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Third View Private Wealth’s State Street SPDR Portfolio Mortgage Backed Bond 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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AssetMark Inc
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

Third View Private Wealth's SPMB Position: Q2 2026 in Review

Third View Private Wealth reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 6.3% in Q2 2026, selling an estimated $28.8K and leaving 19,265 shares worth $430K. The position accounts for 0.05% of the portfolio, ranked #204.

Third View Private Wealth first reported a position in SPMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $512K in Q4 2025. 155 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Third View Private Wealth held 19,265 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $430K as of Q2 2026.
  • Third View Private Wealth sold 1,293 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $28.8K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.05% of Third View Private Wealth's portfolio in Q2 2026, its #204 holding.
  • Third View Private Wealth first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $512K in Q4 2025.
  • 155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.