Crews Bank & Trust’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Crews Bank & Trust’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	–	Sell	-750	Closed	-$16.8K	–	709
2026 Q1	$16.8K	Hold	750	–	–	﹤0.01%	488
2025 Q4	$16.8K	Sell	750 -900	-55%	-$20.3K	﹤0.01%	479
2025 Q3	$37K	Hold	1,650	–	–	0.01%	402
2025 Q2	$36.5K	Hold	1,650	–	–	0.01%	392
2025 Q1	$36.4K	Sell	1,650 -3,250	-66%	-$70.7K	0.01%	386
2024 Q4	$106K	Buy	+4,900	New	+$107K	0.02%	268

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

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

CIM

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

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Crews Bank & Trust's SPMB Position: Q2 2026 in Review

Crews Bank & Trust sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2026, closing a stake of 750 shares — an estimated $16.8K sold.

Crews Bank & Trust first reported a position in SPMB in Q4 2024 and held it in 6 quarters. The position peaked at $106K in Q4 2024. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Crews Bank & Trust reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2026 after selling out during the quarter.
Crews Bank & Trust sold 750 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $16.8K.
Crews Bank & Trust first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2024 and held it in 6 quarters.
Crews Bank & Trust's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $106K in Q4 2024.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.