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Legacy Investment Solutions’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Legacy Investment Solutions’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
Q2 		$531 Buy
+24
New +$523 ﹤0.01% 648
2024
Q4 		$521 Hold
24
– – ﹤0.01% 657
2024
Q3 		$522 Buy
+24
New +$533 ﹤0.01% 608

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 $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 $432B AUM 30.22% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Investment Solutions's SPMB Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q2 2025: 24 shares worth $531. The stake represents ﹤0.01% of the portfolio and ranks #648 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SPMB as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SPMB in Q3 2024 and has held it in 3 quarters since. 225 funds tracked by Wall St. Rank hold SPMB as of Q2 2025.

  • Legacy Investment Solutions held 24 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $531 as of Q2 2025.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF was a new Legacy Investment Solutions position in Q2 2025.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #648 holding.
  • Legacy Investment Solutions first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 225 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.