Acorn Wealth Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Acorn Wealth Advisors’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
2025 Q3	–	Sell	-9,797	Closed	-$217K	–	288
2025 Q2	$217K	Hold	9,797	–	–	0.08%	231
2025 Q1	$216K	Hold	9,797	–	–	0.09%	222
2024 Q4	$211K	Hold	9,797	–	–	0.09%	225
2024 Q3	$221K	Hold	9,797	–	–	0.09%	208
2024 Q2	$211K	Hold	9,797	–	–	0.1%	192
2024 Q1	$213K	Hold	9,797	–	–	0.11%	192
2023 Q4	$216K	Sell	9,797 -231	-2%	-$4.86K	0.13%	174
2023 Q3	$209K	Buy	+10,028	New	+$215K	0.14%	171

Other funds holding SPMB

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return