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

Cobblestone 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
2025
Q3 		$2.1M Buy
93,645
+3,495
+4% +$77.3K 0.1% 88
2025
Q2 		$1.99M Buy
90,150
+9,630
+12% +$210K 0.1% 86
2025
Q1 		$1.78M Sell
80,520
-10,790
-12% -$235K 0.1% 89
2024
Q4 		$1.97M Buy
91,310
+15,645
+21% +$343K 0.11% 82
2024
Q3 		$1.7M Sell
75,665
-2,245
-3% -$49.9K 0.1% 94
2024
Q2 		$1.68M Buy
+77,910
New +$1.67M 0.1% 91

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cobblestone Capital Advisors's SPMB Position: Q3 2025 in Review

Cobblestone Capital Advisors increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 3.9% in Q3 2025, buying an estimated $77.3K and bringing the position to 93,645 shares worth $2.1M. The position accounts for 0.1% of the portfolio, ranked #88.

Cobblestone Capital Advisors first reported a position in SPMB in Q2 2024 and has held it in 6 quarters since. 227 funds tracked by Wall St. Rank hold SPMB as of Q3 2025.

  • Cobblestone Capital Advisors held 93,645 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $2.1M as of Q3 2025.
  • Cobblestone Capital Advisors bought 3,495 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2025, an estimated $77.3K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.1% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #88 holding.
  • Cobblestone Capital Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2024 and has held it in 6 quarters since.
  • 227 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.