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

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

LPL Financial San Diego, California $377B 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return