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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 $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Global Financial Private Client's SPMB Position: Q2 2025 in Review

Global Financial Private Client sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2025, closing a stake of 1,125 shares — an estimated $24.8K sold.

Global Financial Private Client first reported a position in SPMB in Q3 2022 and held it in 11 quarters. The position peaked at $63.8K in Q1 2023. 225 funds tracked by Wall St. Rank hold SPMB as of Q2 2025.

  • Global Financial Private Client reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 1,125 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2025, an estimated $24.8K.
  • Global Financial Private Client first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2022 and held it in 11 quarters.
  • Global Financial Private Client's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $63.8K in Q1 2023.
  • 225 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.