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 Q3	$585K	Buy	27,676 +451	+2%	+$9.9K	0.01%	701
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

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

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Wealthcare Advisory Partners's SPMB Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 1.7% in Q3 2026, buying an estimated $9.9K and bringing the position to 27,676 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #701.

Wealthcare Advisory Partners first reported a position in SPMB in Q3 2020 and has held it in 23 quarters since. The position peaked at $8.62M in Q3 2021. 62 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

Wealthcare Advisory Partners held 27,676 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $585K as of Q3 2026.
Wealthcare Advisory Partners bought 451 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2026, an estimated $9.9K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #701 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2020 and has held it in 23 quarters since.
Wealthcare Advisory Partners's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $8.62M in Q3 2021.
62 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.