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Exchange Capital Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Exchange Capital Management’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
-22,806
Closed -$503K – 211
2025
Q1 		$503K Sell
22,806
-22,678
-50% -$493K 0.08% 160
2024
Q4 		$980K Sell
45,484
-7,433
-14% -$163K 0.16% 122
2024
Q3 		$1.19M Sell
52,917
-9,330
-15% -$207K 0.19% 119
2024
Q2 		$1.34M Sell
62,247
-500
-0.8% -$10.7K 0.22% 108
2024
Q1 		$1.36M Sell
62,747
-165
-0.3% -$3.58K 0.22% 106
2023
Q4 		$1.39M Sell
62,912
-1,035
-2% -$21.8K 0.25% 97
2023
Q3 		$1.33M Sell
63,947
-3,830
-6% -$82.1K 0.25% 98
2023
Q2 		$1.48M Sell
67,777
-2,315
-3% -$51K 0.28% 92
2023
Q1 		$1.55M Sell
70,092
-8,210
-10% -$181K 0.32% 90
2022
Q4 		$1.7M Sell
78,302
-9,272
-11% -$200K 0.37% 82
2022
Q3 		$1.88M Sell
87,574
-3,195
-4% -$72.6K 0.44% 74
2022
Q2 		$2.07M Sell
90,769
-17,905
-16% -$412K 0.45% 75
2022
Q1 		$2.6M Sell
108,674
-11,207
-9% -$276K 0.49% 69
2021
Q4 		$3.04M Sell
119,881
-3,203
-3% -$81.7K 0.55% 60
2021
Q3 		$3.17M Buy
123,084
+38,749
+46% +$1M 0.61% 56
2021
Q2 		$2.18M Buy
84,335
+12,092
+17% +$313K 0.42% 74
2021
Q1 		$1.87M Buy
72,243
+3,851
+6% +$101K 0.39% 81
2020
Q4 		$1.81M Buy
68,392
+10,081
+17% +$267K 0.4% 76
2020
Q3 		$1.55M Buy
58,311
+12,118
+26% +$323K 0.39% 75
2020
Q2 		$1.24M Buy
+46,193
New +$1.24M 0.34% 82

Other funds holding SPMB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Exchange Capital Management's SPMB Position: Q2 2025 in Review

Exchange Capital Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2025, closing a stake of 22,806 shares — an estimated $503K sold.

Exchange Capital Management first reported a position in SPMB in Q2 2020 and held it in 20 quarters. The position peaked at $3.17M in Q3 2021. 225 funds tracked by Wall St. Rank hold SPMB as of Q2 2025.

  • Exchange Capital Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Exchange Capital Management sold 22,806 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2025, an estimated $503K.
  • Exchange Capital Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2020 and held it in 20 quarters.
  • Exchange Capital Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $3.17M in Q3 2021.
  • 225 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.