8K	0.02%	521
2025 Q2	$399K	Buy	18,042 +3,473	+24%	+$75.7K	0.02%	547
2025 Q1	$321K	Buy	+14,569	New	+$317K	0.02%	569

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

Integrated Advisors Network's SPMB Position: Q3 2026 in Review

Integrated Advisors Network reduced its State Street SPDR Portfolio Mortgage Backed Bond Index ETF (SPMB) stake by 88% in Q3 2026, selling an estimated $1.51M and leaving 9,757 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #647.

Integrated Advisors Network first reported a position in SPMB in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.76M in Q2 2026. 159 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

Integrated Advisors Network held 9,757 shares of State Street SPDR Portfolio Mortgage Backed Bond Index ETF worth $206K as of Q3 2026.
Integrated Advisors Network sold 68,994 State Street SPDR Portfolio Mortgage Backed Bond Index ETF shares in Q3 2026, an estimated $1.51M.
State Street SPDR Portfolio Mortgage Backed Bond Index ETF made up 0.01% of Integrated Advisors Network's portfolio in Q3 2026, its #647 holding.
Integrated Advisors Network first reported a position in State Street SPDR Portfolio Mortgage Backed Bond Index ETF in Q1 2025 and has held it in 7 quarters since.
Integrated Advisors Network's State Street SPDR Portfolio Mortgage Backed Bond Index ETF position peaked at $1.76M in Q2 2026.
159 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond Index ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.