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Continuum Advisory’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Continuum Advisory’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
Q1 		– Sell
-64
Closed -$1.38K – 1908
2024
Q4 		$1.38K Hold
64
– – ﹤0.01% 1543
2024
Q3 		$1.39K Sell
64
-41
-39% -$911 ﹤0.01% 1558
2024
Q2 		$2.27K Hold
105
– – ﹤0.01% 1266
2024
Q1 		$2.25K Buy
+105
New +$2.28K ﹤0.01% 1270

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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Continuum Advisory's SPMB Position: Q1 2025 in Review

Continuum Advisory sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2025, closing a stake of 64 shares — an estimated $1.38K sold.

Continuum Advisory first reported a position in SPMB in Q1 2024 and held it in 4 quarters. The position peaked at $2.27K in Q2 2024. 223 funds tracked by Wall St. Rank hold SPMB as of Q1 2025.

  • Continuum Advisory reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 64 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2025, an estimated $1.38K.
  • Continuum Advisory first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2024 and held it in 4 quarters.
  • Continuum Advisory's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $2.27K in Q2 2024.
  • 223 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.