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

Mutual 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	$2.5M	Sell	118,067 -1,002	-0.8%	-$21.9K	0.04%	376
2026 Q2	$2.66M	Sell	119,069 -98,190	-45%	-$2.19M	0.05%	350
2026 Q1	$4.86M	Buy	217,259 +40,472	+23%	+$911K	0.1%	195
2025 Q4	$3.96M	Buy	176,787 +4,850	+3%	+$109K	0.08%	226
2025 Q3	$3.89M	Sell	171,937 -1,392	-0.8%	-$30.8K	0.09%	227
2025 Q2	$3.8M	Sell	173,329 -28,334	-14%	-$618K	0.09%	207
2025 Q1	$4.42M	Sell	201,663 -15,081	-7%	-$328K	0.13%	167
2024 Q4	$4.66M	Sell	216,744 -39,073	-15%	-$856K	0.13%	150
2024 Q3	$5.61M	Buy	255,817 +22,818	+10%	+$507K	0.16%	116
2024 Q2	$5.11M	Sell	232,999 -6,252	-3%	-$134K	0.15%	138
2024 Q1	$5.2M	Buy	239,251 +8,214	+4%	+$178K	0.17%	123
2023 Q4	$5.1M	Buy	+231,037	New	+$4.86M	0.18%	119
2023 Q3	–	Sell	-11,427	Closed	-$250K	–	1042
2023 Q2	$250K	Buy	+11,427	New	+$252K	0.01%	871

Other funds holding SPMB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 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

Mutual Advisors's SPMB Position: Q3 2026 in Review

Mutual Advisors reduced its State Street SPDR Portfolio Mortgage Backed Bond Index ETF (SPMB) stake by 0.84% in Q3 2026, selling an estimated $21.9K and leaving 118,067 shares worth $2.5M. The position accounts for 0.04% of the portfolio, ranked #376.

Mutual Advisors first reported a position in SPMB in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.61M in Q3 2024. 197 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

Mutual Advisors held 118,067 shares of State Street SPDR Portfolio Mortgage Backed Bond Index ETF worth $2.5M as of Q3 2026.
Mutual Advisors sold 1,002 State Street SPDR Portfolio Mortgage Backed Bond Index ETF shares in Q3 2026, an estimated $21.9K.
State Street SPDR Portfolio Mortgage Backed Bond Index ETF made up 0.04% of Mutual Advisors's portfolio in Q3 2026, its #376 holding.
Mutual Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond Index ETF in Q2 2023 and has held it in 13 quarters since.
Mutual Advisors's State Street SPDR Portfolio Mortgage Backed Bond Index ETF position peaked at $5.61M in Q3 2024.
197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond Index ETF as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.