Mather Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Mather 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
2026 Q3	$25.9K	Buy	1,227 +766	+166%	+$16.8K	﹤0.01%	1363
2026 Q2	$10.3K	Hold	461	–	–	﹤0.01%	1490
2026 Q1	$10.3K	Buy	+461	New	+$10.4K	﹤0.01%	1449
2024 Q3	–	Sell	-3,469	Closed	-$75.3K	–	2143
2024 Q2	$75.3K	Buy	3,469 +3,449	+17,245%	+$73.7K	﹤0.01%	890
2024 Q1	$441	Buy	+20	New	+$434	﹤0.01%	1690

Other funds holding SPMB

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

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

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Portside Wealth Group Provo, Utah $901M AUM 21.06% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Mather Group's SPMB Position: Q3 2026 in Review

Mather Group increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 166% in Q3 2026, buying an estimated $16.8K and bringing the position to 1,227 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Mather Group first reported a position in SPMB in Q1 2024 and has held it in 5 quarters since. The position peaked at $75.3K in Q2 2024. 62 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

Mather Group held 1,227 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $25.9K as of Q3 2026.
Mather Group bought 766 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2026, an estimated $16.8K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1363 holding.
Mather Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2024 and has held it in 5 quarters since.
Mather Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $75.3K in Q2 2024.
62 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.