One Wealth Capital Management’s State Street SPDR Portfolio Mortgage Backed Bond Index 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 Q3	–	Sell	-19,288	Closed	-$430K	–	230
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

LPL Financial San Diego, California $468B AUM 17.69% 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

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return

Leicht Financial Planning & Wealth Management Parsippany, New Jersey $242M AUM 9.31% 1-Year Est. Return

One Wealth Capital Management's SPMB Position: Q3 2026 in Review

One Wealth Capital Management sold out of State Street SPDR Portfolio Mortgage Backed Bond Index ETF (SPMB) in Q3 2026, closing a stake of 19,288 shares — an estimated $430K sold.

One Wealth Capital Management first reported a position in SPMB in Q4 2024 and held it in 7 quarters. The position peaked at $430K in Q2 2026. 137 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

One Wealth Capital Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond Index ETF position as of Q3 2026 after selling out during the quarter.
One Wealth Capital Management sold 19,288 State Street SPDR Portfolio Mortgage Backed Bond Index ETF shares in Q3 2026, an estimated $430K.
One Wealth Capital Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond Index ETF in Q4 2024 and held it in 7 quarters.
One Wealth Capital Management's State Street SPDR Portfolio Mortgage Backed Bond Index ETF position peaked at $430K in Q2 2026.
137 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond Index ETF as of Q3 2026.

Based on One Wealth Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.