BOLTON SECURITIES CORPORATION’s State Street SPDR Portfolio Mortgage Backed Bond Index ETF SPMB Stock Holding History

BOLTON SECURITIES CORPORATION’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	$234K	Sell	11,049 -275	-2%	-$6.02K	0.01%	840
2026 Q2	$253K	Buy	11,324 +177	+2%	+$3.95K	0.01%	829
2026 Q1	$250K	Buy	+11,147	New	+$251K	0.01%	749
2025 Q3	$15.1K	Buy	+672	New	+$14.9K	﹤0.01%	1454
2025 Q1	$24.4K	Buy	+1,107	New	+$24.1K	﹤0.01%	1234

Other funds holding SPMB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

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

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Compton Financial Group Towson, Maryland $519M AUM 6.77% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SPMB Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its State Street SPDR Portfolio Mortgage Backed Bond Index ETF (SPMB) stake by 2.4% in Q3 2026, selling an estimated $6.02K and leaving 11,049 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #840.

BOLTON SECURITIES CORPORATION first reported a position in SPMB in Q1 2025 and has held it in 5 quarters since. The position peaked at $253K in Q2 2026. 180 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

BOLTON SECURITIES CORPORATION held 11,049 shares of State Street SPDR Portfolio Mortgage Backed Bond Index ETF worth $234K as of Q3 2026.
BOLTON SECURITIES CORPORATION sold 275 State Street SPDR Portfolio Mortgage Backed Bond Index ETF shares in Q3 2026, an estimated $6.02K.
State Street SPDR Portfolio Mortgage Backed Bond Index ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #840 holding.
BOLTON SECURITIES CORPORATION first reported a position in State Street SPDR Portfolio Mortgage Backed Bond Index ETF in Q1 2025 and has held it in 5 quarters since.
BOLTON SECURITIES CORPORATION's State Street SPDR Portfolio Mortgage Backed Bond Index ETF position peaked at $253K in Q2 2026.
180 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond Index ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.