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 Q3	$402K	Sell	19,017 -932	-5%	-$20.4K	0.06%	281
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	–	700
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	–	817
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

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

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Portside Wealth Group Provo, Utah $901M AUM 21.06% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

TS Financial Group (TSFG) Lake Forest, Illinois $434M AUM 15.71% 1-Year Est. Return

VisionPoint Advisory Group's SPMB Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 4.7% in Q3 2026, selling an estimated $20.4K and leaving 19,017 shares worth $402K. The position accounts for 0.06% of the portfolio, ranked #281.

VisionPoint Advisory Group first reported a position in SPMB in Q3 2021 and has held it in 12 quarters since. The position peaked at $500K in Q1 2026. 66 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

VisionPoint Advisory Group held 19,017 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $402K as of Q3 2026.
VisionPoint Advisory Group sold 932 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2026, an estimated $20.4K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.06% of VisionPoint Advisory Group's portfolio in Q3 2026, its #281 holding.
VisionPoint Advisory Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2021 and has held it in 12 quarters since.
VisionPoint Advisory Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $500K in Q1 2026.
66 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.