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Congress Wealth Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Congress Wealth Management’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
Q2 		$488K Sell
22,097
-227
-1% -$4.95K ﹤0.01% 935
2025
Q1 		$492K Buy
22,324
+2
+0% +$43 0.01% 818
2024
Q4 		$481K Buy
22,322
+3,691
+20% +$80.8K 0.01% 650
2024
Q3 		$420K Sell
18,631
-380
-2% -$8.44K 0.01% 664
2024
Q2 		$410K Buy
+19,011
New +$407K 0.01% 561
2023
Q4 		– Sell
-30,221
Closed -$629K – 665
2023
Q3 		$629K Sell
30,221
-99
-0.3% -$2.12K 0.01% 426
2023
Q2 		$664K Sell
30,320
-242
-0.8% -$5.33K 0.02% 380
2023
Q1 		$678K Sell
30,562
-1,948
-6% -$43.1K 0.02% 386
2022
Q4 		$705K Sell
32,510
-6,447
-17% -$139K 0.02% 373
2022
Q3 		$836K Sell
38,957
-305
-0.8% -$6.93K 0.02% 346
2022
Q2 		$897K Buy
39,262
+2,071
+6% +$47.7K 0.02% 343
2022
Q1 		$891K Sell
37,191
-20,363
-35% -$501K 0.02% 368
2021
Q4 		$1.46M Buy
+57,554
New +$1.47M 0.03% 331

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 $376B 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 $10.1B AUM 14.03% 1-Year Est. Return
State Street
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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return