Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Wealth Enhancement Advisory Services’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 		$837K Sell
39,567
-8,778
-18% -$192K ﹤0.01% 2330
2026
Q2 		$1.07M Buy
48,345
+3,945
+9% +$88K ﹤0.01% 2024
2026
Q1 		$994K Sell
44,400
-15,806
-26% -$356K ﹤0.01% 1803
2025
Q4 		$1.35M Sell
60,206
-17,992
-23% -$405K ﹤0.01% 1768
2025
Q3 		$1.75M Buy
78,198
+10,881
+16% +$241K ﹤0.01% 1524
2025
Q2 		$1.47M Sell
67,317
-32,840
-33% -$716K ﹤0.01% 1519
2025
Q1 		$2.21M Buy
100,157
+1,989
+2% +$43.2K ﹤0.01% 1197
2024
Q4 		$2.12M Buy
98,168
+43,718
+80% +$957K ﹤0.01% 1159
2024
Q3 		$1.23M Buy
54,450
+12,405
+30% +$276K ﹤0.01% 1292
2024
Q2 		$907K Buy
42,045
+9,359
+29% +$200K ﹤0.01% 1325
2024
Q1 		$710K Sell
32,686
-19,019
-37% -$413K ﹤0.01% 1391
2023
Q4 		$1.14M Sell
51,705
-17,696
-25% -$372K ﹤0.01% 1117
2023
Q3 		$1.44M Buy
69,401
+41,116
+145% +$881K ﹤0.01% 970
2023
Q2 		$620K Sell
28,285
-559,584
-95% -$12.3M 0.01% 325
2023
Q1 		$13M Sell
587,869
-4,869,975
-89% -$108M 0.15% 72
2022
Q4 		$122M Sell
5,457,844
-472,667
-8% -$10.2M 1.57% 14
2022
Q3 		$126M Buy
5,930,511
+531,351
+10% +$12.1M 1.81% 14
2022
Q2 		$123M Buy
5,399,160
+673,019
+14% +$15.5M 1.71% 13
2022
Q1 		$113M Sell
4,726,141
-93,217
-2% -$2.29M 1.52% 14
2021
Q4 		$120M Buy
4,819,358
+310,137
+7% +$7.91M 1.72% 13
2021
Q3 		$115M Buy
4,509,221
+1,450,663
+47% +$37.5M 1.7% 14
2021
Q2 		$79.1M Buy
3,058,558
+138,018
+5% +$3.58M 1.28% 17
2021
Q1 		$75.8M Buy
2,920,540
+371,902
+15% +$9.8M 1.38% 16
2020
Q4 		$67.3M Buy
2,548,638
+275,456
+12% +$7.3M 1.52% 15
2020
Q3 		$60.4M Buy
2,273,182
+439,315
+24% +$11.7M 1.58% 15
2020
Q2 		$49M Buy
1,833,867
+385,927
+27% +$10.3M 1.41% 15
2020
Q1 		$38.8M Buy
1,447,940
+281,606
+24% +$7.4M 1.38% 15
2019
Q4 		$30.5M Buy
1,166,334
+107,896
+10% +$2.83M 1.07% 21
2019
Q3 		$27.7M Buy
1,058,438
+69,040
+7% +$1.81M 1.12% 21
2019
Q2 		$25.8M Buy
989,398
+243,725
+33% +$6.3M 1.14% 21
2019
Q1 		$19.1M Buy
+745,673
New +$19.1M 1.08% 19

Other funds holding SPMB

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Financial Life Advisors
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
True Blue Financial
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
Portside Wealth Group
Portside Wealth Group Provo, Utah $901M AUM 21.06% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Boltwood Capital Management
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's SPMB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 18% in Q3 2026, selling an estimated $192K and leaving 39,567 shares worth $837K. The position accounts for ﹤0.01% of the portfolio, ranked #2330.

Wealth Enhancement Advisory Services first reported a position in SPMB in Q1 2019 and has held it in 31 quarters since. The position peaked at $126M in Q3 2022. 58 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

  • Wealth Enhancement Advisory Services held 39,567 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $837K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 8,778 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2026, an estimated $192K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2330 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2019 and has held it in 31 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $126M in Q3 2022.
  • 58 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.