Keystone Financial Group (Kentucky)’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Keystone Financial Group (Kentucky)’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	$3.84M	Buy	171,707 +11,322	+7%	+$255K	0.26%	71
2025 Q4	$3.6M	Buy	160,385 +6,325	+4%	+$142K	0.27%	72
2025 Q3	$3.46M	Buy	154,060 +11,894	+8%	+$263K	0.26%	70
2025 Q2	$3.14M	Buy	142,166 +11,519	+9%	+$251K	0.28%	71
2025 Q1	$2.88M	Buy	130,647 +2,545	+2%	+$55.3K	0.29%	73
2024 Q4	$2.76M	Buy	128,102 +10,731	+9%	+$235K	0.27%	72
2024 Q3	$2.64M	Buy	+117,371	New	+$2.61M	0.34%	58
2024 Q2	–	Sell	-118,137	Closed	-$2.57M	–	291
2024 Q1	$2.57M	Buy	118,137 +17,382	+17%	+$377K	0.37%	58
2023 Q4	$2.22M	Buy	100,755 +4,240	+4%	+$89.1K	0.39%	57
2023 Q3	$2.01M	Buy	96,515 +84,561	+707%	+$1.81M	0.34%	62
2023 Q2	$262K	Buy	+11,954	New	+$263K	0.04%	237
2018 Q1	–	Sell	-24,797	Closed	-$903K	–	176
2017 Q4	$903K	Buy	+24,797	New	+$649K	0.56%	37

Other funds holding SPMB

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SPMB Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 7.1% in Q1 2026, buying an estimated $255K and bringing the position to 171,707 shares worth $3.84M. The position accounts for 0.26% of the portfolio, ranked #71.

Keystone Financial Group (Kentucky) first reported a position in SPMB in Q4 2017 and has held it in 12 quarters since. 240 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

Keystone Financial Group (Kentucky) held 171,707 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $3.84M as of Q1 2026.
Keystone Financial Group (Kentucky) bought 11,322 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $255K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.26% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #71 holding.
Keystone Financial Group (Kentucky) first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2017 and has held it in 12 quarters since.
240 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.