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 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hexagon Capital Partners's SPMB Position: Q2 2025 in Review

Hexagon Capital Partners sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2025, closing a stake of 6,734 shares — an estimated $148K sold.

Hexagon Capital Partners first reported a position in SPMB in Q3 2022 and held it in 8 quarters. The position peaked at $148K in Q1 2025. 225 funds tracked by Wall St. Rank hold SPMB as of Q2 2025.

Hexagon Capital Partners reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 6,734 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2025, an estimated $148K.
Hexagon Capital Partners first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2022 and held it in 8 quarters.
Hexagon Capital Partners's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $148K in Q1 2025.
225 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.