Tucker Asset Management’s State Street SPDR Portfolio Mortgage Backed Bond Index 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 Q3	–	Sell	-107	Closed	-$2.39K	–	372
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	$2.36K	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	$2.64K	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

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

Tucker Asset Management's SPMB Position: Q3 2026 in Review

Tucker Asset Management sold out of State Street SPDR Portfolio Mortgage Backed Bond Index ETF (SPMB) in Q3 2026, closing a stake of 107 shares — an estimated $2.39K sold.

Tucker Asset Management first reported a position in SPMB in Q4 2020 and held it in 14 quarters. The position peaked at $54.8K in Q4 2020. 137 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

Tucker Asset Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond Index ETF position as of Q3 2026 after selling out during the quarter.
Tucker Asset Management sold 107 State Street SPDR Portfolio Mortgage Backed Bond Index ETF shares in Q3 2026, an estimated $2.39K.
Tucker Asset Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond Index ETF in Q4 2020 and held it in 14 quarters.
Tucker Asset Management's State Street SPDR Portfolio Mortgage Backed Bond Index ETF position peaked at $54.8K in Q4 2020.
137 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond Index ETF as of Q3 2026.

Based on Tucker Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.