West Wealth Group’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

West Wealth 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	$226K	Sell	10,695 -164,791	-94%	-$3.61M	0.04%	134
2026 Q2	$3.92M	Buy	175,486 +16,765	+11%	+$374K	0.64%	23
2026 Q1	$3.55M	Buy	158,721 +10,340	+7%	+$233K	0.7%	23
2025 Q4	$3.33M	Buy	148,381 +7,435	+5%	+$167K	0.69%	23
2025 Q3	$3.18M	Buy	140,946 +10,809	+8%	+$239K	0.72%	23
2025 Q2	$2.88M	Sell	130,137 -1,895	-1%	-$41.3K	0.72%	25
2025 Q1	$2.92M	Sell	132,032 -30,627	-19%	-$666K	0.86%	22
2024 Q4	$3.51M	Buy	162,659 +14,302	+10%	+$313K	1.05%	16
2024 Q3	$3.34M	Buy	+148,357	New	+$3.29M	1.08%	14

Other funds holding SPMB

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FLA

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

TBF

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

Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

BCM

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

West Wealth Group's SPMB Position: Q3 2026 in Review

West Wealth Group reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 94% in Q3 2026, selling an estimated $3.61M and leaving 10,695 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #134.

West Wealth Group first reported a position in SPMB in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.92M in Q2 2026. 40 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

West Wealth Group held 10,695 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $226K as of Q3 2026.
West Wealth Group sold 164,791 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2026, an estimated $3.61M.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.04% of West Wealth Group's portfolio in Q3 2026, its #134 holding.
West Wealth Group first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2024 and has held it in 9 quarters since.
West Wealth Group's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $3.92M in Q2 2026.
40 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.