Checchi Capital Advisers’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Checchi Capital Advisers’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	$5M	Sell	223,175 -69,951	-24%	-$1.57M	0.25%	72
2025 Q4	$6.57M	Sell	293,126 -3,006	-1%	-$67.7K	0.34%	58
2025 Q3	$6.65M	Sell	296,132 -1,725	-0.6%	-$38.2K	0.35%	60
2025 Q2	$6.58M	Sell	297,857 -22,552	-7%	-$492K	0.37%	64
2025 Q1	$7.07M	Sell	320,409 -317	-0.1%	-$6.89K	0.37%	56
2024 Q4	$6.91M	Sell	320,726 -25,150	-7%	-$551K	0.4%	58
2024 Q3	$7.79M	Buy	345,876 +45,169	+15%	+$1M	0.44%	49
2024 Q2	$6.49M	Sell	300,707 -35,034	-10%	-$749K	0.33%	56
2024 Q1	$7.29M	Buy	335,741 +3,774	+1%	+$81.9K	0.57%	53
2023 Q4	$7.33M	Buy	331,967 +99,938	+43%	+$2.1M	0.59%	48
2023 Q3	$4.83M	Buy	+232,029	New	+$4.97M	0.45%	56
2023 Q2	–	Sell	-12,610	Closed	-$280K	–	598
2023 Q1	$280K	Hold	12,610	–	–	0.03%	437
2022 Q4	$274K	Sell	12,610 -511	-4%	-$11K	0.03%	418
2022 Q3	$281K	Sell	13,121 -379,031	-97%	-$8.61M	0.03%	408
2022 Q2	$9.22M	Buy	392,152 +236,740	+152%	+$5.45M	0.8%	30
2022 Q1	$3.72M	Sell	155,412 -4,173	-3%	-$103K	0.32%	59
2021 Q4	$4.05M	Sell	159,585 -31,051	-16%	-$792K	0.36%	58
2021 Q3	$4.9M	Sell	190,636 -363	-0.2%	-$9.38K	0.49%	41
2021 Q2	$4.94M	Sell	190,999 -2,755	-1%	-$71.4K	0.49%	38
2021 Q1	$5.02M	Sell	193,754 -10,624	-5%	-$279K	0.5%	36
2020 Q4	$5.4M	Sell	204,378 -20,526	-9%	-$544K	0.56%	25
2020 Q3	$5.99M	Sell	224,904 -1,315	-0.6%	-$35.1K	0.66%	18
2020 Q2	$6.06M	Sell	226,219 -2,638	-1%	-$70.7K	0.72%	13
2020 Q1	$6.11M	Buy	228,857 +20,266	+10%	+$533K	0.58%	13
2019 Q4	$5.45M	Sell	208,591 -21,789	-9%	-$571K	0.73%	18
2019 Q3	$6.05M	Sell	230,380 -417	-0.2%	-$10.9K	0.79%	17
2019 Q2	$6.03M	Sell	230,797 -58	-0%	-$1.5K	0.77%	17
2019 Q1	$5.96M	Sell	230,855 -236	-0.1%	-$6.03K	0.7%	15
2018 Q4	$5.87M	Buy	231,091 +161,794	+233%	+$4.05M	0.76%	16
2018 Q3	$1.75M	Buy	69,297 +13,439	+24%	+$340K	0.2%	72
2018 Q2	$1.42M	Sell	55,858 -779	-1%	-$19.7K	0.18%	77
2018 Q1	$1.45M	Buy	56,637 +15,236	+37%	+$390K	0.19%	75
2017 Q4	$1.08M	Buy	41,401 +18,026	+77%	+$471K	0.14%	94
2017 Q3	$615K	Hold	23,375	–	–	0.06%	144
2017 Q2	$615K	Hold	23,375	–	–	0.07%	147
2017 Q1	$615K	Sell	23,375 -379	-2%	-$9.95K	0.07%	144
2016 Q4	$624K	Buy	23,754 +11,144	+88%	+$297K	0.08%	138
2016 Q3	$343K	Hold	12,610	–	–	0.04%	228
2016 Q2	$343K	Hold	12,610	–	–	0.04%	218
2016 Q1	$343K	Sell	12,610 -1,739	-12%	-$47K	0.08%	213
2015 Q4	$385K	Hold	14,349	–	–	0.1%	183
2015 Q3	$389K	Hold	14,349	–	–	0.11%	168
2015 Q2	$385K	Hold	14,349	–	–	0.1%	184
2015 Q1	$394K	Hold	14,349	–	–	0.12%	167
2014 Q4	$390K	Hold	14,349	–	–	0.15%	152
2014 Q3	$390K	Hold	14,349	–	–	0.16%	124
2014 Q2	$393K	Sell	14,349 -2,675	-16%	-$72.6K	0.18%	106
2014 Q1	$458K	Hold	17,024	–	–	0.28%	76
2013 Q4	$452K	Buy	+17,024	New	+$456K	0.35%	61

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

Checchi Capital Advisers's SPMB Position: Q1 2026 in Review

Checchi Capital Advisers reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 24% in Q1 2026, selling an estimated $1.57M and leaving 223,175 shares worth $5M. The position accounts for 0.25% of the portfolio, ranked #72.

Checchi Capital Advisers first reported a position in SPMB in Q4 2013 and has held it in 49 quarters since. The position peaked at $9.22M in Q2 2022. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

Checchi Capital Advisers held 223,175 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $5M as of Q1 2026.
Checchi Capital Advisers sold 69,951 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $1.57M.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.25% of Checchi Capital Advisers's portfolio in Q1 2026, its #72 holding.
Checchi Capital Advisers first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2013 and has held it in 49 quarters since.
Checchi Capital Advisers's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $9.22M in Q2 2022.
240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.