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Global Financial Private Client’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Global Financial Private Client’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
-1,125
Closed -$24.8K – 1392
2025
Q1 		$24.8K Hold
1,125
– – 0.01% 416
2024
Q4 		$24.2K Hold
1,125
– – 0.01% 399
2024
Q3 		$25.3K Hold
1,125
– – 0.01% 398
2024
Q2 		$24.3K Hold
1,125
– – 0.01% 368
2024
Q1 		$24.2K Hold
1,125
– – 0.01% 375
2023
Q4 		$24.8K Sell
1,125
-1,749
-61% -$36.8K 0.01% 371
2023
Q3 		$59K Hold
2,874
– – 0.03% 269
2023
Q2 		$62.6K Hold
2,874
– – 0.03% 267
2023
Q1 		$63.8K Hold
2,874
– – 0.03% 258
2022
Q4 		$62.4K Buy
2,874
+1,125
+64% +$24.3K 0.03% 250
2022
Q3 		$37.7K Buy
+1,749
New +$39.7K 0.02% 296

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 $377B 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 $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 $3.66B AUM 14.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return