EWA LLC’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

EWA LLC’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	$1.96M	Buy	88,003 +5,680	+7%	+$127K	0.36%	42
2026 Q1	$1.84M	Buy	82,323 +17,404	+27%	+$392K	0.42%	37
2025 Q4	$1.46M	Buy	64,919 +9,433	+17%	+$212K	0.36%	44
2025 Q3	$1.25M	Sell	55,486 -5,285	-9%	-$117K	0.34%	41
2025 Q2	$1.34M	Buy	60,771 +11,051	+22%	+$241K	0.42%	36
2025 Q1	$1.1M	Sell	49,720 -828	-2%	-$18K	0.41%	35
2024 Q4	$1.09M	Buy	50,548 +2,001	+4%	+$43.8K	0.41%	31
2024 Q3	$1.05M	Buy	+48,547	New	+$1.08M	0.38%	33

Other funds holding SPMB

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

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return