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

Financial Network 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
2026 Q1	$586K	Buy	26,163 +2,441	+10%	+$55K	0.6%	26
2025 Q4	$532K	Buy	23,722 +1,699	+8%	+$38.2K	0.55%	30
2025 Q3	$494K	Buy	22,023 +2,049	+10%	+$45.3K	0.54%	33
2025 Q2	$441K	Sell	19,974 -810	-4%	-$17.7K	0.54%	37
2025 Q1	$458K	Buy	20,784 +4,374	+27%	+$95.1K	0.6%	34
2024 Q4	$354K	Sell	16,410 -26,392	-62%	-$578K	0.66%	25
2024 Q3	$964K	Sell	42,802 -1,714	-4%	-$38.1K	0.8%	25
2024 Q2	$962K	Sell	44,516 -8,195	-16%	-$175K	0.72%	29
2024 Q1	$1.14M	Buy	52,711 +106	+0.2%	+$2.3K	1.14%	22
2023 Q4	$1.16M	Buy	+52,605	New	+$1.11M	1.24%	19

Other funds holding SPMB

Financial Engines Advisors

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Stifel Financial

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

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B 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