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

CAPTRUST Financial Advisors’s Portfolio SPMB Stock Details SPMB Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
2025
Q2 		$353K Buy
2025
Q1 		$306K Buy
2022
Q3 		– Sell
2022
Q2 		$33K Buy
2022
Q1 		$8K Buy
2021
Q4 		$1K Sell
2021
Q3 		$38K Buy
2021
Q2 		$1K Buy