FFA
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Farther Finance Advisors’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Farther Finance 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
2026
Q1 		$2.9M Buy
129,862
+6,923
+6% +$156K 0.03% 506
2025
Q4 		$2.76M Buy
122,939
+3,902
+3% +$87.8K 0.03% 475
2025
Q3 		$2.67M Sell
119,037
-3,953
-3% -$87.5K 0.04% 356
2025
Q2 		$2.72M Buy
122,990
+13,515
+12% +$295K 0.05% 288
2025
Q1 		$2.42M Buy
109,475
+107,031
+4,379% +$2.33M 0.06% 260
2024
Q4 		$52.7K Sell
2,444
-129
-5% -$2.83K ﹤0.01% 1639
2024
Q3 		$58K Buy
2,573
+882
+52% +$19.6K ﹤0.01% 1572
2024
Q2 		$36.1K Sell
1,691
-9,117
-84% -$195K ﹤0.01% 1545
2024
Q1 		$232K Buy
10,808
+9,863
+1,044% +$214K 0.01% 640
2023
Q4 		$20.9K Buy
945
+573
+154% +$12K ﹤0.01% 1328
2023
Q3 		$7.74K Buy
+372
New +$7.97K ﹤0.01% 1369

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return