Advisor Resource Council’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-99,404	Closed	-$2.19M	–	526
2025 Q1	$2.19M	Buy	+99,404	New	+$2.16M	0.18%	144
2024 Q1	–	Sell	-84,963	Closed	-$1.88M	–	481
2023 Q4	$1.88M	Buy	+84,963	New	+$1.79M	0.22%	114
2022 Q3	–	Sell	-94,650	Closed	-$2.16M	–	449
2022 Q2	$2.16M	Buy	+94,650	New	+$2.18M	0.2%	110
2022 Q1	–	Sell	-75,123	Closed	-$1.91M	–	490
2021 Q4	$1.91M	Buy	+75,123	New	+$1.92M	0.15%	149
2021 Q3	–	Sell	-72,657	Closed	-$1.88M	–	451
2021 Q2	$1.88M	Buy	+72,657	New	+$1.88M	0.2%	115

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisor Resource Council's SPMB Position: Q2 2025 in Review

Advisor Resource Council sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2025, closing a stake of 99,404 shares — an estimated $2.19M sold.

Advisor Resource Council first reported a position in SPMB in Q2 2021 and held it in 5 quarters. The position peaked at $2.19M in Q1 2025. 225 funds tracked by Wall St. Rank hold SPMB as of Q2 2025.

Advisor Resource Council reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 99,404 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2025, an estimated $2.19M.
Advisor Resource Council first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $2.19M in Q1 2025.
225 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.