HCC
SPMB icon

Hirtle Callaghan & Co’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Hirtle Callaghan & Co’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 		– Hold
0
– – – 17
2025
Q4 		– Hold
0
– – – 17
2025
Q3 		– Hold
0
– – – 18
2025
Q2 		– Hold
0
– – – 18
2025
Q1 		– Hold
0
– – – 17
2024
Q4 		– Hold
0
– – – 16
2024
Q3 		– Hold
0
– – – 16
2024
Q2 		– Hold
0
– – – 16
2024
Q1 		– Sell
-1,422,612
Closed -$30.9M – 16
2023
Q4 		$31.4M Buy
1,422,612
+100,498
+8% +$2.11M 1.43% 16
2023
Q3 		$27.5M Hold
1,322,114
– – 1.37% 16
2023
Q2 		$29M Buy
1,322,114
+129,363
+11% +$2.85M 1.38% 17
2023
Q1 		$26.5M Buy
1,192,751
+1,104,972
+1,259% +$24.4M 1.32% 18
2022
Q4 		$1.9M Hold
87,779
– – 0.12% 54
2022
Q3 		$1.88M Hold
87,779
– – 0.13% 55
2022
Q2 		$2.01M Buy
+87,779
New +$2.02M 0.12% 47

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B 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

Hirtle Callaghan & Co's SPMB Position: Q1 2026 in Review

Hirtle Callaghan & Co held its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) position steady in Q1 2026 at 0 shares worth $31M. The position accounts for 1.06% of the portfolio, ranked #17.

Hirtle Callaghan & Co first reported a position in SPMB in Q2 2022 and has held it in 7 quarters since. The position peaked at $31.4M in Q4 2023. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

  • Hirtle Callaghan & Co held 0 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $31M as of Q1 2026.
  • Hirtle Callaghan & Co left its State Street SPDR Portfolio Mortgage Backed Bond ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 1.06% of Hirtle Callaghan & Co's portfolio in Q1 2026, its #17 holding.
  • Hirtle Callaghan & Co first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q2 2022 and has held it in 7 quarters since.
  • Hirtle Callaghan & Co's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $31.4M in Q4 2023.
  • 240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2026, filed 13 May 2026.