AWM
SPMB icon

Apollon Wealth Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Apollon Wealth Management’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
Q1 		$217K Hold
9,702
– – ﹤0.01% 1276
2025
Q4 		$217K Sell
9,702
-1,178
-11% -$26.5K ﹤0.01% 1196
2025
Q3 		$244K Sell
10,880
-8,425
-44% -$186K ﹤0.01% 1133
2025
Q2 		$427K Buy
19,305
+141
+0.7% +$3.07K 0.01% 858
2025
Q1 		$423K Buy
19,164
+380
+2% +$8.26K 0.01% 820
2024
Q4 		$405K Sell
18,784
-2,146
-10% -$47K 0.01% 830
2024
Q3 		$472K Sell
20,930
-1,593
-7% -$35.4K 0.01% 742
2024
Q2 		$486K Sell
22,523
-1,866
-8% -$39.9K 0.01% 692
2024
Q1 		$530K Buy
24,389
+2,676
+12% +$58.1K 0.02% 678
2023
Q4 		$479K Buy
21,713
+6,996
+48% +$147K 0.02% 671
2023
Q3 		$306K Sell
14,717
-483
-3% -$10.3K 0.02% 693
2023
Q2 		$333K Sell
15,200
-3,663
-19% -$80.7K 0.02% 717
2023
Q1 		$418K Sell
18,863
-666
-3% -$14.7K 0.03% 585
2022
Q4 		$424K Buy
+19,529
New +$421K 0.03% 561

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
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
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CI
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return