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 Q3	$6.17K	Hold	292	–	–	﹤0.01%	248
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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

BCM

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

MJT & Associates Financial Advisory's SPMB Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) position steady in Q3 2026 at 292 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

MJT & Associates Financial Advisory first reported a position in SPMB in Q1 2025 and has held it in 7 quarters since. The position peaked at $446K in Q1 2025. 13 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

MJT & Associates Financial Advisory held 292 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $6.17K as of Q3 2026.
MJT & Associates Financial Advisory left its State Street SPDR Portfolio Mortgage Backed Bond ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #248 holding.
MJT & Associates Financial Advisory first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2025 and has held it in 7 quarters since.
MJT & Associates Financial Advisory's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $446K in Q1 2025.
13 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.