Spurstone Advisory Services’s State Street SPDR Portfolio Mortgage Backed Bond Index ETF SPMB Stock Holding History

Spurstone Advisory Services’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	$169	Hold	8	–	–	﹤0.01%	94
2026 Q2	$177	Hold	8	–	–	﹤0.01%	95
2026 Q1	$179	Hold	8	–	–	﹤0.01%	74
2025 Q4	$179	Hold	8	–	–	﹤0.01%	94
2025 Q3	$179	Hold	8	–	–	﹤0.01%	112
2025 Q2	$176	Hold	8	–	–	﹤0.01%	136
2025 Q1	$176	Buy	+8	New	+$174	﹤0.01%	101

Other funds holding SPMB

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

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

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Spurstone Advisory Services's SPMB Position: Q3 2026 in Review

Spurstone Advisory Services held its State Street SPDR Portfolio Mortgage Backed Bond Index ETF (SPMB) position steady in Q3 2026 at 8 shares worth $169. The position accounts for ﹤0.01% of the portfolio, ranked #94.

Spurstone Advisory Services first reported a position in SPMB in Q1 2025 and has held it in 7 quarters since. The position peaked at $179 in Q1 2026. 103 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

Spurstone Advisory Services held 8 shares of State Street SPDR Portfolio Mortgage Backed Bond Index ETF worth $169 as of Q3 2026.
Spurstone Advisory Services left its State Street SPDR Portfolio Mortgage Backed Bond Index ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio Mortgage Backed Bond Index ETF made up ﹤0.01% of Spurstone Advisory Services's portfolio in Q3 2026, its #94 holding.
Spurstone Advisory Services first reported a position in State Street SPDR Portfolio Mortgage Backed Bond Index ETF in Q1 2025 and has held it in 7 quarters since.
Spurstone Advisory Services's State Street SPDR Portfolio Mortgage Backed Bond Index ETF position peaked at $179 in Q1 2026.
103 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond Index ETF as of Q3 2026.

Based on Spurstone Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.