Clearwater Capital Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Clearwater Capital Advisors’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	$5.29M	Sell	236,435 -97,592	-29%	-$2.2M	0.43%	37
2025 Q4	$7.49M	Sell	334,027 -237,908	-42%	-$5.35M	0.62%	36
2025 Q3	$12.8M	Sell	571,935 -1,624	-0.3%	-$35.9K	1.09%	25
2025 Q2	$12.7M	Sell	573,559 -26,960	-4%	-$588K	1.16%	22
2025 Q1	$13.2M	Sell	600,519 -17,942	-3%	-$390K	1.28%	18
2024 Q4	$13.3M	Buy	618,461 +5,025	+0.8%	+$110K	1.3%	20
2024 Q3	$13.8M	Sell	613,436 -26,814	-4%	-$596K	1.35%	18
2024 Q2	$13.8M	Sell	640,250 -14,622	-2%	-$313K	1.46%	17
2024 Q1	$14.2M	Sell	654,872 -9,077	-1%	-$197K	1.52%	17
2023 Q4	$14.7M	Buy	+663,949	New	+$14M	1.64%	17

Other funds holding SPMB

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Bank of America

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