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Hexagon Capital Partners’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Hexagon Capital Partners’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
-6,734
Closed -$148K – 1479
2025
Q1 		$148K Buy
6,734
+1,779
+36% +$38.7K 0.03% 257
2024
Q4 		$107K Buy
4,955
+184
+4% +$4.03K 0.02% 305
2024
Q3 		$107K Sell
4,771
-229
-5% -$5.09K 0.02% 296
2024
Q2 		$108K Buy
5,000
+19
+0.4% +$406 0.02% 285
2024
Q1 		$108K Buy
4,981
+1,105
+29% +$24K 0.02% 293
2023
Q4 		$85.5K Buy
3,876
+3,661
+1,703% +$77K 0.02% 318
2023
Q3 		$4.47K Buy
+215
New +$4.61K ﹤0.01% 931
2022
Q4 		– Sell
-1,140
Closed -$24K – 1508
2022
Q3 		$24K Buy
+1,140
New +$25.9K 0.01% 547

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