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

Norden 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	$719K	Buy	33,999 +150	+0.4%	+$3.28K	0.05%	280
2026 Q2	$755K	Buy	33,849 +1,747	+5%	+$39K	0.06%	263
2026 Q1	$719K	Buy	32,102 +401	+1%	+$9.03K	0.07%	248
2025 Q4	$711K	Sell	31,701 -1,017	-3%	-$22.9K	0.07%	261
2025 Q3	$734K	Buy	32,718 +538	+2%	+$11.9K	0.07%	257
2025 Q2	$711K	Buy	32,180 +2,940	+10%	+$64.1K	0.08%	256
2025 Q1	$645K	Sell	29,240 -1,629	-5%	-$35.4K	0.07%	253
2024 Q4	$665K	Sell	30,869 -1,106	-3%	-$24.2K	0.08%	278
2024 Q3	$720K	Sell	31,975 -1,277	-4%	-$28.4K	0.09%	256
2024 Q2	$717K	Sell	33,252 -20,152	-38%	-$431K	0.15%	152
2024 Q1	$1.16M	Buy	+53,404	New	+$1.16M	0.24%	99

Other funds holding SPMB

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

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 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 $1.47B AUM 20.15% 1-Year Est. Return

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

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

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Seed Wealth Management Evanston, Illinois $159M AUM 11.98% 1-Year Est. Return

Norden Group's SPMB Position: Q3 2026 in Review

Norden Group increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 0.44% in Q3 2026, buying an estimated $3.28K and bringing the position to 33,999 shares worth $719K. The position accounts for 0.05% of the portfolio, ranked #280.

Norden Group first reported a position in SPMB in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.16M in Q1 2024. 51 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

Norden Group held 33,999 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $719K as of Q3 2026.
Norden Group bought 150 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2026, an estimated $3.28K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.05% of Norden Group's portfolio in Q3 2026, its #280 holding.
Norden Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2024 and has held it in 11 quarters since.
Norden Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.16M in Q1 2024.
51 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2026.

Based on Norden Group's 13F filing for Q3 2026, filed 20 Oct 2026.