Cerity Partners’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Cerity Partners’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	–	Sell	-21,567	Closed	-$483K	–	3387
2025 Q4	$483K	Sell	21,567 -358	-2%	-$8.06K	﹤0.01%	2130
2025 Q3	$492K	Sell	21,925 -36,496	-62%	-$808K	﹤0.01%	1985
2025 Q2	$1.29M	Sell	58,421 -47,038	-45%	-$1.03M	﹤0.01%	1413
2025 Q1	$2.33M	Sell	105,459 -1,835	-2%	-$39.9K	﹤0.01%	1045
2024 Q4	$2.31M	Buy	+107,294	New	+$2.35M	0.01%	1040

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BEI

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CIM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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 $1.55T AUM 33.47% 1-Year Est. Return

Cerity Partners's SPMB Position: Q1 2026 in Review

Cerity Partners sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2026, closing a stake of 21,567 shares — an estimated $483K sold.

Cerity Partners first reported a position in SPMB in Q4 2024 and held it in 5 quarters. The position peaked at $2.33M in Q1 2025. 243 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

Cerity Partners reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2026 after selling out during the quarter.
Cerity Partners sold 21,567 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $483K.
Cerity Partners first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2024 and held it in 5 quarters.
Cerity Partners's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $2.33M in Q1 2025.
243 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.