Geneos Wealth Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Geneos Wealth 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 Q3	–	Sell	-70	Closed	-$1.55K	–	3087
2025 Q2	$1.55K	Buy	+70	New	+$1.53K	﹤0.01%	2877
2022 Q2	–	Sell	-791	Closed	-$18K	–	2777
2022 Q1	$18K	Buy	+791	New	+$19.5K	﹤0.01%	1865
2020 Q2	–	Sell	-142	Closed	-$3K	–	2619
2020 Q1	$3K	Buy	+142	New	+$3.73K	﹤0.01%	2203

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Geneos Wealth Management's SPMB Position: Q3 2025 in Review

Geneos Wealth Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2025, closing a stake of 70 shares — an estimated $1.55K sold.

Geneos Wealth Management first reported a position in SPMB in Q1 2020 and held it in 3 quarters. The position peaked at $18K in Q1 2022. 227 funds tracked by Wall St. Rank hold SPMB as of Q3 2025.

Geneos Wealth Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 70 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2025, an estimated $1.55K.
Geneos Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2020 and held it in 3 quarters.
Geneos Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $18K in Q1 2022.
227 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.