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Capital A Wealth Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Capital A Wealth Management’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
Q2 		$102K Buy
+4,638
New +$101K 1.14% 12

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 $377B 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 $11B AUM 18.22% 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 $432B AUM 30.22% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital A Wealth Management's SPMB Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2025: 4,638 shares worth $102K. The stake represents 1.14% of the portfolio and ranks #12 among its holdings.

225 funds tracked by Wall St. Rank hold SPMB as of Q2 2025.

  • Capital A Wealth Management held 4,638 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $102K as of Q2 2025.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Capital A Wealth Management position in Q2 2025.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 1.14% of Capital A Wealth Management's portfolio in Q2 2025, its #12 holding.
  • 225 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.