EP Wealth Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

EP Wealth Advisors’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 Q2	–	Sell	-5,067	Closed	-$112K	–	1468
2025 Q1	$112K	Sell	5,067 -1,938	-28%	-$42.1K	﹤0.01%	1233
2024 Q4	$151K	Buy	+7,005	New	+$153K	﹤0.01%	1145
2024 Q2	–	Sell	-6,243	Closed	-$136K	–	886
2024 Q1	$136K	Buy	+6,243	New	+$135K	﹤0.01%	776

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EP Wealth Advisors's SPMB Position: Q2 2025 in Review

EP Wealth Advisors sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2025, closing a stake of 5,067 shares — an estimated $112K sold.

EP Wealth Advisors first reported a position in SPMB in Q1 2024 and held it in 3 quarters. The position peaked at $151K in Q4 2024. 225 funds tracked by Wall St. Rank hold SPMB as of Q2 2025.

EP Wealth Advisors reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2025 after selling out during the quarter.
EP Wealth Advisors sold 5,067 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2025, an estimated $112K.
EP Wealth Advisors first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2024 and held it in 3 quarters.
EP Wealth Advisors's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $151K in Q4 2024.
225 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.