CI
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CX Institutional’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

CX Institutional’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 		$61M Buy
2,735,565
+62,874
+2% +$1.4M 1.76% 7
2026
Q1 		$59.8M Buy
2,672,691
+21,949
+0.8% +$494K 1.83% 7
2025
Q4 		$59.4M Sell
2,650,742
-12,455
-0.5% -$280K 1.77% 10
2025
Q3 		$59.8M Buy
2,663,197
+427,648
+19% +$9.46M 1.81% 11
2025
Q2 		$49.4M Buy
2,235,549
+413,078
+23% +$9.01M 1.72% 13
2025
Q1 		$40.2M Sell
1,822,471
-143,715
-7% -$3.12M 1.52% 17
2024
Q4 		$42.4M Buy
1,966,186
+635,839
+48% +$13.9M 1.68% 14
2024
Q3 		$30M Buy
1,330,347
+55,154
+4% +$1.22M 1.33% 16
2024
Q2 		$27.5M Sell
1,275,193
-105,606
-8% -$2.26M 1.29% 17
2024
Q1 		$30M Buy
1,380,799
+169,408
+14% +$3.68M 1.44% 14
2023
Q4 		$26.7M Sell
1,211,391
-39,581
-3% -$832K 1.43% 12
2023
Q3 		$26M Buy
1,250,972
+159,086
+15% +$3.41M 1.43% 12
2023
Q2 		$23.9M Sell
1,091,886
-35,150
-3% -$774K 1.24% 11
2023
Q1 		$25M Buy
1,127,036
+96,840
+9% +$2.14M 1.33% 9
2022
Q4 		$22.4M Buy
1,030,196
+85,525
+9% +$1.85M 1.36% 12
2022
Q3 		$20.3M Buy
944,671
+447,051
+90% +$10.2M 1.41% 11
2022
Q2 		$11.4M Sell
497,620
-172,602
-26% -$3.97M 0.86% 24
2022
Q1 		$16.1M Buy
670,222
+206,803
+45% +$5.09M 1.29% 18
2021
Q4 		$11.8M Buy
+463,419
New +$11.8M 0.94% 22

Other funds holding SPMB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return