One Wealth Capital Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

One Wealth Capital Management’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	$430K	Buy	19,288 +9,631	+100%	+$215K	0.12%	124
2026 Q1	$216K	Sell	9,657 -1,161	-11%	-$26.1K	0.09%	114
2025 Q4	$242K	Sell	10,818 -101	-0.9%	-$2.27K	0.1%	114
2025 Q3	$245K	Buy	10,919 +515	+5%	+$11.4K	0.11%	104
2025 Q2	$230K	Sell	10,404 -73	-0.7%	-$1.59K	0.11%	99
2025 Q1	$231K	Buy	10,477 +10	+0.1%	+$217	0.12%	95
2024 Q4	$226K	Buy	+10,467	New	+$229K	0.11%	98

Other funds holding SPMB

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CIM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FLA

Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

One Wealth Capital Management's SPMB Position: Q2 2026 in Review

One Wealth Capital Management increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 100% in Q2 2026, buying an estimated $215K and bringing the position to 19,288 shares worth $430K. The position accounts for 0.12% of the portfolio, ranked #124.

One Wealth Capital Management first reported a position in SPMB in Q4 2024 and has held it in 7 quarters since. 110 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

One Wealth Capital Management held 19,288 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $430K as of Q2 2026.
One Wealth Capital Management bought 9,631 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $215K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.12% of One Wealth Capital Management's portfolio in Q2 2026, its #124 holding.
One Wealth Capital Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2024 and has held it in 7 quarters since.
110 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.