Bell Investment Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$903K	Sell	40,318 -2,579	-6%	-$58.1K	0.14%	61
2025 Q4	$962K	Sell	42,897 -1,020	-2%	-$23K	0.15%	58
2025 Q3	$986K	Sell	43,917 -2,636	-6%	-$58.3K	0.16%	55
2025 Q2	$1.03M	Sell	46,553 -1,804	-4%	-$39.3K	0.18%	55
2025 Q1	$1.07M	Sell	48,357 -3,302	-6%	-$71.8K	0.2%	48
2024 Q4	$1.11M	Sell	51,659 -940	-2%	-$20.6K	0.21%	48
2024 Q3	$1.19M	Sell	52,599 -958	-2%	-$21.3K	0.22%	48
2024 Q2	$1.16M	Sell	53,557 -297	-0.6%	-$6.35K	0.23%	49
2024 Q1	$1.17M	Sell	53,854 -2,091	-4%	-$45.4K	0.23%	48
2023 Q4	$1.23M	Sell	55,945 -976	-2%	-$20.5K	0.25%	46
2023 Q3	$1.18M	Sell	56,921 -2,252	-4%	-$48.3K	0.27%	41
2023 Q2	$1.3M	Sell	59,173 -141	-0.2%	-$3.11K	0.29%	38
2023 Q1	$1.32M	Sell	59,314 -2,432	-4%	-$53.8K	0.31%	36
2022 Q4	$1.34M	Sell	61,746 -1,810	-3%	-$39K	0.33%	36
2022 Q3	$1.36M	Sell	63,556 -5,323	-8%	-$121K	0.42%	33
2022 Q2	$1.57M	Buy	+68,879	New	+$1.59M	0.48%	31
2021 Q4	$2.04M	Sell	80,393 -25,514	-24%	-$650K	0.56%	28
2021 Q3	$2.72M	Buy	+105,907	New	+$2.74M	0.81%	25