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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.7K	Sell	600 -157	-21%	-$3.44K	﹤0.01%	375
2026 Q2	$16.9K	Hold	757	–	–	0.01%	359
2026 Q1	$16.9K	Hold	757	–	–	0.01%	322
2025 Q4	$17K	Hold	757	–	–	0.01%	299
2025 Q3	$17K	Buy	+757	New	+$16.8K	0.01%	294

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

Register Financial Advisors's SPMB Position: Q3 2026 in Review

Register Financial Advisors reduced its State Street SPDR Portfolio Mortgage Backed Bond Index ETF (SPMB) stake by 21% in Q3 2026, selling an estimated $3.44K and leaving 600 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Register Financial Advisors first reported a position in SPMB in Q3 2025 and has held it in 5 quarters since. The position peaked at $17K in Q3 2025. 138 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

Register Financial Advisors held 600 shares of State Street SPDR Portfolio Mortgage Backed Bond Index ETF worth $12.7K as of Q3 2026.
Register Financial Advisors sold 157 State Street SPDR Portfolio Mortgage Backed Bond Index ETF shares in Q3 2026, an estimated $3.44K.
State Street SPDR Portfolio Mortgage Backed Bond Index ETF made up ﹤0.01% of Register Financial Advisors's portfolio in Q3 2026, its #375 holding.
Register Financial Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond Index ETF in Q3 2025 and has held it in 5 quarters since.
Register Financial Advisors's State Street SPDR Portfolio Mortgage Backed Bond Index ETF position peaked at $17K in Q3 2025.
138 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond Index ETF as of Q3 2026.

Based on Register Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.