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Idaho Trust Bank’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Idaho Trust Bank’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 		$1.14M Sell
51,067
-5,420
-10% -$122K 0.37% 50
2025
Q4 		$1.27M Sell
56,487
-7,500
-12% -$169K 0.42% 49
2025
Q3 		$1.44M Sell
63,987
-50,424
-44% -$1.12M 0.48% 43
2025
Q2 		$2.53M Sell
114,411
-3,847
-3% -$83.9K 0.9% 33
2025
Q1 		$2.61M Buy
+118,258
New +$2.57M 1.06% 32

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 $11B AUM 18.22% 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

Idaho Trust Bank's SPMB Position: Q1 2026 in Review

Idaho Trust Bank reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 9.6% in Q1 2026, selling an estimated $122K and leaving 51,067 shares worth $1.14M. The position accounts for 0.37% of the portfolio, ranked #50.

Idaho Trust Bank first reported a position in SPMB in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.61M in Q1 2025. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

  • Idaho Trust Bank held 51,067 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $1.14M as of Q1 2026.
  • Idaho Trust Bank sold 5,420 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $122K.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.37% of Idaho Trust Bank's portfolio in Q1 2026, its #50 holding.
  • Idaho Trust Bank first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Idaho Trust Bank's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $2.61M in Q1 2025.
  • 240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Idaho Trust Bank's 13F filing for Q1 2026, filed 8 May 2026.