HFO
SPMB icon

Heritage Family Offices’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Heritage Family Offices’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 		$210K Sell
9,363
-761
-8% -$17.1K 0.09% 184
2025
Q4 		$227K Buy
10,124
+761
+8% +$17.1K 0.1% 179
2025
Q3 		$210K Hold
9,363
– – 0.1% 185
2025
Q2 		$206K Hold
9,363
– – 0.1% 175
2025
Q1 		$206K Hold
9,363
– – 0.11% 172
2024
Q4 		$202K Hold
9,363
– – 0.1% 180
2024
Q3 		$211K Buy
+9,363
New +$208K 0.11% 170

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