CFD
SPMB icon

Creative Financial Designs’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Creative Financial Designs’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
Q2 		$43.4K Buy
1,947
+1
+0.1% +$22 ﹤0.01% 1058
2026
Q1 		$43.6K Sell
1,946
-2,500
-56% -$56.3K ﹤0.01% 941
2025
Q4 		$99.7K Buy
4,446
+2,036
+84% +$45.8K 0.01% 659
2025
Q3 		$54.1K Buy
2,410
+240
+11% +$5.31K ﹤0.01% 825
2025
Q2 		$47.9K Sell
2,170
-11,160
-84% -$243K ﹤0.01% 873
2025
Q1 		$294K Buy
13,330
+6,697
+101% +$146K 0.02% 366
2024
Q4 		$143K Buy
6,633
+4,240
+177% +$92.8K 0.01% 522
2024
Q3 		$53.9K Sell
2,393
-474
-17% -$10.5K ﹤0.01% 765
2024
Q2 		$61.8K Buy
2,867
+825
+40% +$17.6K 0.01% 702
2024
Q1 		$44.4K Sell
2,042
-1,500
-42% -$32.6K ﹤0.01% 760
2023
Q4 		$78.2K Buy
3,542
+2,996
+549% +$63K 0.01% 589
2023
Q3 		$11.3K Buy
546
+1
+0.2% +$21 ﹤0.01% 990
2023
Q2 		$11.9K Buy
545
+45
+9% +$992 ﹤0.01% 966
2023
Q1 		$11.1K Buy
+500
New +$11.1K ﹤0.01% 938
2019
Q4 		– Sell
-93
Closed -$2K – 625
2019
Q3 		$2K Buy
+93
New +$2.44K ﹤0.01% 563

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Financial Designs's SPMB Position: Q2 2026 in Review

Creative Financial Designs increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 0.05% in Q2 2026, buying an estimated $22 and bringing the position to 1,947 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Creative Financial Designs first reported a position in SPMB in Q3 2019 and has held it in 15 quarters since. The position peaked at $294K in Q1 2025. 258 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Creative Financial Designs held 1,947 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $43.4K as of Q2 2026.
  • Creative Financial Designs bought 1 State Street SPDR Portfolio Mortgage Backed Bond ETF share in Q2 2026, an estimated $22.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1058 holding.
  • Creative Financial Designs first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2019 and has held it in 15 quarters since.
  • Creative Financial Designs's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $294K in Q1 2025.
  • 258 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.