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

Creative Planning’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
-19,943
Closed -$430K – 3700
2024
Q4 		$430K Buy
+19,943
New +$437K ﹤0.01% 2365
2024
Q3 		– Sell
-10,723
Closed -$231K – 3300
2024
Q2 		$231K Buy
+10,723
New +$229K ﹤0.01% 2572
2021
Q3 		– Sell
-14,929
Closed -$386K – 2217
2021
Q2 		$386K Buy
+14,929
New +$387K ﹤0.01% 1415

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

Creative Planning's SPMB Position: Q1 2025 in Review

Creative Planning sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2025, closing a stake of 19,943 shares — an estimated $430K sold.

Creative Planning first reported a position in SPMB in Q2 2021 and held it in 3 quarters. The position peaked at $430K in Q4 2024. 223 funds tracked by Wall St. Rank hold SPMB as of Q1 2025.

  • Creative Planning reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 19,943 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2025, an estimated $430K.
  • Creative Planning first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2021 and held it in 3 quarters.
  • Creative Planning's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $430K in Q4 2024.
  • 223 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.