Meridian Wealth Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Meridian Wealth Management’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 Q4	–	Sell	-32,189	Closed	-$722K	–	780
2025 Q3	$722K	Sell	32,189 -5,557	-15%	-$123K	0.03%	399
2025 Q2	$834K	Sell	37,746 -984	-3%	-$21.5K	0.04%	338
2025 Q1	$854K	Sell	38,730 -18,723	-33%	-$407K	0.04%	315
2024 Q4	$1.24M	Sell	57,453 -18,197	-24%	-$398K	0.06%	251
2024 Q3	$1.7M	Sell	75,650 -18,103	-19%	-$402K	0.08%	200
2024 Q2	$2.02M	Buy	+93,753	New	+$2M	0.24%	77
2024 Q1	–	Sell	-141,311	Closed	-$3.12M	–	487
2023 Q4	$3.12M	Buy	+141,311	New	+$2.97M	0.2%	116

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Meridian Wealth Management's SPMB Position: Q4 2025 in Review

Meridian Wealth Management sold out of State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) in Q4 2025, closing a stake of 32,189 shares — an estimated $722K sold.

Meridian Wealth Management first reported a position in SPMB in Q4 2023 and held it in 7 quarters. The position peaked at $3.12M in Q4 2023. 250 funds tracked by Wall St. Rank hold SPMB as of Q4 2025.

Meridian Wealth Management reported no remaining State Street SPDR Portfolio Mortgage Backed Bond ETF position as of Q4 2025 after selling out during the quarter.
Meridian Wealth Management sold 32,189 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q4 2025, an estimated $722K.
Meridian Wealth Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2023 and held it in 7 quarters.
Meridian Wealth Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $3.12M in Q4 2023.
250 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q4 2025.

Based on Meridian Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.