Fort Point Capital Partners’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Fort Point Capital Partners’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	$1.33M	Buy	59,276 +926	+2%	+$20.8K	0.17%	81
2025 Q4	$1.32M	Buy	58,350 +5,889	+11%	+$133K	0.16%	88
2025 Q3	$1.18M	Sell	52,461 -9,171	-15%	-$203K	0.15%	97
2025 Q2	$1.36M	Buy	61,632 +8,251	+15%	+$180K	0.14%	121
2025 Q1	$1.18M	Sell	53,381 -5,962	-10%	-$130K	0.13%	112
2024 Q4	$1.28M	Buy	59,343 +20,219	+52%	+$443K	0.14%	106
2024 Q3	$881K	Sell	39,124 -9,323	-19%	-$207K	0.11%	126
2024 Q2	$1.05M	Buy	48,447 +3,867	+9%	+$82.7K	0.13%	113
2024 Q1	$968K	Sell	44,580 -6,085	-12%	-$132K	0.13%	123
2023 Q4	$1.12M	Buy	+50,665	New	+$1.07M	0.17%	96

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