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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Congress Wealth Management's SPMB Position: Q2 2025 in Review

Congress Wealth Management reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 1% in Q2 2025, selling an estimated $4.95K and leaving 22,097 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Congress Wealth Management first reported a position in SPMB in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.46M in Q4 2021. 225 funds tracked by Wall St. Rank hold SPMB as of Q2 2025.

Congress Wealth Management held 22,097 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $488K as of Q2 2025.
Congress Wealth Management sold 227 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2025, an estimated $4.95K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #935 holding.
Congress Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2021 and has held it in 13 quarters since.
Congress Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.46M in Q4 2021.
225 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.