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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
Q2 		– Hold
0
– – – 44
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 $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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Hirtle Callaghan & Co's SPMB Position: Q2 2026 in Review

Hirtle Callaghan & Co held its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) position steady in Q2 2026 at 0 shares worth $2.58M. The position accounts for 0.08% of the portfolio, ranked #44.

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. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

  • Hirtle Callaghan & Co held 0 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $2.58M as of Q2 2026.
  • Hirtle Callaghan & Co left its State Street SPDR Portfolio Mortgage Backed Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.08% of Hirtle Callaghan & Co's portfolio in Q2 2026, its #44 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.
  • 256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.