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

Bristlecone Advisors’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
2025 Q3	$1.01M	Buy	+44,967	New	+$995K	0.08%	129

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Bristlecone Advisors's SPMB Position: Q3 2025 in Review

Bristlecone Advisors opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2025: 44,967 shares worth $1.01M. The stake represents 0.08% of the portfolio and ranks #129 among its holdings.

227 funds tracked by Wall St. Rank hold SPMB as of Q3 2025.

Bristlecone Advisors held 44,967 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $1.01M as of Q3 2025.
State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Bristlecone Advisors position in Q3 2025.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.08% of Bristlecone Advisors's portfolio in Q3 2025, its #129 holding.
227 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.