Independent Advisor Alliance’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Independent Advisor Alliance’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	$34.7M	Buy	1,551,453 +1,503,617	+3,143%	+$33.9M	0.37%	56
2025 Q4	$1.07M	Buy	47,836 +1,324	+3%	+$29.8K	0.03%	453
2025 Q3	$1.04M	Buy	46,512 +4,123	+10%	+$91.2K	0.03%	436
2025 Q2	$937K	Buy	42,389 +10,976	+35%	+$239K	0.03%	432
2025 Q1	$693K	Sell	31,413 -1,109,029	-97%	-$24.1M	0.02%	449
2024 Q4	$24.6M	Buy	1,140,442 +1,111,406	+3,828%	+$24.3M	0.33%	63
2024 Q3	$654K	Buy	29,036 +178	+0.6%	+$3.95K	0.02%	404
2024 Q2	$622K	Buy	28,858 +4,700	+19%	+$100K	0.02%	410
2024 Q1	$525K	Buy	+24,158	New	+$524K	0.02%	445

Other funds holding SPMB

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B 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