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Blue Trust Inc’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Blue Trust Inc’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
Q2 		$6.13K Buy
+275
New +$6.13K ﹤0.01% 1993
2024
Q4 		– Sell
-3,171
Closed -$68.4K – 2923
2024
Q3 		$68.4K Buy
3,171
+3,091
+3,864% +$68.6K ﹤0.01% 1433
2024
Q2 		$1.74K Hold
80
– – ﹤0.01% 2463
2024
Q1 		$1.74K Buy
+80
New +$1.74K ﹤0.01% 1849

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Blue Trust Inc's SPMB Position: Q2 2026 in Review

Blue Trust Inc opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026: 275 shares worth $6.13K. The stake represents ﹤0.01% of the portfolio and ranks #1993 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in SPMB as recently as Q3 2024.

Blue Trust Inc first reported a position in SPMB in Q1 2024 and has held it in 4 quarters since. The position peaked at $68.4K in Q3 2024. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Blue Trust Inc held 275 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $6.13K as of Q2 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Blue Trust Inc position in Q2 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1993 holding.
  • Blue Trust Inc first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • Blue Trust Inc's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $68.4K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.