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Dynamic Advisor Solutions’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Dynamic Advisor Solutions’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 		$2.7M Sell
120,865
-1,590
-1% -$35.5K 0.08% 259
2026
Q1 		$2.74M Buy
122,455
+1,391
+1% +$31.3K 0.09% 246
2025
Q4 		$2.71M Buy
121,064
+5,478
+5% +$123K 0.09% 240
2025
Q3 		$2.59M Sell
115,586
-1,541
-1% -$34.1K 0.08% 264
2025
Q2 		$2.59M Sell
117,127
-2,769
-2% -$60.4K 0.08% 249
2025
Q1 		$2.64M Buy
119,896
+5,621
+5% +$122K 0.09% 235
2024
Q4 		$2.46M Sell
114,275
-3,719
-3% -$81.4K 0.11% 182
2024
Q3 		$2.66M Sell
117,994
-7,902
-6% -$175K 0.08% 255
2024
Q2 		$2.72M Sell
125,896
-5,806
-4% -$124K 0.09% 257
2024
Q1 		$2.86M Buy
131,702
+589
+0.4% +$12.8K 0.1% 249
2023
Q4 		$2.86M Buy
+131,113
New +$2.76M 0.11% 234

Other funds holding SPMB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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
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