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Financial Advocates Investment Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Financial Advocates Investment 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
-47,278
Closed -$1.04M – 759
2025
Q1 		$1.04M Buy
47,278
+4,450
+10% +$96.8K 0.07% 267
2024
Q4 		$923K Buy
42,828
+627
+1% +$13.7K 0.05% 318
2024
Q3 		$1.02M Buy
42,201
+4,765
+13% +$106K 0.06% 303
2024
Q2 		$808K Buy
37,436
+495
+1% +$10.6K 0.05% 336
2024
Q1 		$876K Sell
36,941
-12,326
-25% -$268K 0.05% 332
2023
Q4 		$1.18M Buy
49,267
+3,446
+8% +$72.5K 0.08% 255
2023
Q3 		$968K Buy
45,821
+8,726
+24% +$187K 0.07% 276
2023
Q2 		$813K Buy
37,095
+27,664
+293% +$610K 0.06% 305
2023
Q1 		$209K Buy
+9,431
New +$208K 0.02% 672
2021
Q2 		– Sell
-17,854
Closed -$463K – 830
2021
Q1 		$463K Sell
17,854
-364,628
-95% -$9.57M 0.03% 500
2020
Q4 		$10.1M Buy
+382,482
New +$10.1M 0.69% 28

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 $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $4.08B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Advocates Investment Management's SPMB Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2025, closing a stake of 47,278 shares — an estimated $1.04M sold.

Financial Advocates Investment Management first reported a position in SPMB in Q4 2020 and held it in 11 quarters. The position peaked at $10.1M in Q4 2020. 225 funds tracked by Wall St. Rank hold SPMB as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 47,278 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2025, an estimated $1.04M.
  • Financial Advocates Investment Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2020 and held it in 11 quarters.
  • Financial Advocates Investment Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $10.1M in Q4 2020.
  • 225 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.