Lincoln Capital Corp’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Lincoln Capital Corp’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 Q3	–	Sell	-9,999	Closed	-$221K	–	96
2025 Q2	$221K	Hold	9,999	–	–	0.08%	83
2025 Q1	$220K	Sell	9,999 -3,116	-24%	-$67.8K	0.09%	84
2024 Q4	$283K	Buy	13,115 +2,349	+22%	+$51.4K	0.12%	75
2024 Q3	$243K	Hold	10,766	–	–	0.1%	75
2024 Q2	$232K	Buy	10,766 +322	+3%	+$6.88K	0.1%	72
2024 Q1	$227K	Buy	10,444 +110	+1%	+$2.39K	0.1%	67
2023 Q4	$228K	Buy	+10,334	New	+$217K	0.11%	70

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Lincoln Capital Corp's SPMB Position: Q3 2025 in Review

Lincoln Capital Corp sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q3 2025, closing a stake of 9,999 shares — an estimated $221K sold.

Lincoln Capital Corp first reported a position in SPMB in Q4 2023 and held it in 7 quarters. The position peaked at $283K in Q4 2024. 227 funds tracked by Wall St. Rank hold SPMB as of Q3 2025.

Lincoln Capital Corp reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q3 2025 after selling out during the quarter.
Lincoln Capital Corp sold 9,999 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q3 2025, an estimated $221K.
Lincoln Capital Corp first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2023 and held it in 7 quarters.
Lincoln Capital Corp's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $283K in Q4 2024.
227 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q3 2025.

Based on Lincoln Capital Corp's 13F filing for Q3 2025, filed 16 Oct 2025.