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Wealthcare Advisory Partners’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Wealthcare Advisory Partners’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 		$607K Sell
27,225
-695
-2% -$15.5K 0.01% 656
2026
Q1 		$625K Buy
27,920
+447
+2% +$10.1K 0.01% 636
2025
Q4 		$616K Buy
27,473
+4,991
+22% +$112K 0.01% 630
2025
Q3 		$504K Buy
22,482
+7,256
+48% +$161K 0.01% 677
2025
Q2 		$336K Buy
15,226
+34
+0.2% +$741 0.01% 755
2025
Q1 		$335K Buy
15,192
+738
+5% +$16K 0.01% 705
2024
Q4 		$311K Buy
14,454
+545
+4% +$11.9K 0.01% 700
2024
Q3 		$313K Buy
13,909
+12
+0.1% +$267 0.01% 705
2024
Q2 		$300K Sell
13,897
-5,051
-27% -$108K 0.01% 681
2024
Q1 		$412K Buy
18,948
+3,877
+26% +$84.1K 0.01% 576
2023
Q4 		$333K Sell
15,071
-4,680
-24% -$98.4K 0.01% 578
2023
Q3 		$411K Sell
19,751
-2,450
-11% -$52.5K 0.02% 475
2023
Q2 		$486K Sell
22,201
-30,790
-58% -$678K 0.02% 453
2023
Q1 		$1.18M Buy
52,991
+1,583
+3% +$35K 0.05% 262
2022
Q4 		$1.12M Buy
51,408
+10,303
+25% +$222K 0.05% 260
2022
Q3 		$882K Buy
41,105
+24,919
+154% +$566K 0.05% 254
2022
Q2 		$370K Buy
+16,186
New +$373K 0.02% 384
2021
Q4 		– Sell
-334,986
Closed -$8.62M – 611
2021
Q3 		$8.62M Buy
334,986
+41,467
+14% +$1.07M 0.56% 33
2021
Q2 		$7.59M Buy
293,519
+48,915
+20% +$1.27M 0.51% 35
2021
Q1 		$6.34M Buy
244,604
+112,259
+85% +$2.95M 0.46% 33
2020
Q4 		$3.5M Buy
132,345
+53,248
+67% +$1.41M 0.31% 44
2020
Q3 		$2.11M Buy
+79,097
New +$2.11M 0.23% 58

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