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Legacy Advisory Services’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Legacy Advisory Services’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 		– Sell
-12,195
Closed -$273K – 60
2025
Q4 		$273K Buy
12,195
+188
+2% +$4.23K 0.21% 39
2025
Q3 		$269K Buy
12,007
+112
+0.9% +$2.48K 0.2% 41
2025
Q2 		$263K Buy
11,895
+109
+0.9% +$2.38K 0.21% 40
2025
Q1 		$260K Buy
11,786
+70
+0.6% +$1.52K 0.22% 44
2024
Q4 		$252K Buy
11,716
+161
+1% +$3.53K 0.22% 48
2024
Q3 		$260K Buy
11,555
+101
+0.9% +$2.24K 0.22% 48
2024
Q2 		$247K Buy
11,454
+101
+0.9% +$2.16K 0.23% 47
2024
Q1 		$247K Buy
11,353
+66
+0.6% +$1.43K 0.23% 46
2023
Q4 		$249K Buy
+11,287
New +$237K 0.26% 44

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 $376B 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 $10.1B AUM 14.03% 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 $431B 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 $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