Center For Asset Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Center For Asset 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
2026 Q1	$1.14M	Buy	50,874 +4,790	+10%	+$108K	0.57%	49
2025 Q4	$1.03M	Buy	46,084 +215	+0.5%	+$4.84K	0.54%	48
2025 Q3	$1.03M	Buy	45,869 +19,902	+77%	+$440K	0.55%	44
2025 Q2	$560K	Sell	25,967 -16,645	-39%	-$363K	0.35%	59
2025 Q1	$940K	Buy	42,612 +16,482	+63%	+$358K	0.57%	43
2024 Q4	$563K	Sell	26,130 -631	-2%	-$13.8K	0.36%	57
2024 Q3	$603K	Buy	26,761 +4,777	+22%	+$106K	0.36%	62
2024 Q2	$474K	Buy	+21,984	New	+$470K	0.31%	72

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 $10.1B AUM 14.03% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Center For Asset Management's SPMB Position: Q1 2026 in Review

Center For Asset Management increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 10% in Q1 2026, buying an estimated $108K and bringing the position to 50,874 shares worth $1.14M. The position accounts for 0.57% of the portfolio, ranked #49.

Center For Asset Management first reported a position in SPMB in Q2 2024 and has held it in 8 quarters since. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

Center For Asset Management held 50,874 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $1.14M as of Q1 2026.
Center For Asset Management bought 4,790 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $108K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.57% of Center For Asset Management's portfolio in Q1 2026, its #49 holding.
Center For Asset Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2024 and has held it in 8 quarters since.
240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.