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

Midwest Capital Advisors’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	$1.7M	Sell	80,210 -187,973	-70%	-$4.11M	0.61%	22
2026 Q2	$5.98M	Buy	268,183 +57,274	+27%	+$1.28M	2.43%	12
2026 Q1	$4.72M	Buy	210,909 +33,429	+19%	+$753K	2.21%	14
2025 Q4	$3.98M	Sell	177,480 -2,191	-1%	-$49.3K	1.91%	16
2025 Q3	$4.03M	Sell	179,671 -52,120	-22%	-$1.15M	1.94%	17
2025 Q2	$5.12M	Sell	231,791 -3,073	-1%	-$67K	2.7%	12
2025 Q1	$5.18M	Sell	234,864 -34,656	-13%	-$754K	3.18%	7
2024 Q4	$5.81M	Buy	+269,520	New	+$5.9M	4.25%	5

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

Midwest Capital Advisors's SPMB Position: Q3 2026 in Review

Midwest Capital Advisors reduced its State Street SPDR Portfolio Mortgage Backed Bond Index ETF (SPMB) stake by 70% in Q3 2026, selling an estimated $4.11M and leaving 80,210 shares worth $1.7M. The position accounts for 0.61% of the portfolio, ranked #22.

Midwest Capital Advisors first reported a position in SPMB in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.98M in Q2 2026. 159 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

Midwest Capital Advisors held 80,210 shares of State Street SPDR Portfolio Mortgage Backed Bond Index ETF worth $1.7M as of Q3 2026.
Midwest Capital Advisors sold 187,973 State Street SPDR Portfolio Mortgage Backed Bond Index ETF shares in Q3 2026, an estimated $4.11M.
State Street SPDR Portfolio Mortgage Backed Bond Index ETF made up 0.61% of Midwest Capital Advisors's portfolio in Q3 2026, its #22 holding.
Midwest Capital Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond Index ETF in Q4 2024 and has held it in 8 quarters since.
Midwest Capital Advisors's State Street SPDR Portfolio Mortgage Backed Bond Index ETF position peaked at $5.98M 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 Midwest Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.