MJT & Associates Financial Advisory’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

MJT & Associates Financial 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 Q2	$6.51K	Hold	292	–	–	﹤0.01%	256
2026 Q1	$6.54K	Sell	292 -112	-28%	-$2.52K	﹤0.01%	236
2025 Q4	$9.06K	Hold	404	–	–	0.01%	194
2025 Q3	$9.07K	Sell	404 -18,438	-98%	-$408K	0.01%	201
2025 Q2	$416K	Sell	18,842 -1,383	-7%	-$30.2K	0.52%	24
2025 Q1	$446K	Buy	+20,225	New	+$440K	0.43%	26

Other funds holding SPMB

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return