U.S. Capital Wealth Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	$438K	Sell	19,575 -10,205	-34%	-$230K	0.01%	708
2025 Q4	$668K	Sell	29,780 -10,390	-26%	-$234K	0.02%	585
2025 Q3	$901K	Sell	40,170 -204,219	-84%	-$4.52M	0.02%	494
2025 Q2	$5.4M	Buy	244,389 +6,521	+3%	+$142K	0.16%	151
2025 Q1	$5.24M	Buy	237,868 +25,017	+12%	+$544K	0.16%	153
2024 Q4	$4.59M	Buy	212,851 +7,221	+4%	+$158K	0.14%	159
2024 Q3	$4.63M	Buy	205,630 +801	+0.4%	+$17.8K	0.16%	135
2024 Q2	$4.42M	Buy	204,829 +10,752	+6%	+$230K	0.17%	135
2024 Q1	$4.22M	Buy	194,077 +46,275	+31%	+$1M	0.16%	138
2023 Q4	$3.26M	Buy	147,802 +46,304	+46%	+$974K	0.13%	161
2023 Q3	$2.11M	Buy	101,498 +83,356	+459%	+$1.79M	0.1%	189
2023 Q2	$397K	Buy	18,142 +4,852	+37%	+$107K	0.02%	479
2023 Q1	$295K	Buy	13,290 +7,645	+135%	+$169K	0.01%	541
2022 Q4	$122K	Buy	+5,645	New	+$122K	0.01%	701

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's SPMB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 34% in Q1 2026, selling an estimated $230K and leaving 19,575 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #708.

U.S. Capital Wealth Advisors first reported a position in SPMB in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.4M in Q2 2025. 243 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

U.S. Capital Wealth Advisors held 19,575 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $438K as of Q1 2026.
U.S. Capital Wealth Advisors sold 10,205 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $230K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #708 holding.
U.S. Capital Wealth Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2022 and has held it in 14 quarters since.
U.S. Capital Wealth Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $5.4M in Q2 2025.
243 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.