Blue Trust Inc’s State Street SPDR Portfolio Mortgage Backed Bond Index 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 Q3	–	Sell	-275	Closed	-$6.13K	–	2749
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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Leicht Financial Planning & Wealth Management Parsippany, New Jersey $242M AUM 9.31% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Blue Trust Inc's SPMB Position: Q3 2026 in Review

Blue Trust Inc sold out of State Street SPDR Portfolio Mortgage Backed Bond Index ETF (SPMB) in Q3 2026, closing a stake of 275 shares — an estimated $6.13K sold.

Blue Trust Inc first reported a position in SPMB in Q1 2024 and held it in 4 quarters. The position peaked at $68.4K in Q3 2024. 127 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

Blue Trust Inc reported no remaining State Street SPDR Portfolio Mortgage Backed Bond Index ETF position as of Q3 2026 after selling out during the quarter.
Blue Trust Inc sold 275 State Street SPDR Portfolio Mortgage Backed Bond Index ETF shares in Q3 2026, an estimated $6.13K.
Blue Trust Inc first reported a position in State Street SPDR Portfolio Mortgage Backed Bond Index ETF in Q1 2024 and held it in 4 quarters.
Blue Trust Inc's State Street SPDR Portfolio Mortgage Backed Bond Index ETF position peaked at $68.4K in Q3 2024.
127 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond Index ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.