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Howe & Rusling’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Howe & Rusling’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
Q1 		– Sell
-348
Closed -$7.5K – 468
2024
Q4 		$7.5K Buy
+348
New +$7.62K ﹤0.01% 380

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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Howe & Rusling's SPMB Position: Q1 2025 in Review

Howe & Rusling sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q1 2025, closing a stake of 348 shares — an estimated $7.5K sold.

Howe & Rusling first reported a position in SPMB in Q4 2024 and held it in 1 quarter. The position peaked at $7.5K in Q4 2024. 223 funds tracked by Wall St. Rank hold SPMB as of Q1 2025.

  • Howe & Rusling reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Howe & Rusling sold 348 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2025, an estimated $7.5K.
  • Howe & Rusling first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2024 and held it in 1 quarter.
  • Howe & Rusling's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $7.5K in Q4 2024.
  • 223 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2025.

Based on Howe & Rusling's 13F filing for Q1 2025, filed 17 Jun 2025.