Tucker Asset Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Tucker Asset 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 Q2	$2.39K	Hold	107	–	–	﹤0.01%	390
2026 Q1	$2.4K	Hold	107	–	–	﹤0.01%	333
2025 Q4	$2.4K	Hold	107	–	–	﹤0.01%	817
2025 Q3	$2.4K	Hold	107	–	–	﹤0.01%	290
2025 Q2	$2.37K	Hold	107	–	–	﹤0.01%	269
2025 Q1	$2.36K	Hold	107	–	–	﹤0.01%	280
2024 Q4	$2.31K	Hold	107	–	–	﹤0.01%	1183
2024 Q3	$2.41K	Hold	107	–	–	﹤0.01%	1125
2024 Q2	$2.31K	Buy	+107	New	+$2.29K	﹤0.01%	1280
2022 Q1	–	Sell	-12	Closed	-$304	–	610
2021 Q4	$304	Sell	12 -90	-88%	-$2.29K	﹤0.01%	433
2021 Q3	$2.6K	Hold	102	–	–	﹤0.01%	285
2021 Q2	$2.64K	Hold	102	–	–	﹤0.01%	262
2021 Q1	$2.65K	Sell	102 -1,973	-95%	-$51.8K	﹤0.01%	250
2020 Q4	$54.8K	Buy	+2,075	New	+$55K	0.03%	56

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Tucker Asset Management's SPMB Position: Q2 2026 in Review

Tucker Asset Management held its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) position steady in Q2 2026 at 107 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Tucker Asset Management first reported a position in SPMB in Q4 2020 and has held it in 14 quarters since. The position peaked at $54.8K in Q4 2020. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Tucker Asset Management held 107 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $2.39K as of Q2 2026.
Tucker Asset Management left its State Street SPDR Portfolio Mortgage Backed Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q2 2026, its #390 holding.
Tucker Asset Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2020 and has held it in 14 quarters since.
Tucker Asset Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $54.8K in Q4 2020.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.