Columbus Macro’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Columbus Macro’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	$283K	Sell	12,651 -550	-4%	-$12.4K	0.03%	184
2025 Q4	$296K	Sell	13,201 -906	-6%	-$20.4K	0.03%	180
2025 Q3	$317K	Sell	14,107 -2,402	-15%	-$53.2K	0.04%	176
2025 Q2	$365K	Sell	16,509 -22,939	-58%	-$500K	0.04%	174
2025 Q1	$870K	Sell	39,448 -1,624	-4%	-$35.3K	0.11%	150
2024 Q4	$885K	Buy	41,072 +403	+1%	+$8.82K	0.12%	146
2024 Q3	$901K	Buy	40,669 +996	+3%	+$22.1K	0.33%	104
2024 Q2	$860K	Sell	39,673 -328	-0.8%	-$7.01K	0.33%	103
2024 Q1	$869K	Sell	40,001 -1	-0%	-$22	0.33%	104
2023 Q4	$882K	Buy	+40,002	New	+$841K	0.35%	97

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