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Atria Investments’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Atria Investments’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 		$842K Buy
37,614
+532
+1% +$12K 0.01% 1156
2025
Q4 		$831K Buy
37,082
+166
+0.4% +$3.74K 0.01% 1169
2025
Q3 		$828K Sell
36,916
-84,176
-70% -$1.86M 0.01% 1148
2025
Q2 		$2.68M Sell
121,092
-18,335
-13% -$400K 0.03% 609
2025
Q1 		$3.07M Buy
139,427
+51,522
+59% +$1.12M 0.04% 539
2024
Q4 		$1.89M Buy
87,905
+49,355
+128% +$1.08M 0.02% 697
2024
Q3 		$869K Sell
38,550
-3,702
-9% -$82.2K 0.01% 1042
2024
Q2 		$911K Buy
+42,252
New +$903K 0.01% 983
2017
Q1 		– Sell
-13,400
Closed -$352K – 717
2016
Q4 		$352K Buy
13,400
+645
+5% +$17.2K 0.03% 422
2016
Q3 		$347K Sell
12,755
-776
-6% -$21.1K 0.03% 375
2016
Q2 		$367K Buy
13,531
+3,686
+37% +$99.9K 0.04% 328
2016
Q1 		$268K Buy
+9,845
New +$266K 0.03% 370

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