VAG
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VisionPoint Advisory Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

VisionPoint Advisory Group’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 		$445K Sell
19,949
-2,375
-11% -$53K 0.07% 274
2026
Q1 		$500K Buy
22,324
+6,652
+42% +$150K 0.09% 220
2025
Q4 		$351K Buy
15,672
+3,603
+30% +$81.1K 0.07% 272
2025
Q3 		$271K Buy
+12,069
New +$267K 0.05% 314
2024
Q3 		– Sell
-888
Closed -$19.2K – 704
2024
Q2 		$19.2K Hold
888
– – 0.01% 391
2024
Q1 		$19.3K Hold
888
– – 0.01% 382
2023
Q4 		$19.6K Buy
+888
New +$18.7K 0.01% 355
2023
Q3 		– Sell
-888
Closed -$19.5K – 819
2023
Q2 		$19.5K Buy
+888
New +$19.6K 0.01% 284
2022
Q2 		– Sell
-13,655
Closed -$316K – 119
2022
Q1 		$316K Sell
13,655
-526
-4% -$12.9K 0.15% 66
2021
Q4 		$351K Sell
14,181
-879
-6% -$22.4K 0.15% 72
2021
Q3 		$386K Buy
+15,060
New +$389K 0.17% 73

Other funds holding SPMB

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
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return