Third View Private Wealth’s State Street SPDR Portfolio Mortgage Backed Bond Index ETF SPMB Stock Holding History

Third View Private Wealth’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	$375K	Sell	17,728 -1,537	-8%	-$33.6K	0.04%	208
2026 Q2	$430K	Sell	19,265 -1,293	-6%	-$28.8K	0.05%	204
2026 Q1	$460K	Sell	20,558 -2,279	-10%	-$51.3K	0.06%	173
2025 Q4	$512K	Buy	+22,837	New	+$514K	0.07%	168

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

Third View Private Wealth's SPMB Position: Q3 2026 in Review

Third View Private Wealth reduced its State Street SPDR Portfolio Mortgage Backed Bond Index ETF (SPMB) stake by 8% in Q3 2026, selling an estimated $33.6K and leaving 17,728 shares worth $375K. The position accounts for 0.04% of the portfolio, ranked #208.

Third View Private Wealth first reported a position in SPMB in Q4 2025 and has held it in 4 quarters since. The position peaked at $512K in Q4 2025. 137 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

Third View Private Wealth held 17,728 shares of State Street SPDR Portfolio Mortgage Backed Bond Index ETF worth $375K as of Q3 2026.
Third View Private Wealth sold 1,537 State Street SPDR Portfolio Mortgage Backed Bond Index ETF shares in Q3 2026, an estimated $33.6K.
State Street SPDR Portfolio Mortgage Backed Bond Index ETF made up 0.04% of Third View Private Wealth's portfolio in Q3 2026, its #208 holding.
Third View Private Wealth first reported a position in State Street SPDR Portfolio Mortgage Backed Bond Index ETF in Q4 2025 and has held it in 4 quarters since.
Third View Private Wealth's State Street SPDR Portfolio Mortgage Backed Bond Index ETF position peaked at $512K in Q4 2025.
137 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond Index ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.