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Foster & Motley’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Foster & Motley’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 		$299K Sell
13,374
-1,500
-10% -$33.8K 0.02% 352
2025
Q4 		$333K Hold
14,874
– – 0.02% 331
2025
Q3 		$334K Hold
14,874
– – 0.02% 335
2025
Q2 		$329K Hold
14,874
– – 0.02% 333
2025
Q1 		$328K Hold
14,874
– – 0.02% 320
2024
Q4 		$321K Hold
14,874
– – 0.02% 326
2024
Q3 		$335K Buy
14,874
+457
+3% +$10.1K 0.02% 318
2024
Q2 		$311K Hold
14,417
– – 0.02% 315
2024
Q1 		$313K Hold
14,417
– – 0.02% 322
2023
Q4 		$318K Sell
14,417
-3,915
-21% -$82.3K 0.02% 316
2023
Q3 		$381K Sell
18,332
-4,724
-20% -$101K 0.03% 299
2023
Q2 		$505K Sell
23,056
-6,573
-22% -$145K 0.04% 285
2023
Q1 		$657K Buy
29,629
+2,133
+8% +$47.2K 0.05% 258
2022
Q4 		$597K Buy
27,496
+9,426
+52% +$203K 0.05% 260
2022
Q3 		$388K Buy
18,070
+4,660
+35% +$106K 0.04% 279
2022
Q2 		$306K Buy
+13,410
New +$309K 0.03% 304

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 $376B 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 $431B 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 $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