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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
Q3 		$37.9M Sell
1,791,424
-944,141
-35% -$20.7M 1.03% 17
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 $5.97B AUM 5.11% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

CX Institutional's SPMB Position: Q3 2026 in Review

CX Institutional reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 35% in Q3 2026, selling an estimated $20.7M and leaving 1,791,424 shares worth $37.9M. The position accounts for 1.03% of the portfolio, ranked #17.

CX Institutional first reported a position in SPMB in Q4 2021 and has held it in 20 quarters since. The position peaked at $61M in Q2 2026. 18 funds tracked by Wall St. Rank hold SPMB as of Q3 2026.

  • CX Institutional held 1,791,424 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $37.9M as of Q3 2026.
  • CX Institutional sold 944,141 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2026, an estimated $20.7M.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 1.03% of CX Institutional's portfolio in Q3 2026, its #17 holding.
  • CX Institutional first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • CX Institutional's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $61M in Q2 2026.
  • 18 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.